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American Express

2,884 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, 1,218 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
2,884
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
LJCM
1951
Lee Johnson Capital Management
Texas
$483K
ICP
1952
Impact Capital Partners
Colorado
$482K
GC
1953
GatePass Capital
Ohio
$482K
SWM
1954
Silverlake Wealth Management
Vermont
$482K
ISFAN
1955
Investor's Fiduciary Advisor Network
Washington
$481K
LC
1956
Lavaca Capital
Texas
$481K
CPC
1957
Consolidated Planning Corp
Georgia
$479K
OF
1958
Optimize Financial
California
$479K
KPWG
1959
KFA Private Wealth Group
Virginia
$478K
RWP
1960
Ridgecrest Wealth Partners
California
$478K
NC
1961
North Capital
Utah
$477K
S
1962
Sunpointe
Missouri
$476K
CAM
1963
CPA Asset Management
Florida
$475K
FFA
1964
Fragasso Financial Advisors
Pennsylvania
$475K
APIM
1965
Agate Pass Investment Management
Washington
$475K
WAM
1966
Walker Asset Management
Missouri
$474K
KFA
1967
Kapstone Financial Advisors
Ohio
$473K
MSWA
1968
Marshall & Sterling Wealth Advisors
New York
$472K
GIPW
1969
Granite Islands Private Wealth
Connecticut
$471K
EDRH
1970
Edmond de Rothschild Holding
Switzerland
$471K
SI
1971
Severin Investments
Missouri
$471K
FBC
1972
Fairfield, Bush & Co
Connecticut
$470K
OL
1973
Owen LaRue
Kentucky
$470K
AWP
1974
Accretive Wealth Partners
New Jersey
$470K
RWP
1975
Revolve Wealth Partners
New Jersey
$470K