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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
HWA
1926
HCR Wealth Advisors
California
$494K
CWM
1927
Centric Wealth Management
Illinois
$493K
DA
1928
Dillon & Associates
Michigan
$492K
CHC
1929
City Holding Co
West Virginia
$491K
PWS
1930
Peterson Wealth Services
Utah
$490K
FM
1931
Foster & Motley
Ohio
$490K
SC
1932
Schubert & Co
Texas
$489K
CPIA
1933
Cornell Pochily Investment Advisors
New York
$489K
RIM
1934
Rockbridge Investment Management
New York
$489K
DP
1935
DDD Partners
Washington
$488K
TWP
1936
Tower Wealth Partners
Pennsylvania
$488K
OFO
1937
OneAscent Family Office
Alabama
$486K
VNA
1938
Valley National Advisers
Pennsylvania
$486K
CWA
1939
Crusonia Wealth Advisors
Colorado
$485K
IIC
1940
Integrated Investment Consultants
Michigan
$484K
SAM
1941
Strategy Asset Managers
California
$484K
TC
1942
Trilogy Capital
California
$484K
PAM
1943
Paradigm Asset Management
New York
$484K
LJCM
1944
Lee Johnson Capital Management
Texas
$483K
ICP
1945
Impact Capital Partners
Colorado
$482K
GC
1946
GatePass Capital
Ohio
$482K
SWM
1947
Silverlake Wealth Management
Vermont
$482K
ISFAN
1948
Investor's Fiduciary Advisor Network
Washington
$481K
LC
1949
Lavaca Capital
Texas
$481K
CPC
1950
Consolidated Planning Corp
Georgia
$479K