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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
TIM
1901
Thompson Investment Management
Wisconsin
$508K
AF
1902
Apollon Financial
South Carolina
$508K
1C
1903
111 Capital
France
$508K
OWM
1904
OneAscent Wealth Management
Alabama
$508K
IIL
1905
Income Insurance Ltd
$508K
LSPW
1906
Lake Street Private Wealth
Illinois
$508K
MTIC
1907
Missouri Trust & Investment Company
Missouri
$507K
NG
1908
Navigation Group
California
$507K
Twin Tree Management
1909
Twin Tree Management
Texas
$507K
LWM
1910
Liberty Wealth Management
California
$506K
SAM
1911
Secure Asset Management
Michigan
$506K
ACM
1912
Allred Capital Management
Texas
$504K
SFWC
1913
Strategic Family Wealth Counselors
New Jersey
$503K
VDC
1914
Van Diest Capital
Iowa
$503K
M
1915
MOTCO
Texas
$502K
CF
1916
Centaurus Financial
California
$502K
KLI
1917
Kelman-Lazarov Inc
Tennessee
$501K
NRI
1918
NFP Retirement Inc
California
$501K
OA
1919
Oxbow Advisors
Texas
$500K
AWA
1920
Acorn Wealth Advisors
Michigan
$498K
MM
1921
MQS Management
New York
$498K
BMWM
1922
Brown Miller Wealth Management
Virginia
$496K
HWP
1923
Hibernia Wealth Partners
Louisiana
$495K
OLA
1924
Oliver Luxxe Assets
New Jersey
$495K
TWP
1925
Tyche Wealth Partners
Texas
$495K