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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
WFMPM
2401
Woodley Farra Manion Portfolio Management
Indiana
$262K
GHA
2402
Granite Harbor Advisors
Texas
$262K
BBES
2403
Buffalo Business & Estate Services
New York
$261K
SRL
2404
Scientech Research LLC
New Jersey
$261K
BFM
2405
Boothbay Fund Management
New York
$260K
PWM
2406
Parkway Wealth Management
Texas
$260K
DP
2407
Dearborn Partners
Illinois
$260K
WPA
2408
Winning Points Advisors
Florida
$260K
CCAL
2409
City Center Advisors LLC
Michigan
$259K
GPW
2410
Genesis Private Wealth
Virginia
$258K
FVWA
2411
Foster Victor Wealth Advisors
South Carolina
$258K
Verition Fund Management
2412
Verition Fund Management
Connecticut
$258K
HFS
2413
Hopwood Financial Services
Virginia
$258K
PWC
2414
Pathfinder Wealth Consulting
North Carolina
$258K
SDWMA
2415
Schneider Downs Wealth Management Advisors
Pennsylvania
$257K
GB
2416
Goepper Burkhardt
South Carolina
$257K
TFM
2417
TFC Financial Management
Massachusetts
$257K
SAM
2418
Simplify Asset Management
Nevada
$256K
BWS
2419
Broadway Wealth Solutions
Texas
$256K
HCM
2420
Hengehold Capital Management
Ohio
$255K
CAM
2421
CenterStar Asset Management
Illinois
$255K
PG
2422
Prostatis Group
Maryland
$255K
CPWL
2423
Coquina Private Wealth LLC
Florida
$254K
FMII
2424
Farmers & Merchants Investments Inc
Nebraska
$254K
OCM
2425
Orion Capital Management
California
$254K