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