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