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American Express

2,884 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, 1,218 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
2,884
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
BA
1826
Ballast Advisors
Minnesota
$583K
ZBNA
1827
Zions Bancorporation, National Association
Utah
$582K
TIA
1828
Tiemann Investment Advisors
California
$580K
PWM
1829
Palumbo Wealth Management
New York
$579K
PCM
1830
Princeton Capital Management
New Jersey
$579K
LCM
1831
Legato Capital Management
California
$576K
CFCS
1832
CDM Financial Counseling Services
Connecticut
$575K
CIG
1833
Cairn Investment Group
Washington
$575K
WIM
1834
Wittenberg Investment Management
Massachusetts
$575K
SGK
1835
Steigerwald Gordon & Koch
Virginia
$574K
BLC
1836
Brown, Lisle/Cummings
Rhode Island
$573K
LSIA
1837
LaSalle St. Investment Advisors
Illinois
$572K
PWP
1838
PrairieView Wealth Partners
Illinois
$571K
SCA
1839
Stonebridge Capital Advisors
Minnesota
$571K
AA
1840
Ancora Advisors
Ohio
$571K
WKSWA
1841
White Knight Strategic Wealth Advisors
New Jersey
$570K
Financial Engines Advisors
1842
Financial Engines Advisors
California
$570K
AAS
1843
Annex Advisory Services
Wisconsin
$570K
KMWM
1844
Keudell/Morrison Wealth Management
Oregon
$570K
PWP
1845
Phillips Wealth Planners
Mississippi
$570K
HA
1846
Herold Advisors
New York
$569K
VA
1847
Valmark Advisers
Ohio
$568K
MFC
1848
Mechanics Financial Corp
Ohio
$567K
SIAP
1849
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$567K
NL
1850
NWAM LLC
Washington
$566K