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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
IRC
1976
Investors Research Corp
Georgia
$464K
TFA
1977
Toth Financial Advisory
Virginia
$464K
AA
1978
Acorns Advisers
California
$463K
BIM
1979
Barton Investment Management
Pennsylvania
$461K
BCFD
1980
Boit C.F. David
$461K
CA
1981
Commerce Advisors
Tennessee
$461K
LAM
1982
LECAP Asset Management
United Kingdom
$461K
BEW
1983
Burton Enright Welch
California
$460K
HWMO
1984
Heritage Wealth Management (Ohio)
Ohio
$459K
OCM
1985
Osterweis Capital Management
California
$458K
OC
1986
Optima Capital
Oregon
$457K
MCM
1987
MV Capital Management
Maryland
$457K
EA
1988
Enclave Advisors
Texas
$456K
WPW
1989
Waldron Private Wealth
Pennsylvania
$456K
GI
1990
Gradient Investments
Minnesota
$456K
FMLI
1991
Fukoku Mutual Life Insurance
Japan
$455K
MA
1992
MJP Associates
Connecticut
$454K
HI
1993
HBK Investments
Texas
$454K
MUAMU
1994
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$454K
CA
1995
CSM Advisors
Pennsylvania
$454K
PAS
1996
Professional Advisory Services
Florida
$454K
WA1
1997
Wimmer Associates 1
California
$454K
AAIM
1998
Asset Advisors Investment Management
Georgia
$454K
TNA
1999
True North Advisors
Texas
$452K
HFS
2000
Howard Financial Services
Texas
$452K