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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
CPSAC
2326
Chas P. Smith & Associates (CPS)
Florida
$287K
AWAU
2327
Alliance Wealth Advisors (Utah)
Utah
$286K
HA
2328
HC Advisors
Georgia
$286K
HG
2329
Harbor Group
New Hampshire
$285K
MCM
2330
Monument Capital Management
Virginia
$284K
SSA
2331
South Street Advisors
New York
$284K
WIM
2332
Westside Investment Management
California
$284K
JWM
2333
JGP Wealth Management
Oregon
$283K
RFN
2334
Redwood Financial Network
Ohio
$283K
SIC
2335
Sterling Investment Counsel
New York
$283K
RCG
2336
Ruane, Cunniff & Goldfarb
New York
$282K
NSAM
2337
North Star Asset Management
Wisconsin
$282K
PFA
2338
Perryman Financial Advisory
Texas
$282K
HCA
2339
Hyperion Capital Advisors
New York
$281K
SSC
2340
Syverson Strege & Co
Iowa
$281K
SWGC
2341
Summit Wealth Group (Colorado)
Colorado
$279K
SSWM
2342
Sheets Smith Wealth Management
North Carolina
$279K
WWM
2343
WT Wealth Management
Arizona
$279K
ACA
2344
Ackerman Capital Advisors
Texas
$278K
SCM
2345
Saxony Capital Management
Missouri
$278K
RPCONE
2346
Retirement Planning Company of New England
Rhode Island
$278K
SC
2347
Stephenson & Company
California
$278K
ACG
2348
Allen Capital Group
Nebraska
$278K
USWIA
2349
UP Strategic Wealth Investment Advisors
Pennsylvania
$278K
PEA
2350
Park Edge Advisors
Ohio
$277K