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American Express

2,884 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, 1,218 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
2,884
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
CAAS
2051
Capital Asset Advisory Services
Michigan
$424K
PMSA
2052
Patrick M. Sweeney & Associates
Illinois
$424K
EM
2053
ELCO Management
New York
$423K
MFS
2054
Mirabella Financial Services
United Kingdom
$423K
BPW
2055
BlueDoor Private Wealth
Massachusetts
$423K
WI
2056
WrapManager Inc
California
$421K
WTB
2057
Washington Trust Bank
Washington
$420K
CS
2058
Capital Square
Tennessee
$418K
BP
2059
BBR Partners
New York
$418K
OA
2060
Oasis Advisors
Iowa
$418K
SL
2061
Summitry LLC
California
$418K
WCA
2062
Westover Capital Advisors
Delaware
$417K
PCP
2063
Proficio Capital Partners
Massachusetts
$416K
FDDB
2064
Fidelity D&D Bancorp
Pennsylvania
$416K
WDC
2065
Woodward Diversified Capital
California
$416K
PHM
2066
Prospect Hill Management
New Jersey
$416K
FAM
2067
Formidable Asset Management
Ohio
$415K
FOA
2068
Five Oceans Advisors
California
$415K
CFG
2069
Carter Financial Group
Illinois
$415K
JWBC
2070
J.W. Burns & Co
New York
$415K
GA
2071
Greenspring Advisors
Maryland
$414K
SH
2072
SLT Holdings
Arizona
$413K
KOC
2073
Koss-Olinger Consulting
Florida
$413K
CAG
2074
Centerpoint Advisory Group
Kansas
$413K
NRC
2075
New Republic Capital
North Carolina
$412K