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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
GFPC
2126
Global Financial Private Client
Florida
$385K
EPP
2127
ETF Portfolio Partners
Kansas
$384K
SAM
2128
Summit Asset Management
Tennessee
$383K
JGC
2129
J. Goldman & Co
New York
$383K
MW
2130
Maia Wealth
Colorado
$382K
TCOTS
2131
Trust Company of the South
North Carolina
$381K
MCM
2132
Mainstream Capital Management
California
$381K
GWM
2133
Gibbs Wealth Management
Georgia
$380K
SCM
2134
Sterneck Capital Management
Missouri
$380K
SOW
2135
State of Wyoming
Wyoming
$380K
LW
2136
Libra Wealth
California
$380K
PA
2137
ProCore Advisors
California
$379K
IC
2138
Inscription Capital
Texas
$379K
RA
2139
Ruggaard & Associates
Ohio
$377K
ITG
2140
Index Technologies Group
New York
$377K
TLA
2141
Tanglewood Legacy Advisors
Texas
$377K
TP
2142
TritonPoint Partners
Maryland
$377K
CAM
2143
Claret Asset Management
Quebec, Canada
$377K
BWM
2144
Birchcreek Wealth Management
Ohio
$377K
SWA
2145
SFMG Wealth Advisors
Texas
$376K
CC
2146
Cornerstone Capital
California
$376K
BSAM
2147
Blue Square Asset Management
New York
$375K
BOPW
2148
Brandywine Oak Private Wealth
Pennsylvania
$374K
FFIC
2149
First Fiduciary Investment Counsel
Ohio
$374K
MSCM
2150
McElhenny Sheffield Capital Management
Texas
$374K