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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
TAM
1851
Trillium Asset Management
Massachusetts
$561K
PE
1852
PCM Encore
Colorado
$560K
PAMG
1853
Patton Albertson Miller Group
Tennessee
$560K
TS
1854
TradeWell Securities
Indiana
$559K
BOJHT
1855
Bank of Jackson Hole Trust
Wyoming
$557K
TW
1856
Tempo Wealth
Ohio
$555K
CFA
1857
Capstone Financial Advisors
Illinois
$554K
SP
1858
SmartHarvest Portfolios
Washington
$552K
AWM
1859
Aberdeen Wealth Management
Illinois
$548K
KAS
1860
KPP Advisory Services
Kentucky
$546K
FWIA
1861
Fort Washington Investment Advisors
Ohio
$543K
SPWG
1862
Sage Private Wealth Group
Illinois
$542K
CH
1863
Cromwell Holdings
Wyoming
$542K
WCM
1864
Whitener Capital Management
North Carolina
$542K
FPW
1865
Flagship Private Wealth
Massachusetts
$542K
CWM
1866
Centurion Wealth Management
Virginia
$541K
MWM
1867
MOR Wealth Management
Pennsylvania
$539K
FNBOO
1868
First National Bank of Omaha
Nebraska
$538K
CT
1869
Clearstead Trust
Maine
$538K
MHC
1870
May Hill Capital
Massachusetts
$538K
AW
1871
Alteri Wealth
California
$538K
BF
1872
Brucke Financial
Indiana
$537K
WCM
1873
Windsor Capital Management
Arizona
$537K
ZCP
1874
Z3 Capital Partners
Virginia
$535K
TVAMP
1875
Tennessee Valley Asset Management Partners
Tennessee
$535K