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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
JRPIM
1901
Journey Retirement Planning & Investment Management
Idaho
$512K
CSPIA
1902
Cary Street Partners Investment Advisory
Virginia
$512K
ACM
1903
Arcataur Capital Management
Wisconsin
$511K
KWM
1904
Keebeck Wealth Management
Illinois
$510K
HTIM
1905
Harbour Trust & Investment Management
Indiana
$510K
AHC
1906
Adell Harriman & Carpenter
Texas
$510K
TIM
1907
Thompson Investment Management
Wisconsin
$508K
AF
1908
Apollon Financial
South Carolina
$508K
1C
1909
111 Capital
France
$508K
OWM
1910
OneAscent Wealth Management
Alabama
$508K
IIL
1911
Income Insurance Ltd
$508K
LSPW
1912
Lake Street Private Wealth
Illinois
$508K
MTIC
1913
Missouri Trust & Investment Company
Missouri
$507K
NG
1914
Navigation Group
California
$507K
Twin Tree Management
1915
Twin Tree Management
Texas
$507K
LWM
1916
Liberty Wealth Management
California
$506K
SAM
1917
Secure Asset Management
Michigan
$506K
ACM
1918
Allred Capital Management
Texas
$504K
SFWC
1919
Strategic Family Wealth Counselors
New Jersey
$503K
VDC
1920
Van Diest Capital
Iowa
$503K
M
1921
MOTCO
Texas
$502K
CF
1922
Centaurus Financial
California
$502K
KLI
1923
Kelman-Lazarov Inc
Tennessee
$501K
NRI
1924
NFP Retirement Inc
California
$501K
OA
1925
Oxbow Advisors
Texas
$500K