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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
KA
2376
KLCM Advisors
Wisconsin
$267K
LSA
2377
L & S Advisors
California
$267K
MSWM
2378
Mowery & Schoenfeld Wealth Management
Illinois
$265K
DC
2379
DeDora Capital
California
$265K
MGWM
2380
Marks Group Wealth Management
Minnesota
$265K
TC
2381
Tannin Capital
North Carolina
$265K
KWM
2382
Kingsman Wealth Management
Florida
$264K
CB
2383
CNB Bank
Pennsylvania
$264K
FWP
2384
Falcon Wealth Planning
California
$264K
CWAG
2385
Compton Wealth Advisory Group
Virginia
$263K
LK
2386
Lumbard & Kellner
New Hampshire
$263K
FNWM
2387
Financial Network Wealth Management
Utah
$263K
AW
2388
Atlas Wealth
Ohio
$263K
PWP
2389
Ponta Wealth Partners
Florida
$263K
OBWG
2390
Onyx Bridge Wealth Group
New York
$263K
GWM
2391
GSB Wealth Management
Connecticut
$262K
BG
2392
Bollard Group
Massachusetts
$262K
WFMPM
2393
Woodley Farra Manion Portfolio Management
Indiana
$262K
GHA
2394
Granite Harbor Advisors
Texas
$262K
BBES
2395
Buffalo Business & Estate Services
New York
$261K
SRL
2396
Scientech Research LLC
New Jersey
$261K
BFM
2397
Boothbay Fund Management
New York
$260K
PWM
2398
Parkway Wealth Management
Texas
$260K
DP
2399
Dearborn Partners
Illinois
$260K
CCAL
2400
City Center Advisors LLC
Michigan
$259K