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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
PFM
2451
Patton Fund Management
Texas
$245K
BFC
2452
Blue Fin Capital
Rhode Island
$245K
BCM
2453
Becker Capital Management
Oregon
$244K
BWP
2454
BlueStem Wealth Partners
Minnesota
$244K
DAC
2455
Dutch Asset Corp
New York
$244K
GAB
2456
German American Bancorp
Indiana
$243K
SCP
2457
Sivia Capital Partners
California
$243K
CB
2458
Chris Bulman
California
$243K
TF
2459
Trek Financial
Arizona
$242K
HFS
2460
Hoge Financial Services
Pennsylvania
$242K
QWM
2461
Quadcap Wealth Management
Texas
$242K
CAM
2462
Close Asset Management
United Kingdom
$242K
BFIC
2463
Bedell Frazier Investment Counselling
California
$242K
KIA
2464
Knollwood Investment Advisory
Maryland
$242K
WC
2465
Wexford Capital
Florida
$242K
BOTPPF
2466
Board of the Pension Protection Fund
United Kingdom
$242K
CFAM
2467
Center For Asset Management
Florida
$242K
NCM
2468
Novare Capital Management
North Carolina
$241K
SPFA
2469
Summit Place Financial Advisors
New Jersey
$241K
NIM
2470
Northeast Investment Management
Massachusetts
$241K
GFA
2471
Gallagher Fiduciary Advisors
Illinois
$241K
LF
2472
Lantz Financial
Illinois
$241K
BRM
2473
Boston Research & Management
Massachusetts
$241K
TCWM
2474
Total Clarity Wealth Management
Illinois
$241K
HIS
2475
Harvest Investment Services
Illinois
$241K