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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
HFS
2451
Hoge Financial Services
Pennsylvania
$242K
QWM
2452
Quadcap Wealth Management
Texas
$242K
CAM
2453
Close Asset Management
United Kingdom
$242K
BFIC
2454
Bedell Frazier Investment Counselling
California
$242K
WC
2455
Wexford Capital
Florida
$242K
KIA
2456
Knollwood Investment Advisory
Maryland
$242K
BOTPPF
2457
Board of the Pension Protection Fund
United Kingdom
$242K
CFAM
2458
Center For Asset Management
Florida
$242K
NCM
2459
Novare Capital Management
North Carolina
$241K
SPFA
2460
Summit Place Financial Advisors
New Jersey
$241K
NIM
2461
Northeast Investment Management
Massachusetts
$241K
GFA
2462
Gallagher Fiduciary Advisors
Illinois
$241K
LF
2463
Lantz Financial
Illinois
$241K
BRM
2464
Boston Research & Management
Massachusetts
$241K
TCWM
2465
Total Clarity Wealth Management
Illinois
$241K
HIS
2466
Harvest Investment Services
Illinois
$241K
DCM
2467
Dorato Capital Management
Colorado
$240K
DIM
2468
DLK Investment Management
California
$240K
THL
2469
Tillman Hartley LLC
Colorado
$240K
ASG
2470
Ariston Services Group
California
$240K
SGFG
2471
Silver Grove Financial Group
New York
$239K
CWA
2472
Clarity Wealth Advisors
California
$238K
AW
2473
Apricus Wealth
South Carolina
$238K
MWA
2474
Medallion Wealth Advisors
Connecticut
$237K
LFGO
2475
Legacy Financial Group (Oklahoma)
Oklahoma
$237K