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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
AAG
2076
Armstrong Advisory Group
Massachusetts
$410K
CMP
2077
Coston McIsaac & Partners
Maine
$410K
LPT
2078
Legacy Private Trust
Wisconsin
$410K
AWM
2079
Austin Wealth Management
Texas
$409K
HWA
2080
HHM Wealth Advisors
Tennessee
$409K
AP
2081
Advisortrust Partners
North Carolina
$409K
KFI
2082
Key Financial Inc
Pennsylvania
$409K
MMHP
2083
Murphy Middleton Hinkle & Parker
Georgia
$408K
NAMP
2084
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$408K
OPA
2085
Old Port Advisors
Maine
$407K
SFG
2086
Shum Financial Group
California
$407K
GAM
2087
Groupama Asset Management
France
$407K
DS
2088
DRW Securities
Illinois
$407K
1CP
2089
17 Capital Partners
Arizona
$406K
SN
2090
Sittner & Nelson
Oregon
$406K
LOWM
2091
Laurel Oak Wealth Management
New Jersey
$405K
WG
2092
Wealth Group
North Carolina
$404K
WP
2093
WealthShield Partners
North Carolina
$404K
HFRG
2094
Houlihan Financial Resource Group
Virginia
$404K
MBC
2095
Michael Brady & Co
Ohio
$404K
APWA
2096
Atlas Private Wealth Advisors
New Jersey
$404K
WCFA
2097
Walkner Condon Financial Advisors
Wisconsin
$403K
PA
2098
Planning Alternatives
Michigan
$402K
OIS
2099
OneAscent Investment Solutions
Alabama
$400K
T
2100
TrustBank
Illinois
$399K