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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
AWA
1926
Acorn Wealth Advisors
Michigan
$498K
MM
1927
MQS Management
New York
$498K
BMWM
1928
Brown Miller Wealth Management
Virginia
$496K
HWP
1929
Hibernia Wealth Partners
Louisiana
$495K
OLA
1930
Oliver Luxxe Assets
New Jersey
$495K
TWP
1931
Tyche Wealth Partners
Texas
$495K
HWA
1932
HCR Wealth Advisors
California
$494K
CWM
1933
Centric Wealth Management
Illinois
$493K
DA
1934
Dillon & Associates
Michigan
$492K
CHC
1935
City Holding Co
West Virginia
$491K
PWS
1936
Peterson Wealth Services
Utah
$490K
FM
1937
Foster & Motley
Ohio
$490K
SC
1938
Schubert & Co
Texas
$489K
CPIA
1939
Cornell Pochily Investment Advisors
New York
$489K
RIM
1940
Rockbridge Investment Management
New York
$489K
DP
1941
DDD Partners
Washington
$488K
TWP
1942
Tower Wealth Partners
Pennsylvania
$488K
OFO
1943
OneAscent Family Office
Alabama
$486K
VNA
1944
Valley National Advisers
Pennsylvania
$486K
CWA
1945
Crusonia Wealth Advisors
Colorado
$485K
IIC
1946
Integrated Investment Consultants
Michigan
$484K
SAM
1947
Strategy Asset Managers
California
$484K
TC
1948
Trilogy Capital
California
$484K
PAM
1949
Paradigm Asset Management
New York
$484K
LJCM
1950
Lee Johnson Capital Management
Texas
$483K