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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
KIG
2351
Kessler Investment Group
Indiana
$277K
PMFA
2352
Plante Moran Financial Advisors
Michigan
$276K
AWS
2353
Alliance Wealth Strategies
Virginia
$276K
RMDI
2354
R.M. Davis Inc
Maine
$276K
SC
2355
Summa Corp
Texas
$275K
OWM
2356
Omnitrust Wealth Management
Florida
$275K
VIP
2357
Vista Investment Partners
Oklahoma
$275K
XWL
2358
XXI Wealth LLC
Illinois
$275K
EIA
2359
Edgemoor Investment Advisors
Maryland
$274K
KWA
2360
Kellett Wealth Advisors
Ohio
$274K
NBWM
2361
North Berkeley Wealth Management
California
$274K
PFA
2362
Plotkin Financial Advisors
Maryland
$273K
PWM
2363
Peck Wealth Management
New York
$272K
TF
2364
Talbot Financial
Washington
$272K
JCM
2365
Jacobsen Capital Management
Utah
$272K
PSCM
2366
Per Stirling Capital Management
Texas
$272K
OWA
2367
OakTrust Wealth Advisors
Connecticut
$270K
FC
2368
Financial Consulate
Maryland
$269K
FH
2369
FWG Holdings
Florida
$269K
PFG
2370
Prosperity Financial Group
California
$269K
WMA
2371
Wealth Management Associates
New Jersey
$268K
FA
2372
FDx Advisors
Illinois
$268K
GPI
2373
General Partner Inc
Pennsylvania
$268K
AWA
2374
Argos Wealth Advisors
California
$268K
SG
2375
Strid Group
Pennsylvania
$268K