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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
SBCM
251
Schwerin Boyle Capital Management
Massachusetts
$43.4M
CS
252
Central Securities
New York
$42.3M
SOMRS
253
State of Michigan Retirement System
Michigan
$42.3M
Mirae Asset Global Investments
254
Mirae Asset Global Investments
South Korea
$42.3M
CTB
255
Country Trust Bank
Illinois
$41.4M
BFS
256
Bradley Foster & Sargent
Connecticut
$41.2M
Bank of Nova Scotia
257
Bank of Nova Scotia
Ontario, Canada
$41.2M
CFB
258
Cullen/Frost Bankers
Texas
$41.1M
VOYA Investment Management
259
VOYA Investment Management
Georgia
$40.6M
CB
260
Commerce Bank
Missouri
$40.6M
A
261
Allianz
Germany
$40.4M
TAM
262
Todd Asset Management
Kentucky
$40.3M
MIM
263
MetLife Investment Management
New Jersey
$40.3M
SCM
264
Sterling Capital Management
North Carolina
$40.2M
RWP
265
RWA Wealth Partners
Massachusetts
$40M
Rafferty Asset Management
266
Rafferty Asset Management
New York
$39.6M
OSAM
267
O'Shaughnessy Asset Management
Connecticut
$39.4M
DWA
268
Douglass Winthrop Advisors
New York
$39.1M
OIAM
269
OFI Invest Asset Management
France
$39M
PTPFOECYE
270
PBU - The Pension Fund of Early Childhood & Youth Educators
$38.7M
TRSOTSOK
271
Teachers Retirement System of the State of Kentucky
Kentucky
$38.7M
UCFA
272
United Capital Financial Advisors
Texas
$38.6M
EB
273
Eastern Bank
Massachusetts
$38.4M
LCI
274
L1 Capital International
Australia
$38.2M
Marshall Wace
275
Marshall Wace
United Kingdom
$38.1M