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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
CS
2051
Capital Square
Tennessee
$418K
BP
2052
BBR Partners
New York
$418K
OA
2053
Oasis Advisors
Iowa
$418K
SL
2054
Summitry LLC
California
$418K
WCA
2055
Westover Capital Advisors
Delaware
$417K
PCP
2056
Proficio Capital Partners
Massachusetts
$416K
FDDB
2057
Fidelity D&D Bancorp
Pennsylvania
$416K
WDC
2058
Woodward Diversified Capital
California
$416K
PHM
2059
Prospect Hill Management
New Jersey
$416K
FAM
2060
Formidable Asset Management
Ohio
$415K
FOA
2061
Five Oceans Advisors
California
$415K
CFG
2062
Carter Financial Group
Illinois
$415K
JWBC
2063
J.W. Burns & Co
New York
$415K
GA
2064
Greenspring Advisors
Maryland
$414K
SH
2065
SLT Holdings
Arizona
$413K
KOC
2066
Koss-Olinger Consulting
Florida
$413K
CAG
2067
Centerpoint Advisory Group
Kansas
$413K
NRC
2068
New Republic Capital
North Carolina
$412K
R
2069
Rebalance
California
$410K
AAG
2070
Armstrong Advisory Group
Massachusetts
$410K
CMP
2071
Coston McIsaac & Partners
Maine
$410K
LPT
2072
Legacy Private Trust
Wisconsin
$410K
AWM
2073
Austin Wealth Management
Texas
$409K
HWA
2074
HHM Wealth Advisors
Tennessee
$409K
AP
2075
Advisortrust Partners
North Carolina
$409K