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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
XPN
2301
XY Planning Network
Montana
$301K
HWA
2302
Heartwood Wealth Advisors
Virginia
$300K
AIA
2303
Allied Investment Advisors
Montana
$299K
CAWM
2304
Capital Advisors Wealth Management
Washington
$298K
HT
2305
Headlands Technologies
Illinois
$298K
BWP
2306
Barlow Wealth Partners
Kentucky
$297K
SI
2307
Seeds Investor
New York
$297K
NF
2308
NavPoint Financial
Minnesota
$297K
ATI
2309
Act Two Investors
California
$296K
FNTC
2310
First Nebraska Trust Co
Nebraska
$295K
EWM
2311
EPG Wealth Management
Georgia
$294K
RFM
2312
Royal Fund Management
Florida
$294K
GPA
2313
Garrison Point Advisors
California
$293K
CAC
2314
Certified Advisory Corp
Florida
$293K
NCTC
2315
New Covenant Trust Company
Indiana
$292K
GSWA
2316
Good Steward Wealth Advisors
Tennessee
$291K
WP
2317
WealthSpring Partners
California
$291K
GWM
2318
Greenwich Wealth Management
Connecticut
$290K
PRP
2319
Peak Retirement Planning
Ohio
$290K
CWA
2320
CJM Wealth Advisers
Virginia
$289K
FCA
2321
FLC Capital Advisors
California
$289K
BA
2322
Bellwether Advisors
Nebraska
$289K
FFP
2323
FourThought Financial Partners
Florida
$287K
BFG
2324
Bouchey Financial Group
New York
$287K
IAG
2325
Investment Advisory Group
Massachusetts
$287K