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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
1832 Asset Management
2426
1832 Asset Management
Ontario, Canada
$252K
FHC
2427
First Heartland Consultants
Missouri
$252K
VW
2428
Vance Wealth
California
$252K
WAM
2429
Weatherly Asset Management
California
$251K
BW
2430
BXM Wealth
Colorado
$251K
IBOK
2431
Independence Bank of Kentucky
Kentucky
$250K
OSNBOA
2432
Old Second National Bank of Aurora
Illinois
$249K
WG
2433
Warner Group
Connecticut
$249K
SGWP
2434
Sun Group Wealth Partners
California
$248K
TIP
2435
Tandem Investment Partners
New Jersey
$248K
TA
2436
Tactive Advisors
Florida
$247K
AFA
2437
Antonelli Financial Advisors
Michigan
$247K
PAM
2438
PCG Asset Management
New Jersey
$247K
SWM
2439
Shrier Wealth Management
California
$246K
DMBA
2440
Deseret Mutual Benefit Administrators
Utah
$246K
VC
2441
Vestor Capital
Illinois
$245K
PFM
2442
Patton Fund Management
Texas
$245K
BFC
2443
Blue Fin Capital
Rhode Island
$245K
BCM
2444
Becker Capital Management
Oregon
$244K
BWP
2445
BlueStem Wealth Partners
Minnesota
$244K
DAC
2446
Dutch Asset Corp
New York
$244K
GAB
2447
German American Bancorp
Indiana
$243K
SCP
2448
Sivia Capital Partners
California
$243K
CB
2449
Chris Bulman
California
$243K
TF
2450
Trek Financial
Arizona
$242K