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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
CIG
1826
Cairn Investment Group
Washington
$575K
WIM
1827
Wittenberg Investment Management
Massachusetts
$575K
SGK
1828
Steigerwald Gordon & Koch
Virginia
$574K
BLC
1829
Brown, Lisle/Cummings
Rhode Island
$573K
LSIA
1830
LaSalle St. Investment Advisors
Illinois
$572K
PWP
1831
PrairieView Wealth Partners
Illinois
$571K
SCA
1832
Stonebridge Capital Advisors
Minnesota
$571K
AA
1833
Ancora Advisors
Ohio
$571K
WKSWA
1834
White Knight Strategic Wealth Advisors
New Jersey
$570K
Financial Engines Advisors
1835
Financial Engines Advisors
California
$570K
AAS
1836
Annex Advisory Services
Wisconsin
$570K
KMWM
1837
Keudell/Morrison Wealth Management
Oregon
$570K
PWP
1838
Phillips Wealth Planners
Mississippi
$570K
HA
1839
Herold Advisors
New York
$569K
VA
1840
Valmark Advisers
Ohio
$568K
MFC
1841
Mechanics Financial Corp
Ohio
$567K
SIAP
1842
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$567K
NL
1843
NWAM LLC
Washington
$566K
AIM
1844
Athena Investment Management
California
$566K
PWW
1845
Pettyjohn Wood & White
Virginia
$566K
TC
1846
Truvestments Capital
Florida
$566K
KWS
1847
Keystone Wealth Services
California
$565K
SLG
1848
Stanley-Laman Group
Pennsylvania
$562K
TC
1849
TFR Capital
Texas
$561K
LFS
1850
Legacy Financial Strategies
Kansas
$561K