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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
SSWM
2201
Strait & Sound Wealth Management
California
$344K
TWP
2202
Triad Wealth Partners
Kansas
$344K
OCWP
2203
Owl Creek Wealth Partners
Colorado
$343K
UWP
2204
Uniting Wealth Partners
Kansas
$343K
SCM
2205
Schnieders Capital Management
California
$342K
HI
2206
Hudock Inc
Pennsylvania
$342K
SW
2207
Solidarity Wealth
Utah
$341K
GS
2208
GWN Securities
Florida
$341K
UFA
2209
Uptown Financial Advisors
Texas
$341K
CTA
2210
Colonial Trust Advisors
South Carolina
$341K
EFG
2211
Ehrlich Financial Group
California
$340K
SPAS
2212
Spectrum Planning & Advisory Services
California
$339K
WF
2213
Willow Financial
Arkansas
$338K
CWA
2214
Canvas Wealth Advisors
Kansas
$338K
MF
2215
Manchester Financial
California
$337K
TFA
2216
Transamerica Financial Advisors
Florida
$337K
BSSFA
2217
Baron Silver Stevens Financial Advisors
Florida
$335K
FFA
2218
Fi3 Financial Advisors
Indiana
$335K
APW
2219
Acima Private Wealth
Virginia
$333K
EV
2220
EJMK Ventures
Illinois
$332K
FBT
2221
First Bankers Trust
Kentucky
$332K
NAMNJ
2222
NorthStar Asset Management (New Jersey)
New Jersey
$331K
SHGA
2223
Sand Hill Global Advisors
California
$331K
GIA
2224
Guyasuta Investment Advisors
Pennsylvania
$329K
RAM
2225
Redmond Asset Management
Virginia
$329K