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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
PRP
2326
Peak Retirement Planning
Ohio
$290K
CWA
2327
CJM Wealth Advisers
Virginia
$289K
FCA
2328
FLC Capital Advisors
California
$289K
BA
2329
Bellwether Advisors
Nebraska
$289K
FFP
2330
FourThought Financial Partners
Florida
$287K
BFG
2331
Bouchey Financial Group
New York
$287K
IAG
2332
Investment Advisory Group
Massachusetts
$287K
CPSAC
2333
Chas P. Smith & Associates (CPS)
Florida
$287K
AWAU
2334
Alliance Wealth Advisors (Utah)
Utah
$286K
HA
2335
HC Advisors
Georgia
$286K
HG
2336
Harbor Group
New Hampshire
$285K
MCM
2337
Monument Capital Management
Virginia
$284K
SSA
2338
South Street Advisors
New York
$284K
WIM
2339
Westside Investment Management
California
$284K
JWM
2340
JGP Wealth Management
Oregon
$283K
RFN
2341
Redwood Financial Network
Ohio
$283K
SIC
2342
Sterling Investment Counsel
New York
$283K
RCG
2343
Ruane, Cunniff & Goldfarb
New York
$282K
NSAM
2344
North Star Asset Management
Wisconsin
$282K
PFA
2345
Perryman Financial Advisory
Texas
$282K
HCA
2346
Hyperion Capital Advisors
New York
$281K
SSC
2347
Syverson Strege & Co
Iowa
$281K
SWGC
2348
Summit Wealth Group (Colorado)
Colorado
$279K
SSWM
2349
Sheets Smith Wealth Management
North Carolina
$279K
WWM
2350
WT Wealth Management
Arizona
$279K