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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
GRR
2226
Golden Reserve Retirement
Ohio
$329K
HC
2227
Hamilton Capital
Ohio
$329K
CIAS
2228
CFS Investment Advisory Services
New Jersey
$329K
CL
2229
COWA LLC
Oklahoma
$328K
SFP
2230
Shepherd Financial Partners
Massachusetts
$326K
ESC
2231
Eurizon SLJ Capital
$326K
NFP
2232
Narus Financial Partners
Utah
$326K
PWP
2233
Perfromance Wealth Partners
Illinois
$325K
ISWM
2234
Independent Solutions Wealth Management
New York
$325K
FPB
2235
First PREMIER Bank
South Dakota
$325K
PCMC
2236
Paragon Capital Management (Colorado)
Colorado
$325K
APG
2237
Abacus Planning Group
South Carolina
$325K
CIA
2238
Caerus Investment Advisors
Texas
$324K
JFGIW
2239
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$324K
PCA
2240
Providence Capital Advisors
North Carolina
$324K
MC
2241
Middleton & Co
Massachusetts
$324K
BWFA
2242
Baltimore-Washington Financial Advisors
Maryland
$324K
ODIJL
2243
One Day In July LLC
Vermont
$323K
CFS
2244
CRA Financial Services
New Jersey
$322K
AGWCA
2245
Annis Gardner Whiting Capital Advisors
Florida
$320K
VIM
2246
Vista Investment Management
Pennsylvania
$320K
EFG
2247
Ethos Financial Group
Pennsylvania
$320K
VFA
2248
Voya Financial Advisors
Connecticut
$319K
CPC
2249
Congress Park Capital
New York
$319K
BWP
2250
Burling Wealth Partners
Illinois
$318K