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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
ECAM
2026
East Coast Asset Management
Massachusetts
$436K
HWA
2027
Heritage Wealth Advisors
Virginia
$436K
NB
2028
Northwest Bancshares
Pennsylvania
$435K
EA
2029
Everpar Advisors
Oklahoma
$433K
CFO
2030
CVA Family Office
Colorado
$433K
WA
2031
Wealthstar Advisors
Texas
$433K
6F
2032
626 Financial
Michigan
$433K
HW
2033
HORAN Wealth
Ohio
$432K
MCM
2034
Mendel Capital Management
Arkansas
$431K
RIM
2035
Redwood Investment Management
Arizona
$429K
GCM
2036
Graham Capital Management
Connecticut
$429K
FWM
2037
Forza Wealth Management
Florida
$428K
MIM
2038
Merrion Investment Management
New Jersey
$428K
MAG
2039
Mayfair Advisory Group
Alabama
$426K
Walleye Capital
2040
Walleye Capital
New York
$426K
BMWS
2041
Brady Martz Wealth Solutions
North Dakota
$425K
SDAM
2042
Shulman DeMeo Asset Management
New York
$424K
TNAM
2043
Terra Nova Asset Management
New York
$424K
CAAS
2044
Capital Asset Advisory Services
Michigan
$424K
PMSA
2045
Patrick M. Sweeney & Associates
Illinois
$424K
EM
2046
ELCO Management
New York
$423K
MFS
2047
Mirabella Financial Services
United Kingdom
$423K
BPW
2048
BlueDoor Private Wealth
Massachusetts
$423K
WI
2049
WrapManager Inc
California
$421K
WTB
2050
Washington Trust Bank
Washington
$420K