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