We are live on ! Find out more
AXP icon

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
FH
2376
FWG Holdings
Florida
$269K
PFG
2377
Prosperity Financial Group
California
$269K
WMA
2378
Wealth Management Associates
New Jersey
$268K
FA
2379
FDx Advisors
Illinois
$268K
GPI
2380
General Partner Inc
Pennsylvania
$268K
AWA
2381
Argos Wealth Advisors
California
$268K
SG
2382
Strid Group
Pennsylvania
$268K
KA
2383
KLCM Advisors
Wisconsin
$267K
LSA
2384
L & S Advisors
California
$267K
MSWM
2385
Mowery & Schoenfeld Wealth Management
Illinois
$265K
DC
2386
DeDora Capital
California
$265K
MGWM
2387
Marks Group Wealth Management
Minnesota
$265K
TC
2388
Tannin Capital
North Carolina
$265K
KWM
2389
Kingsman Wealth Management
Florida
$264K
CB
2390
CNB Bank
Pennsylvania
$264K
FWP
2391
Falcon Wealth Planning
California
$264K
CWAG
2392
Compton Wealth Advisory Group
Virginia
$263K
LK
2393
Lumbard & Kellner
New Hampshire
$263K
FNWM
2394
Financial Network Wealth Management
Utah
$263K
AW
2395
Atlas Wealth
Ohio
$263K
PWP
2396
Ponta Wealth Partners
Florida
$263K
OBWG
2397
Onyx Bridge Wealth Group
New York
$263K
GWM
2398
GSB Wealth Management
Connecticut
$262K
BG
2399
Bollard Group
Massachusetts
$262K
PAM
2400
PVG Asset Management
Colorado
$262K