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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
RPWA
2176
Regent Peak Wealth Advisors
Georgia
$355K
EGA
2177
E&G Advisors
Texas
$355K
PPWM
2178
PFG Private Wealth Management
Florida
$355K
CF
2179
Claris Financial
Virginia
$355K
IB
2180
Intrust Bank
Kansas
$354K
NDBT
2181
North Dallas Bank & Trust
Texas
$353K
SFS
2182
Sharp Financial Services
Pennsylvania
$353K
NA
2183
Nautilus Advisors
California
$353K
SIC
2184
Samalin Investment Counsel
New York
$353K
CG
2185
Clifford Group
Massachusetts
$353K
ISS
2186
Intesa Sanpaolo SpA.
Italy
$352K
BCM
2187
Berbice Capital Management
New York
$352K
EWA
2188
Encompass Wealth Advisors
Oregon
$352K
PIP
2189
Peachtree Investment Partners
Florida
$352K
TA
2190
TruWealth Advisors
Louisiana
$351K
AWA
2191
Alta Wealth Advisors
Massachusetts
$351K
KIG
2192
Kennedy Investment Group
New Jersey
$349K
JJBC
2193
James J. Burns & Company
New York
$349K
NWM
2194
Northwest Wealth Management
Iowa
$348K
MIC
2195
Means Investment Company
Maine
$348K
LSWP
2196
Liberty Square Wealth Partners
Pennsylvania
$348K
PCWA
2197
Pacific Capital Wealth Advisors
California
$347K
WAG
2198
Winthrop Advisory Group
Massachusetts
$345K
VCP
2199
Vista Capital Partners
Oregon
$345K
DOA
2200
D'Orazio & Associates
Virginia
$344K