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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
MAWCM
2276
Mine & Arao Wealth Creation & Management
California
$307K
VC
2277
Veery Capital
Delaware
$307K
BWM
2278
Buckley Wealth Management
Nevada
$306K
LI
2279
LRI Investments
Florida
$306K
AAMG
2280
AMG Asset Management Group
Georgia
$306K
EBSAM
2281
Eubel Brady & Suttman Asset Management
Ohio
$306K
WMP
2282
Wealth Management Partners
Arizona
$306K
ACM
2283
Aurdan Capital Management
Pennsylvania
$306K
PWM
2284
Partnership Wealth Management
Maryland
$305K
FISPB
2285
Fideuram - Intesa Sanpaolo Private Banking
$305K
OWM
2286
Orca Wealth Management
Florida
$304K
AFW
2287
Avantra Family Wealth
Pennsylvania
$304K
IAAG
2288
Innovative Asset Advisors Group
Connecticut
$304K
AGA
2289
Arkos Global Advisors
Texas
$304K
GGI
2290
Godsey & Gibb Inc
Virginia
$304K
IIA
2291
IPG Investment Advisors
California
$303K
MIM
2292
Meridiem Investment Management
United Kingdom
$303K
GJIA
2293
Glass Jacobson Investment Advisors
Maryland
$302K
BOA
2294
Birnam Oak Advisors
New York
$302K
SCM
2295
Stonebridge Capital Management
California
$302K
SA
2296
Sovran Advisors
California
$302K
PWAM
2297
Pinnacle West Asset Management
Wyoming
$302K
BWM
2298
Baron Wealth Management
Michigan
$301K
CCG
2299
Catalina Capital Group
California
$301K
NEWAS
2300
N.E.W. Advisory Services
Wisconsin
$301K