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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
GRWP
2151
Green Ridge Wealth Planning
New Jersey
$371K
AWAG
2152
ARS Wealth Advisors Group
Florida
$371K
ACA
2153
Ascension Capital Advisors
Texas
$370K
APA
2154
Astoria Portfolio Advisors
New York
$369K
GAMC
2155
Garner Asset Management Corp
Texas
$369K
EIM
2156
Essex Investment Management
Massachusetts
$369K
SSG
2157
Summit Securities Group
New York
$368K
HPM
2158
Hoxton Planning & Management
West Virginia
$368K
WQ
2159
Wealth Quarterback
New Jersey
$368K
OBGC
2160
O'Brien Greene & Co
Pennsylvania
$368K
FCM
2161
Firestone Capital Management
Florida
$368K
FAMI
2162
Fideuram Asset Management (Ireland)
$366K
ECA
2163
Elevated Capital Advisors
Utah
$365K
SMWM
2164
Silvia McColl Wealth Management
California
$365K
VC
2165
Vicus Capital
Pennsylvania
$365K
JF
2166
Joule Financial
Kentucky
$364K
LI
2167
Lafayette Investments
Maryland
$364K
FGWP
2168
Founders Grove Wealth Partners
Virginia
$363K
AP
2169
Anchyra Partners
Georgia
$363K
NA
2170
Navellier & Associates
Nevada
$363K
MBTD
2171
Mechanics Bank - Trust Department
California
$363K
CSB
2172
City State Bank
Iowa
$363K
OFG
2173
Omega Financial Group
California
$363K
SSA
2174
Shepherd Street Advisors
California
$363K
AIP
2175
Avail Investment Partners
Pennsylvania
$360K