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American Express

2,853 hedge funds and large institutions have $175B invested in American Express in 2026 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 1,060 increasing their positions, 1,204 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 (-$42.2B)

34% less funds holding in top 10

Funds holding in top 10: 10771 (-36)

35% less first-time investments, than exits

New positions opened: 186 | Existing positions closed: 284

Holders
2,853
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
CS
251
Central Securities
New York
$42.3M
SOMRS
252
State of Michigan Retirement System
Michigan
$42.3M
Mirae Asset Global Investments
253
Mirae Asset Global Investments
South Korea
$42.3M
CTB
254
Country Trust Bank
Illinois
$41.4M
BFS
255
Bradley Foster & Sargent
Connecticut
$41.2M
Bank of Nova Scotia
256
Bank of Nova Scotia
Ontario, Canada
$41.2M
CFB
257
Cullen/Frost Bankers
Texas
$41.1M
VOYA Investment Management
258
VOYA Investment Management
Georgia
$40.6M
CB
259
Commerce Bank
Missouri
$40.6M
A
260
Allianz
Germany
$40.4M
TAM
261
Todd Asset Management
Kentucky
$40.3M
MIM
262
MetLife Investment Management
New Jersey
$40.3M
SCM
263
Sterling Capital Management
North Carolina
$40.2M
RWP
264
RWA Wealth Partners
Massachusetts
$40M
Rafferty Asset Management
265
Rafferty Asset Management
New York
$39.6M
OSAM
266
O'Shaughnessy Asset Management
Connecticut
$39.4M
DWA
267
Douglass Winthrop Advisors
New York
$39.1M
OIAM
268
OFI Invest Asset Management
France
$39M
PTPFOECYE
269
PBU - The Pension Fund of Early Childhood & Youth Educators
$38.7M
TRSOTSOK
270
Teachers Retirement System of the State of Kentucky
Kentucky
$38.7M
UCFA
271
United Capital Financial Advisors
Texas
$38.6M
EB
272
Eastern Bank
Massachusetts
$38.4M
LCI
273
L1 Capital International
Australia
$38.2M
Marshall Wace
274
Marshall Wace
United Kingdom
$38.1M
RFC
275
Regions Financial Corp
Alabama
$38M