We are live on ! Find out more
AXP icon

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