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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
OF
1951
Optimize Financial
California
$479K
KPWG
1952
KFA Private Wealth Group
Virginia
$478K
RWP
1953
Ridgecrest Wealth Partners
California
$478K
NC
1954
North Capital
Utah
$477K
S
1955
Sunpointe
Missouri
$476K
CAM
1956
CPA Asset Management
Florida
$475K
FFA
1957
Fragasso Financial Advisors
Pennsylvania
$475K
APIM
1958
Agate Pass Investment Management
Washington
$475K
WAM
1959
Walker Asset Management
Missouri
$474K
KFA
1960
Kapstone Financial Advisors
Ohio
$473K
MSWA
1961
Marshall & Sterling Wealth Advisors
New York
$472K
GIPW
1962
Granite Islands Private Wealth
Connecticut
$471K
EDRH
1963
Edmond de Rothschild Holding
Switzerland
$471K
SI
1964
Severin Investments
Missouri
$471K
FBC
1965
Fairfield, Bush & Co
Connecticut
$470K
OL
1966
Owen LaRue
Kentucky
$470K
AWP
1967
Accretive Wealth Partners
New Jersey
$470K
RWP
1968
Revolve Wealth Partners
New Jersey
$470K
LI
1969
LMCG Investments
Massachusetts
$469K
LCGC
1970
Legacy Capital Group California
California
$468K
EWA
1971
Exencial Wealth Advisors
Oklahoma
$467K
PWM
1972
Pines Wealth Management
North Carolina
$466K
RFA
1973
Reyes Financial Architecture
California
$466K
DAM
1974
Delta Asset Management
Tennessee
$465K
VGDSS
1975
VUB Generali dochodkova spravcovska spolocnost
$465K