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American Express

2,884 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, 1,218 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
2,884
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
JTWM
2276
Jackson Thornton Wealth Management
Alabama
$312K
AFM
2277
Aspetuck Financial Management
Connecticut
$312K
SAM
2278
Stembrook Asset Management
New Jersey
$311K
CPWA
2279
Cerro Pacific Wealth Advisors
California
$310K
WP
2280
WealthPLAN Partners
Nebraska
$310K
NAAA
2281
New Age Alpha Advisors
New York
$310K
CC
2282
Centiva Capital
New York
$309K
MAWCM
2283
Mine & Arao Wealth Creation & Management
California
$307K
VC
2284
Veery Capital
Delaware
$307K
BWM
2285
Buckley Wealth Management
Nevada
$306K
LI
2286
LRI Investments
Florida
$306K
AAMG
2287
AMG Asset Management Group
Georgia
$306K
EBSAM
2288
Eubel Brady & Suttman Asset Management
Ohio
$306K
WMP
2289
Wealth Management Partners
Arizona
$306K
ACM
2290
Aurdan Capital Management
Pennsylvania
$306K
PWM
2291
Partnership Wealth Management
Maryland
$305K
FISPB
2292
Fideuram - Intesa Sanpaolo Private Banking
$305K
OWM
2293
Orca Wealth Management
Florida
$304K
AFW
2294
Avantra Family Wealth
Pennsylvania
$304K
IAAG
2295
Innovative Asset Advisors Group
Connecticut
$304K
AGA
2296
Arkos Global Advisors
Texas
$304K
GGI
2297
Godsey & Gibb Inc
Virginia
$304K
IIA
2298
IPG Investment Advisors
California
$303K
MIM
2299
Meridiem Investment Management
United Kingdom
$303K
GJIA
2300
Glass Jacobson Investment Advisors
Maryland
$302K