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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
MCRM
1876
Midway Capital Research & Management
Illinois
$533K
LCA
1877
Legend Capital Advisors
New York
$531K
HIG
1878
Heritage Investment Group
Florida
$529K
BL
1879
Balentine LLC
Georgia
$529K
WPC
1880
Waters Parkerson & Co
Louisiana
$529K
DIP
1881
Davis Investment Partners
North Carolina
$528K
AF
1882
Atala Financial
California
$527K
EIP
1883
Ellis Investment Partners
Pennsylvania
$527K
SOS
1884
Silver Oak Securities
Tennessee
$526K
CA
1885
Calton & Associates
Florida
$521K
PFT
1886
Providence First Trust
Arizona
$520K
RZH
1887
Relyea Zuckerberg Hanson
Connecticut
$519K
PHS
1888
Pekin Hardy Strauss
Illinois
$519K
CA
1889
Cache Advisors
California
$517K
XF
1890
XML Financial
Maryland
$517K
VCM
1891
Versant Capital Management
Arizona
$516K
CCWM
1892
Cassaday & Co Wealth Management
Virginia
$516K
ZCI
1893
Zevenbergen Capital Investments
Washington
$514K
ZIG
1894
Zullo Investment Group
Pennsylvania
$512K
JRPIM
1895
Journey Retirement Planning & Investment Management
Idaho
$512K
CSPIA
1896
Cary Street Partners Investment Advisory
Virginia
$512K
ACM
1897
Arcataur Capital Management
Wisconsin
$511K
KWM
1898
Keebeck Wealth Management
Illinois
$510K
HTIM
1899
Harbour Trust & Investment Management
Indiana
$510K
AHC
1900
Adell Harriman & Carpenter
Texas
$510K