AXP icon

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
GPW
2401
Genesis Private Wealth
Virginia
$258K
FVWA
2402
Foster Victor Wealth Advisors
South Carolina
$258K
Verition Fund Management
2403
Verition Fund Management
Connecticut
$258K
HFS
2404
Hopwood Financial Services
Virginia
$258K
PWC
2405
Pathfinder Wealth Consulting
North Carolina
$258K
SDWMA
2406
Schneider Downs Wealth Management Advisors
Pennsylvania
$257K
GB
2407
Goepper Burkhardt
South Carolina
$257K
TFM
2408
TFC Financial Management
Massachusetts
$257K
SAM
2409
Simplify Asset Management
Nevada
$256K
BWS
2410
Broadway Wealth Solutions
Texas
$256K
HCM
2411
Hengehold Capital Management
Ohio
$255K
CAM
2412
CenterStar Asset Management
Illinois
$255K
PG
2413
Prostatis Group
Maryland
$255K
CPWL
2414
Coquina Private Wealth LLC
Florida
$254K
FMII
2415
Farmers & Merchants Investments Inc
Nebraska
$254K
OCM
2416
Orion Capital Management
California
$254K
NWM
2417
Navigate Wealth Management
Alabama
$254K
FC
2418
Financial Council
Maryland
$253K
IF
2419
IRON Financial
Illinois
$253K
IAS
2420
Integrity Advisory Solutions
Texas
$252K
HGWM
2421
Horst & Graben Wealth Management
Oregon
$252K
CFS
2422
Commonwealth Financial Services
West Virginia
$252K
RB
2423
Renasant Bank
Mississippi
$252K
AMPWP
2424
Alvarez & Marsal Private Wealth Partners
Florida
$252K
DF
2425
DecisionPoint Financial
Arizona
$252K