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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
CA
2001
CSM Advisors
Pennsylvania
$454K
PAS
2002
Professional Advisory Services
Florida
$454K
AAIM
2003
Asset Advisors Investment Management
Georgia
$454K
WA1
2004
Wimmer Associates 1
California
$454K
TNA
2005
True North Advisors
Texas
$452K
HFS
2006
Howard Financial Services
Texas
$452K
AA
2007
Aire Advisors
California
$451K
CIA
2008
Compass Ion Advisors
Pennsylvania
$451K
SCA
2009
Sandy Cove Advisors
Massachusetts
$451K
SWR
2010
Spahn Wealth & Retirement
Arizona
$450K
PWA
2011
Physician Wealth Advisors
Utah
$447K
PFW
2012
Petros Family Wealth
Minnesota
$447K
CPA
2013
Capital Performance Advisors
California
$447K
AWA
2014
Amplius Wealth Advisors
Pennsylvania
$446K
DWM
2015
Drive Wealth Management
Utah
$446K
YDMI
2016
Y.D. More Investments
Israel
$446K
LC
2017
LCNB Corp
Ohio
$446K
FBFS
2018
First Business Financial Services
Wisconsin
$445K
OL
2019
OneFund LLC
Florida
$445K
WFI
2020
West Family Investments
California
$444K
OL
2021
Optas LLC
Texas
$444K
JIP
2022
Jaffetilchin Investment Partners
Florida
$443K
IA
2023
Invested Advisors
Pennsylvania
$443K
RWPA
2024
Richard W. Paul & Associates
Michigan
$443K
CCM
2025
Crew Capital Management
Ohio
$442K