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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
2351
Saxony Capital Management
Missouri
$278K
RPCONE
2352
Retirement Planning Company of New England
Rhode Island
$278K
SC
2353
Stephenson & Company
California
$278K
ACG
2354
Allen Capital Group
Nebraska
$278K
USWIA
2355
UP Strategic Wealth Investment Advisors
Pennsylvania
$278K
PEA
2356
Park Edge Advisors
Ohio
$277K
KIG
2357
Kessler Investment Group
Indiana
$277K
PMFA
2358
Plante Moran Financial Advisors
Michigan
$276K
AWS
2359
Alliance Wealth Strategies
Virginia
$276K
RMDI
2360
R.M. Davis Inc
Maine
$276K
SC
2361
Summa Corp
Texas
$275K
OWM
2362
Omnitrust Wealth Management
Florida
$275K
VIP
2363
Vista Investment Partners
Oklahoma
$275K
XWL
2364
XXI Wealth LLC
Illinois
$275K
EIA
2365
Edgemoor Investment Advisors
Maryland
$274K
KWA
2366
Kellett Wealth Advisors
Ohio
$274K
NBWM
2367
North Berkeley Wealth Management
California
$274K
PFA
2368
Plotkin Financial Advisors
Maryland
$273K
PWM
2369
Peck Wealth Management
New York
$272K
TF
2370
Talbot Financial
Washington
$272K
JCM
2371
Jacobsen Capital Management
Utah
$272K
PSCM
2372
Per Stirling Capital Management
Texas
$272K
OWA
2373
OakTrust Wealth Advisors
Connecticut
$270K
FC
2374
Financial Consulate
Maryland
$269K
FH
2375
FWG Holdings
Florida
$269K