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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
WSA
2026
Wealth Science Advisors
Georgia
$441K
FB
2027
First Bancorp
Maine
$439K
PB
2028
Prosperity Bancshares
Texas
$439K
5NPW
2029
55 North Private Wealth
Florida
$438K
KFS
2030
Kaizen Financial Strategies
California
$438K
AWM
2031
Activest Wealth Management
Florida
$437K
ECAM
2032
East Coast Asset Management
Massachusetts
$436K
HWA
2033
Heritage Wealth Advisors
Virginia
$436K
NB
2034
Northwest Bancshares
Pennsylvania
$435K
EA
2035
Everpar Advisors
Oklahoma
$433K
CFO
2036
CVA Family Office
Colorado
$433K
WA
2037
Wealthstar Advisors
Texas
$433K
6F
2038
626 Financial
Michigan
$433K
HW
2039
HORAN Wealth
Ohio
$432K
MCM
2040
Mendel Capital Management
Arkansas
$431K
RIM
2041
Redwood Investment Management
Arizona
$429K
GCM
2042
Graham Capital Management
Connecticut
$429K
FWM
2043
Forza Wealth Management
Florida
$428K
MIM
2044
Merrion Investment Management
New Jersey
$428K
MAG
2045
Mayfair Advisory Group
Alabama
$426K
Walleye Capital
2046
Walleye Capital
New York
$426K
BMWS
2047
Brady Martz Wealth Solutions
North Dakota
$425K
SDAM
2048
Shulman DeMeo Asset Management
New York
$424K
TNAM
2049
Terra Nova Asset Management
New York
$424K
CAAS
2050
Capital Asset Advisory Services
Michigan
$424K