We are live on ! Find out more
AXP icon

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