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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
NWM
2201
Northwest Wealth Management
Iowa
$348K
MIC
2202
Means Investment Company
Maine
$348K
LSWP
2203
Liberty Square Wealth Partners
Pennsylvania
$348K
PCWA
2204
Pacific Capital Wealth Advisors
California
$347K
WAG
2205
Winthrop Advisory Group
Massachusetts
$345K
VCP
2206
Vista Capital Partners
Oregon
$345K
DOA
2207
D'Orazio & Associates
Virginia
$344K
SSWM
2208
Strait & Sound Wealth Management
California
$344K
TWP
2209
Triad Wealth Partners
Kansas
$344K
OCWP
2210
Owl Creek Wealth Partners
Colorado
$343K
UWP
2211
Uniting Wealth Partners
Kansas
$343K
SCM
2212
Schnieders Capital Management
California
$342K
HI
2213
Hudock Inc
Pennsylvania
$342K
SW
2214
Solidarity Wealth
Utah
$341K
GS
2215
GWN Securities
Florida
$341K
UFA
2216
Uptown Financial Advisors
Texas
$341K
CTA
2217
Colonial Trust Advisors
South Carolina
$341K
EFG
2218
Ehrlich Financial Group
California
$340K
SPAS
2219
Spectrum Planning & Advisory Services
California
$339K
WF
2220
Willow Financial
Arkansas
$338K
CWA
2221
Canvas Wealth Advisors
Kansas
$338K
MF
2222
Manchester Financial
California
$337K
TFA
2223
Transamerica Financial Advisors
Florida
$337K
BSSFA
2224
Baron Silver Stevens Financial Advisors
Florida
$335K
FFA
2225
Fi3 Financial Advisors
Indiana
$335K