AXP icon

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
NF
2251
Nikulski Financial
Iowa
$318K
NQWM
2252
Northwest Quadrant Wealth Management
Oregon
$317K
SW
2253
SMART Wealth
Nebraska
$317K
SHJ
2254
Sharkey, Howes & Javer
Colorado
$317K
KJWM
2255
Kiley Juergens Wealth Management
Washington
$317K
AMG
2256
Advisors Management Group
Wisconsin
$316K
RWA
2257
Rooted Wealth Advisors
Illinois
$316K
PCM
2258
Park Capital Management
Wisconsin
$315K
CAM
2259
Clark Asset Management
New Hampshire
$315K
RBC
2260
Roble Belko & Company
Pennsylvania
$315K
CIP
2261
Convergence Investment Partners
Florida
$315K
VCM
2262
Vivaldi Capital Management
Illinois
$314K
BWA
2263
Bestgate Wealth Advisors
Maryland
$313K
WCM
2264
Wedge Capital Management
North Carolina
$313K
ML
2265
Mayport LLC
Massachusetts
$313K
AA
2266
Alesco Advisors
New York
$312K
AWM
2267
Accel Wealth Management
Iowa
$312K
CA
2268
Cornerstone Advisory
Maryland
$312K
JTWM
2269
Jackson Thornton Wealth Management
Alabama
$312K
AFM
2270
Aspetuck Financial Management
Connecticut
$312K
SAM
2271
Stembrook Asset Management
New Jersey
$311K
CPWA
2272
Cerro Pacific Wealth Advisors
California
$310K
WP
2273
WealthPLAN Partners
Nebraska
$310K
NAAA
2274
New Age Alpha Advisors
New York
$310K
CC
2275
Centiva Capital
New York
$309K