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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
AA
2001
Aire Advisors
California
$451K
CIA
2002
Compass Ion Advisors
Pennsylvania
$451K
SCA
2003
Sandy Cove Advisors
Massachusetts
$451K
SWR
2004
Spahn Wealth & Retirement
Arizona
$450K
PWA
2005
Physician Wealth Advisors
Utah
$447K
PFW
2006
Petros Family Wealth
Minnesota
$447K
CPA
2007
Capital Performance Advisors
California
$447K
AWA
2008
Amplius Wealth Advisors
Pennsylvania
$446K
DWM
2009
Drive Wealth Management
Utah
$446K
YDMI
2010
Y.D. More Investments
Israel
$446K
LC
2011
LCNB Corp
Ohio
$446K
FBFS
2012
First Business Financial Services
Wisconsin
$445K
OL
2013
OneFund LLC
Florida
$445K
WFI
2014
West Family Investments
California
$444K
OL
2015
Optas LLC
Texas
$444K
JIP
2016
Jaffetilchin Investment Partners
Florida
$443K
IA
2017
Invested Advisors
Pennsylvania
$443K
RWPA
2018
Richard W. Paul & Associates
Michigan
$443K
CCM
2019
Crew Capital Management
Ohio
$442K
WSA
2020
Wealth Science Advisors
Georgia
$441K
FB
2021
First Bancorp
Maine
$439K
PB
2022
Prosperity Bancshares
Texas
$439K
5NPW
2023
55 North Private Wealth
Florida
$438K
KFS
2024
Kaizen Financial Strategies
California
$438K
AWM
2025
Activest Wealth Management
Florida
$437K