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American Express

2,883 hedge funds and large institutions have $175B invested in American Express in 2026 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,069 increasing their positions, 1,217 reducing their positions, and 283 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 first-time investments, than exits

New positions opened: 188 | Existing positions closed: 283

34% less funds holding in top 10

Funds holding in top 10: 10771 (-36)

Holders
2,883
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
TWM
1801
Thrive Wealth Management
Pennsylvania
$604K
WG
1802
Wellington Group
Indiana
$603K
ATS
1803
Ashton Thomas Securities
New York
$598K
KP
1804
Keel Point
Alabama
$597K
TA
1805
TrueWealth Advisors
Alabama
$597K
GCA
1806
Genesee Capital Advisors
New York
$596K
MCWA
1807
Meadow Creek Wealth Advisors
Georgia
$596K
RCG
1808
Regatta Capital Group
California
$596K
BCG
1809
Breakwater Capital Group
New Jersey
$596K
CD
1810
Chapin Davis
Maryland
$596K
TIP
1811
Torray Investment Partners
Maryland
$594K
JWA
1812
JFS Wealth Advisors
Pennsylvania
$594K
DTC
1813
Davidson Trust Company
Washington
$594K
BCM
1814
Blume Capital Management
California
$594K
VFG
1815
Victory Financial Group
Texas
$593K
WWA
1816
Wisconsin Wealth Advisors
Wisconsin
$593K
ATC
1817
Adirondack Trust Company
New York
$590K
EFG
1818
Everest Financial Group
Minnesota
$590K
ATWA
1819
Arbor Trust Wealth Advisors
Michigan
$589K
OFG
1820
Oxford Financial Group
Indiana
$588K
TWM
1821
Tripletail Wealth Management
Florida
$585K
KCM
1822
Kathmere Capital Management
Pennsylvania
$585K
IFO
1823
Independent Family Office
New York
$584K
AL
1824
ARWA LLC
Texas
$583K
BA
1825
Ballast Advisors
Minnesota
$583K