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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
MIC
2201
Means Investment Company
Maine
$348K
LSWP
2202
Liberty Square Wealth Partners
Pennsylvania
$348K
PCWA
2203
Pacific Capital Wealth Advisors
California
$347K
WAG
2204
Winthrop Advisory Group
Massachusetts
$345K
VCP
2205
Vista Capital Partners
Oregon
$345K
DOA
2206
D'Orazio & Associates
Virginia
$344K
SSWM
2207
Strait & Sound Wealth Management
California
$344K
TWP
2208
Triad Wealth Partners
Kansas
$344K
OCWP
2209
Owl Creek Wealth Partners
Colorado
$343K
UWP
2210
Uniting Wealth Partners
Kansas
$343K
SCM
2211
Schnieders Capital Management
California
$342K
HI
2212
Hudock Inc
Pennsylvania
$342K
SW
2213
Solidarity Wealth
Utah
$341K
GS
2214
GWN Securities
Florida
$341K
UFA
2215
Uptown Financial Advisors
Texas
$341K
CTA
2216
Colonial Trust Advisors
South Carolina
$341K
EFG
2217
Ehrlich Financial Group
California
$340K
SPAS
2218
Spectrum Planning & Advisory Services
California
$339K
WF
2219
Willow Financial
Arkansas
$338K
CWA
2220
Canvas Wealth Advisors
Kansas
$338K
MF
2221
Manchester Financial
California
$337K
TFA
2222
Transamerica Financial Advisors
Florida
$337K
BSSFA
2223
Baron Silver Stevens Financial Advisors
Florida
$335K
FFA
2224
Fi3 Financial Advisors
Indiana
$335K
APW
2225
Acima Private Wealth
Virginia
$333K