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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
HKAM
2101
Horizon Kinetics Asset Management
New York
$395K
MPIA
2102
Mountain Pacific Investment Advisers
Idaho
$395K
AFT
2103
Alpha Family Trust
California
$395K
HAS
2104
HBW Advisory Services
California
$393K
RIA
2105
Regal Investment Advisors
Michigan
$393K
LWIC
2106
Leith Wheeler Investment Counsel
British Columbia, Canada
$393K
HIIFS
2107
Harel Insurance Investments & Financial Services
Israel
$393K
Acadian Asset Management
2108
Acadian Asset Management
Massachusetts
$392K
MHR
2109
Matthew Hamilton Rosenberg
$392K
VWM
2110
Vigilare Wealth Management
Arizona
$391K
1WM
2111
1900 Wealth Management
Texas
$390K
SAA
2112
Southeast Asset Advisors
Georgia
$389K
BCM
2113
BTC Capital Management
Iowa
$388K
APW
2114
Aurora Private Wealth
New Jersey
$387K
4WM
2115
4J Wealth Management
Virginia
$387K
PIN
2116
Prudent Investors Network
California
$386K
SMC
2117
Smith, Moore & Co
Missouri
$386K
FA
2118
Fagan Associates
New York
$386K
FFBTD
2119
First Financial Bank - Trust Division
Ohio
$385K
GFPC
2120
Global Financial Private Client
Florida
$385K
EPP
2121
ETF Portfolio Partners
Kansas
$384K
SAM
2122
Summit Asset Management
Tennessee
$383K
JGC
2123
J. Goldman & Co
New York
$383K
MW
2124
Maia Wealth
Colorado
$382K
TCOTS
2125
Trust Company of the South
North Carolina
$381K