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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
AIM
1851
Athena Investment Management
California
$566K
PWW
1852
Pettyjohn Wood & White
Virginia
$566K
TC
1853
Truvestments Capital
Florida
$566K
KWS
1854
Keystone Wealth Services
California
$565K
SLG
1855
Stanley-Laman Group
Pennsylvania
$562K
TC
1856
TFR Capital
Texas
$561K
LFS
1857
Legacy Financial Strategies
Kansas
$561K
TAM
1858
Trillium Asset Management
Massachusetts
$561K
PE
1859
PCM Encore
Colorado
$560K
PAMG
1860
Patton Albertson Miller Group
Tennessee
$560K
TS
1861
TradeWell Securities
Indiana
$559K
BOJHT
1862
Bank of Jackson Hole Trust
Wyoming
$557K
TW
1863
Tempo Wealth
Ohio
$555K
CFA
1864
Capstone Financial Advisors
Illinois
$554K
SP
1865
SmartHarvest Portfolios
Washington
$552K
AWM
1866
Aberdeen Wealth Management
Illinois
$548K
KAS
1867
KPP Advisory Services
Kentucky
$546K
FWIA
1868
Fort Washington Investment Advisors
Ohio
$543K
SPWG
1869
Sage Private Wealth Group
Illinois
$542K
CH
1870
Cromwell Holdings
Wyoming
$542K
WCM
1871
Whitener Capital Management
North Carolina
$542K
FPW
1872
Flagship Private Wealth
Massachusetts
$542K
CWM
1873
Centurion Wealth Management
Virginia
$541K
MWM
1874
MOR Wealth Management
Pennsylvania
$539K
FNBOO
1875
First National Bank of Omaha
Nebraska
$538K