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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
NWM
2426
Navigate Wealth Management
Alabama
$254K
FC
2427
Financial Council
Maryland
$253K
IF
2428
IRON Financial
Illinois
$253K
IAS
2429
Integrity Advisory Solutions
Texas
$252K
HGWM
2430
Horst & Graben Wealth Management
Oregon
$252K
CFS
2431
Commonwealth Financial Services
West Virginia
$252K
RB
2432
Renasant Bank
Mississippi
$252K
AMPWP
2433
Alvarez & Marsal Private Wealth Partners
Florida
$252K
DF
2434
DecisionPoint Financial
Arizona
$252K
1832 Asset Management
2435
1832 Asset Management
Ontario, Canada
$252K
FHC
2436
First Heartland Consultants
Missouri
$252K
VW
2437
Vance Wealth
California
$252K
WAM
2438
Weatherly Asset Management
California
$251K
BW
2439
BXM Wealth
Colorado
$251K
IBOK
2440
Independence Bank of Kentucky
Kentucky
$250K
OSNBOA
2441
Old Second National Bank of Aurora
Illinois
$249K
WG
2442
Warner Group
Connecticut
$249K
SGWP
2443
Sun Group Wealth Partners
California
$248K
TIP
2444
Tandem Investment Partners
New Jersey
$248K
TA
2445
Tactive Advisors
Florida
$247K
FNB
2446
Farmers National Bank
Kentucky
$247K
AFA
2447
Antonelli Financial Advisors
Michigan
$247K
PAM
2448
PCG Asset Management
New Jersey
$247K
SWM
2449
Shrier Wealth Management
California
$246K
DMBA
2450
Deseret Mutual Benefit Administrators
Utah
$246K