We are live on ! Find out more
AXP icon

American Express

2,884 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, 1,218 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
2,884
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
MSCM
2151
McElhenny Sheffield Capital Management
Texas
$374K
GRWP
2152
Green Ridge Wealth Planning
New Jersey
$371K
AWAG
2153
ARS Wealth Advisors Group
Florida
$371K
ACA
2154
Ascension Capital Advisors
Texas
$370K
APA
2155
Astoria Portfolio Advisors
New York
$369K
GAMC
2156
Garner Asset Management Corp
Texas
$369K
EIM
2157
Essex Investment Management
Massachusetts
$369K
SSG
2158
Summit Securities Group
New York
$368K
HPM
2159
Hoxton Planning & Management
West Virginia
$368K
WQ
2160
Wealth Quarterback
New Jersey
$368K
OBGC
2161
O'Brien Greene & Co
Pennsylvania
$368K
FCM
2162
Firestone Capital Management
Florida
$368K
FAMI
2163
Fideuram Asset Management (Ireland)
$366K
ECA
2164
Elevated Capital Advisors
Utah
$365K
SMWM
2165
Silvia McColl Wealth Management
California
$365K
VC
2166
Vicus Capital
Pennsylvania
$365K
JF
2167
Joule Financial
Kentucky
$364K
LI
2168
Lafayette Investments
Maryland
$364K
FGWP
2169
Founders Grove Wealth Partners
Virginia
$363K
AP
2170
Anchyra Partners
Georgia
$363K
NA
2171
Navellier & Associates
Nevada
$363K
MBTD
2172
Mechanics Bank - Trust Department
California
$363K
CSB
2173
City State Bank
Iowa
$363K
OFG
2174
Omega Financial Group
California
$363K
SSA
2175
Shepherd Street Advisors
California
$363K