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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
LCGC
1976
Legacy Capital Group California
California
$468K
EWA
1977
Exencial Wealth Advisors
Oklahoma
$467K
PWM
1978
Pines Wealth Management
North Carolina
$466K
RFA
1979
Reyes Financial Architecture
California
$466K
DAM
1980
Delta Asset Management
Tennessee
$465K
VGDSS
1981
VUB Generali dochodkova spravcovska spolocnost
$465K
IRC
1982
Investors Research Corp
Georgia
$464K
TFA
1983
Toth Financial Advisory
Virginia
$464K
AA
1984
Acorns Advisers
California
$463K
BIM
1985
Barton Investment Management
Pennsylvania
$461K
BCFD
1986
Boit C.F. David
$461K
CA
1987
Commerce Advisors
Tennessee
$461K
LAM
1988
LECAP Asset Management
United Kingdom
$461K
BEW
1989
Burton Enright Welch
California
$460K
HWMO
1990
Heritage Wealth Management (Ohio)
Ohio
$459K
OCM
1991
Osterweis Capital Management
California
$458K
OC
1992
Optima Capital
Oregon
$457K
MCM
1993
MV Capital Management
Maryland
$457K
EA
1994
Enclave Advisors
Texas
$456K
WPW
1995
Waldron Private Wealth
Pennsylvania
$456K
GI
1996
Gradient Investments
Minnesota
$456K
FMLI
1997
Fukoku Mutual Life Insurance
Japan
$455K
MA
1998
MJP Associates
Connecticut
$454K
HI
1999
HBK Investments
Texas
$454K
MUAMU
2000
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$454K