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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
KFI
2076
Key Financial Inc
Pennsylvania
$409K
MMHP
2077
Murphy Middleton Hinkle & Parker
Georgia
$408K
NAMP
2078
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$408K
OPA
2079
Old Port Advisors
Maine
$407K
SFG
2080
Shum Financial Group
California
$407K
GAM
2081
Groupama Asset Management
France
$407K
DS
2082
DRW Securities
Illinois
$407K
1CP
2083
17 Capital Partners
Arizona
$406K
SN
2084
Sittner & Nelson
Oregon
$406K
LOWM
2085
Laurel Oak Wealth Management
New Jersey
$405K
WG
2086
Wealth Group
North Carolina
$404K
WP
2087
WealthShield Partners
North Carolina
$404K
HFRG
2088
Houlihan Financial Resource Group
Virginia
$404K
MBC
2089
Michael Brady & Co
Ohio
$404K
APWA
2090
Atlas Private Wealth Advisors
New Jersey
$404K
WCFA
2091
Walkner Condon Financial Advisors
Wisconsin
$403K
PA
2092
Planning Alternatives
Michigan
$402K
OIS
2093
OneAscent Investment Solutions
Alabama
$400K
T
2094
TrustBank
Illinois
$399K
CAL
2095
Capital Advisors Ltd
Ohio
$399K
KFAS
2096
Keating Financial Advisory Services
Kansas
$399K
PGAM
2097
Princeton Global Asset Management
New Jersey
$398K
TIM
2098
Tortoise Investment Management
New York
$397K
KP
2099
Kitching Partners
Pennsylvania
$396K
MFPI
2100
Midwest Financial Partners Investments
Minnesota
$395K