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American Express

2,871 hedge funds and large institutions have $175B invested in American Express in 2026 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 1,066 increasing their positions, 1,213 reducing their positions, and 284 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

19% less capital invested

Capital invested by funds: $217B → $175B (-$42.1B)

34% less funds holding in top 10

Funds holding in top 10: 10771 (-36)

34% less first-time investments, than exits

New positions opened: 187 | Existing positions closed: 284

Holders
2,871
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
71
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.31B
Puts
$2.04B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCWA
1801
Meadow Creek Wealth Advisors
Georgia
$596K
RCG
1802
Regatta Capital Group
California
$596K
BCG
1803
Breakwater Capital Group
New Jersey
$596K
CD
1804
Chapin Davis
Maryland
$596K
TIP
1805
Torray Investment Partners
Maryland
$594K
JWA
1806
JFS Wealth Advisors
Pennsylvania
$594K
DTC
1807
Davidson Trust Company
Washington
$594K
BCM
1808
Blume Capital Management
California
$594K
VFG
1809
Victory Financial Group
Texas
$593K
WWA
1810
Wisconsin Wealth Advisors
Wisconsin
$593K
ATC
1811
Adirondack Trust Company
New York
$590K
EFG
1812
Everest Financial Group
Minnesota
$590K
ATWA
1813
Arbor Trust Wealth Advisors
Michigan
$589K
OFG
1814
Oxford Financial Group
Indiana
$588K
TWM
1815
Tripletail Wealth Management
Florida
$585K
KCM
1816
Kathmere Capital Management
Pennsylvania
$585K
IFO
1817
Independent Family Office
New York
$584K
AL
1818
ARWA LLC
Texas
$583K
BA
1819
Ballast Advisors
Minnesota
$583K
ZBNA
1820
Zions Bancorporation, National Association
Utah
$582K
TIA
1821
Tiemann Investment Advisors
California
$580K
PWM
1822
Palumbo Wealth Management
New York
$579K
PCM
1823
Princeton Capital Management
New Jersey
$579K
LCM
1824
Legato Capital Management
California
$576K
CFCS
1825
CDM Financial Counseling Services
Connecticut
$575K