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American Express

2,885 hedge funds and large institutions have $175B invested in American Express in 2026 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 1,069 increasing their positions, 1,218 reducing their positions, and 283 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $2.31B | Put options by funds: $2.04B

0.92% less ownership

Funds ownership: 85.23%84.31% (-0.92%)

5% less funds holding

Funds holding: 3,0252,885 (-140)

12% less repeat investments, than reductions

Existing positions increased: 1,069 | Existing positions reduced: 1,218

19% less capital invested

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

33% less first-time investments, than exits

New positions opened: 189 | Existing positions closed: 283

34% less funds holding in top 10

Funds holding in top 10: 10771 (-36)

Holders
2,885
Holders Change
-140
Holders Change %
-4.63%
% of All Funds
35.54%
Holding in Top 10
71
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-33.64%
% of All Funds
0.87%
New
189
Increased
1,069
Reduced
1,218
Closed
283
Calls
$2.31B
Puts
$2.04B
Net Calls
+$265M
Net Calls Change
+$265M
Name Holding Trade Value Shares
Change
Change in
Stake
EFM
1801
E Fund Management
China
$605K +$670K +1,999 New
TWM
1802
Thrive Wealth Management
Pennsylvania
$604K -$10.7K -32 -2%
WG
1803
Wellington Group
Indiana
$603K +$195K +583 +41%
ATS
1804
Ashton Thomas Securities
New York
$598K +$20.5K +61 +3%
KP
1805
Keel Point
Alabama
$597K -$188K -562 -22%
TA
1806
TrueWealth Advisors
Alabama
$597K +$470K +1,403 +246%
GCA
1807
Genesee Capital Advisors
New York
$596K -$2.68K -8 -0.4%
MCWA
1808
Meadow Creek Wealth Advisors
Georgia
$596K -$671 -2 -0.1%
RCG
1809
Regatta Capital Group
California
$596K -$55.3K -165 -8%
BCG
1810
Breakwater Capital Group
New Jersey
$596K -$16.8K -50 -2%
CD
1811
Chapin Davis
Maryland
$596K -$81.5K -243 -11%
TIP
1812
Torray Investment Partners
Maryland
$594K -$7.48M -22,310 -92%
JWA
1813
JFS Wealth Advisors
Pennsylvania
$594K +$2.35K +7 +0.4%
DTC
1814
Davidson Trust Company
Washington
$594K +$15.1K +45 +2%
BCM
1815
Blume Capital Management
California
$594K
VFG
1816
Victory Financial Group
Texas
$593K +$27.2K +81 +4%
WWA
1817
Wisconsin Wealth Advisors
Wisconsin
$593K +$1.01K +3 +0.2%
ATC
1818
Adirondack Trust Company
New York
$590K -$7.04K -21 -1%
EFG
1819
Everest Financial Group
Minnesota
$590K +$33.9K +101 +5%
ATWA
1820
Arbor Trust Wealth Advisors
Michigan
$589K +$43.6K +130 +7%
OFG
1821
Oxford Financial Group
Indiana
$588K -$57K -170 -8%
TWM
1822
Tripletail Wealth Management
Florida
$585K -$2.01K -6 -0.3%
KCM
1823
Kathmere Capital Management
Pennsylvania
$585K -$232K -693 -26%
IFO
1824
Independent Family Office
New York
$584K
AL
1825
ARWA LLC
Texas
$583K -$720K -2,148 -54%