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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
MCM
2126
Mainstream Capital Management
California
$381K
GWM
2127
Gibbs Wealth Management
Georgia
$380K
SCM
2128
Sterneck Capital Management
Missouri
$380K
SOW
2129
State of Wyoming
Wyoming
$380K
LW
2130
Libra Wealth
California
$380K
PA
2131
ProCore Advisors
California
$379K
IC
2132
Inscription Capital
Texas
$379K
RA
2133
Ruggaard & Associates
Ohio
$377K
ITG
2134
Index Technologies Group
New York
$377K
TLA
2135
Tanglewood Legacy Advisors
Texas
$377K
TP
2136
TritonPoint Partners
Maryland
$377K
CAM
2137
Claret Asset Management
Quebec, Canada
$377K
BWM
2138
Birchcreek Wealth Management
Ohio
$377K
SWA
2139
SFMG Wealth Advisors
Texas
$376K
CC
2140
Cornerstone Capital
California
$376K
BSAM
2141
Blue Square Asset Management
New York
$375K
BOPW
2142
Brandywine Oak Private Wealth
Pennsylvania
$374K
FFIC
2143
First Fiduciary Investment Counsel
Ohio
$374K
MSCM
2144
McElhenny Sheffield Capital Management
Texas
$374K
GRWP
2145
Green Ridge Wealth Planning
New Jersey
$371K
AWAG
2146
ARS Wealth Advisors Group
Florida
$371K
ACA
2147
Ascension Capital Advisors
Texas
$370K
APA
2148
Astoria Portfolio Advisors
New York
$369K
GAMC
2149
Garner Asset Management Corp
Texas
$369K
EIM
2150
Essex Investment Management
Massachusetts
$369K