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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
AGWCA
2251
Annis Gardner Whiting Capital Advisors
Florida
$320K
VIM
2252
Vista Investment Management
Pennsylvania
$320K
EFG
2253
Ethos Financial Group
Pennsylvania
$320K
VFA
2254
Voya Financial Advisors
Connecticut
$319K
CPC
2255
Congress Park Capital
New York
$319K
BWP
2256
Burling Wealth Partners
Illinois
$318K
NF
2257
Nikulski Financial
Iowa
$318K
NQWM
2258
Northwest Quadrant Wealth Management
Oregon
$317K
SW
2259
SMART Wealth
Nebraska
$317K
SHJ
2260
Sharkey, Howes & Javer
Colorado
$317K
KJWM
2261
Kiley Juergens Wealth Management
Washington
$317K
AMG
2262
Advisors Management Group
Wisconsin
$316K
RWA
2263
Rooted Wealth Advisors
Illinois
$316K
PCM
2264
Park Capital Management
Wisconsin
$315K
CAM
2265
Clark Asset Management
New Hampshire
$315K
RBC
2266
Roble Belko & Company
Pennsylvania
$315K
CIP
2267
Convergence Investment Partners
Florida
$315K
VCM
2268
Vivaldi Capital Management
Illinois
$314K
BWA
2269
Bestgate Wealth Advisors
Maryland
$313K
WCM
2270
Wedge Capital Management
North Carolina
$313K
ML
2271
Mayport LLC
Massachusetts
$313K
AA
2272
Alesco Advisors
New York
$312K
AWM
2273
Accel Wealth Management
Iowa
$312K
CA
2274
Cornerstone Advisory
Maryland
$312K
JTWM
2275
Jackson Thornton Wealth Management
Alabama
$312K