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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
CT
1876
Clearstead Trust
Maine
$538K
MHC
1877
May Hill Capital
Massachusetts
$538K
AW
1878
Alteri Wealth
California
$538K
BF
1879
Brucke Financial
Indiana
$537K
WCM
1880
Windsor Capital Management
Arizona
$537K
ZCP
1881
Z3 Capital Partners
Virginia
$535K
TVAMP
1882
Tennessee Valley Asset Management Partners
Tennessee
$535K
MCRM
1883
Midway Capital Research & Management
Illinois
$533K
LCA
1884
Legend Capital Advisors
New York
$531K
HIG
1885
Heritage Investment Group
Florida
$529K
BL
1886
Balentine LLC
Georgia
$529K
WPC
1887
Waters Parkerson & Co
Louisiana
$529K
DIP
1888
Davis Investment Partners
North Carolina
$528K
AF
1889
Atala Financial
California
$527K
EIP
1890
Ellis Investment Partners
Pennsylvania
$527K
SOS
1891
Silver Oak Securities
Tennessee
$526K
CA
1892
Calton & Associates
Florida
$521K
PFT
1893
Providence First Trust
Arizona
$520K
RZH
1894
Relyea Zuckerberg Hanson
Connecticut
$519K
PHS
1895
Pekin Hardy Strauss
Illinois
$519K
CA
1896
Cache Advisors
California
$517K
XF
1897
XML Financial
Maryland
$517K
VCM
1898
Versant Capital Management
Arizona
$516K
CCWM
1899
Cassaday & Co Wealth Management
Virginia
$516K
ZCI
1900
Zevenbergen Capital Investments
Washington
$514K