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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
AIP
2176
Avail Investment Partners
Pennsylvania
$360K
BDF
2177
Black Diamond Financial
Maryland
$360K
OC
2178
Opinicus Capital
Florida
$359K
AWA
2179
AGH Wealth Advisors
Kansas
$358K
NFG
2180
Nadler Financial Group
Illinois
$356K
TCPG
2181
Trivant Custom Portfolio Group
California
$356K
MIM
2182
Montgomery Investment Management
Maryland
$355K
RPWA
2183
Regent Peak Wealth Advisors
Georgia
$355K
EGA
2184
E&G Advisors
Texas
$355K
PPWM
2185
PFG Private Wealth Management
Florida
$355K
CF
2186
Claris Financial
Virginia
$355K
IB
2187
Intrust Bank
Kansas
$354K
NDBT
2188
North Dallas Bank & Trust
Texas
$353K
SFS
2189
Sharp Financial Services
Pennsylvania
$353K
NA
2190
Nautilus Advisors
California
$353K
SIC
2191
Samalin Investment Counsel
New York
$353K
CG
2192
Clifford Group
Massachusetts
$353K
ISS
2193
Intesa Sanpaolo SpA.
Italy
$352K
BCM
2194
Berbice Capital Management
New York
$352K
EWA
2195
Encompass Wealth Advisors
Oregon
$352K
PIP
2196
Peachtree Investment Partners
Florida
$352K
TA
2197
TruWealth Advisors
Louisiana
$351K
AWA
2198
Alta Wealth Advisors
Massachusetts
$351K
KIG
2199
Kennedy Investment Group
New Jersey
$349K
JJBC
2200
James J. Burns & Company
New York
$349K