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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
SCM
2301
Stonebridge Capital Management
California
$302K
SA
2302
Sovran Advisors
California
$302K
PWAM
2303
Pinnacle West Asset Management
Wyoming
$302K
BWM
2304
Baron Wealth Management
Michigan
$301K
CCG
2305
Catalina Capital Group
California
$301K
NEWAS
2306
N.E.W. Advisory Services
Wisconsin
$301K
XPN
2307
XY Planning Network
Montana
$301K
HWA
2308
Heartwood Wealth Advisors
Virginia
$300K
AIA
2309
Allied Investment Advisors
Montana
$299K
CAWM
2310
Capital Advisors Wealth Management
Washington
$298K
HT
2311
Headlands Technologies
Illinois
$298K
BWP
2312
Barlow Wealth Partners
Kentucky
$297K
SI
2313
Seeds Investor
New York
$297K
NF
2314
NavPoint Financial
Minnesota
$297K
ATI
2315
Act Two Investors
California
$296K
FNT
2316
First Nebraska Trust
Nebraska
$295K
EWM
2317
EPG Wealth Management
Georgia
$294K
RFM
2318
Royal Fund Management
Florida
$294K
GPA
2319
Garrison Point Advisors
California
$293K
CAC
2320
Certified Advisory Corp
Florida
$293K
NCTC
2321
New Covenant Trust Company
Indiana
$292K
GSWA
2322
Good Steward Wealth Advisors
Tennessee
$291K
WP
2323
WealthSpring Partners
California
$291K
GWM
2324
Greenwich Wealth Management
Connecticut
$290K
PRP
2325
Peak Retirement Planning
Ohio
$290K