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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
PMSA
2051
Patrick M. Sweeney & Associates
Illinois
$424K
EM
2052
ELCO Management
New York
$423K
MFS
2053
Mirabella Financial Services
United Kingdom
$423K
BPW
2054
BlueDoor Private Wealth
Massachusetts
$423K
WI
2055
WrapManager Inc
California
$421K
WTB
2056
Washington Trust Bank
Washington
$420K
CS
2057
Capital Square
Tennessee
$418K
BP
2058
BBR Partners
New York
$418K
OA
2059
Oasis Advisors
Iowa
$418K
SL
2060
Summitry LLC
California
$418K
WCA
2061
Westover Capital Advisors
Delaware
$417K
PCP
2062
Proficio Capital Partners
Massachusetts
$416K
FDDB
2063
Fidelity D&D Bancorp
Pennsylvania
$416K
WDC
2064
Woodward Diversified Capital
California
$416K
PHM
2065
Prospect Hill Management
New Jersey
$416K
FAM
2066
Formidable Asset Management
Ohio
$415K
FOA
2067
Five Oceans Advisors
California
$415K
CFG
2068
Carter Financial Group
Illinois
$415K
JWBC
2069
J.W. Burns & Co
New York
$415K
GA
2070
Greenspring Advisors
Maryland
$414K
SH
2071
SLT Holdings
Arizona
$413K
KOC
2072
Koss-Olinger Consulting
Florida
$413K
CAG
2073
Centerpoint Advisory Group
Kansas
$413K
NRC
2074
New Republic Capital
North Carolina
$412K
R
2075
Rebalance
California
$410K