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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
R
2076
Rebalance
California
$410K
AAG
2077
Armstrong Advisory Group
Massachusetts
$410K
CMP
2078
Coston McIsaac & Partners
Maine
$410K
LPT
2079
Legacy Private Trust
Wisconsin
$410K
AWM
2080
Austin Wealth Management
Texas
$409K
HWA
2081
HHM Wealth Advisors
Tennessee
$409K
AP
2082
Advisortrust Partners
North Carolina
$409K
KFI
2083
Key Financial Inc
Pennsylvania
$409K
MMHP
2084
Murphy Middleton Hinkle & Parker
Georgia
$408K
NAMP
2085
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$408K
OPA
2086
Old Port Advisors
Maine
$407K
SFG
2087
Shum Financial Group
California
$407K
GAM
2088
Groupama Asset Management
France
$407K
DS
2089
DRW Securities
Illinois
$407K
1CP
2090
17 Capital Partners
Arizona
$406K
SN
2091
Sittner & Nelson
Oregon
$406K
LOWM
2092
Laurel Oak Wealth Management
New Jersey
$405K
WG
2093
Wealth Group
North Carolina
$404K
WP
2094
WealthShield Partners
North Carolina
$404K
HFRG
2095
Houlihan Financial Resource Group
Virginia
$404K
MBC
2096
Michael Brady & Co
Ohio
$404K
APWA
2097
Atlas Private Wealth Advisors
New Jersey
$404K
WCFA
2098
Walkner Condon Financial Advisors
Wisconsin
$403K
PA
2099
Planning Alternatives
Michigan
$402K
OIS
2100
OneAscent Investment Solutions
Alabama
$400K