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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
CAL
2101
Capital Advisors Ltd
Ohio
$399K
KFAS
2102
Keating Financial Advisory Services
Kansas
$399K
PGAM
2103
Princeton Global Asset Management
New Jersey
$398K
TIM
2104
Tortoise Investment Management
New York
$397K
KP
2105
Kitching Partners
Pennsylvania
$396K
MFPI
2106
Midwest Financial Partners Investments
Minnesota
$395K
HKAM
2107
Horizon Kinetics Asset Management
New York
$395K
MPIA
2108
Mountain Pacific Investment Advisers
Idaho
$395K
AFT
2109
Alpha Family Trust
California
$395K
HAS
2110
HBW Advisory Services
California
$393K
RIA
2111
Regal Investment Advisors
Michigan
$393K
LWIC
2112
Leith Wheeler Investment Counsel
British Columbia, Canada
$393K
HIIFS
2113
Harel Insurance Investments & Financial Services
Israel
$393K
Acadian Asset Management
2114
Acadian Asset Management
Massachusetts
$392K
MHR
2115
Matthew Hamilton Rosenberg
$392K
VWM
2116
Vigilare Wealth Management
Arizona
$391K
1WM
2117
1900 Wealth Management
Texas
$390K
SAA
2118
Southeast Asset Advisors
Georgia
$389K
BCM
2119
BTC Capital Management
Iowa
$388K
APW
2120
Aurora Private Wealth
New Jersey
$387K
4WM
2121
4J Wealth Management
Virginia
$387K
PIN
2122
Prudent Investors Network
California
$386K
SMC
2123
Smith, Moore & Co
Missouri
$386K
FA
2124
Fagan Associates
New York
$386K
FFBTD
2125
First Financial Bank - Trust Division
Ohio
$385K