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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
SSG
2151
Summit Securities Group
New York
$368K
HPM
2152
Hoxton Planning & Management
West Virginia
$368K
WQ
2153
Wealth Quarterback
New Jersey
$368K
OBGC
2154
O'Brien Greene & Co
Pennsylvania
$368K
FCM
2155
Firestone Capital Management
Florida
$368K
FAMI
2156
Fideuram Asset Management (Ireland)
$366K
ECA
2157
Elevated Capital Advisors
Utah
$365K
SMWM
2158
Silvia McColl Wealth Management
California
$365K
VC
2159
Vicus Capital
Pennsylvania
$365K
JF
2160
Joule Financial
Kentucky
$364K
LI
2161
Lafayette Investments
Maryland
$364K
FGWP
2162
Founders Grove Wealth Partners
Virginia
$363K
AP
2163
Anchyra Partners
Georgia
$363K
NA
2164
Navellier & Associates
Nevada
$363K
MBTD
2165
Mechanics Bank - Trust Department
California
$363K
CSB
2166
City State Bank
Iowa
$363K
OFG
2167
Omega Financial Group
California
$363K
SSA
2168
Shepherd Street Advisors
California
$363K
AIP
2169
Avail Investment Partners
Pennsylvania
$360K
BDF
2170
Black Diamond Financial
Maryland
$360K
OC
2171
Opinicus Capital
Florida
$359K
AWA
2172
AGH Wealth Advisors
Kansas
$358K
NFG
2173
Nadler Financial Group
Illinois
$356K
TCPG
2174
Trivant Custom Portfolio Group
California
$356K
MIM
2175
Montgomery Investment Management
Maryland
$355K