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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
BCWM
301
Bartlett & Co Wealth Management
Ohio
$32.4M
CF
302
Covea Finance
France
$32.4M
Pathstone Holdings
303
Pathstone Holdings
New Jersey
$32.3M
NA
304
NewEdge Advisors
Louisiana
$32.2M
WP
305
Woodline Partners
California
$31.9M
DWM
306
Destination Wealth Management
California
$31.9M
AB
307
Amalgamated Bank
New York
$31.6M
AAM
308
Advisors Asset Management
Colorado
$30.9M
UM
309
UniSuper Management
Australia
$30.8M
BBVA
310
Banco Bilbao Vizcaya Argentaria
Spain
$30.7M
FMI
311
Factory Mutual Insurance
Massachusetts
$30.4M
MCM
312
MAI Capital Management
Ohio
$30.4M
ZIG
313
Zurich Insurance Group
Switzerland
$30.2M
HC
314
Henshaw Capital
Massachusetts
$29.9M
LCAM
315
Long Corridor Asset Management
Hong Kong
$29.6M
DMC
316
Drexel Morgan & Co
Pennsylvania
$29M
SMFG
317
Sumitomo Mitsui Financial Group
Japan
$29M
FT
318
Fiduciary Trust
Massachusetts
$28.9M
PC
319
Port Capital
Illinois
$28.7M
UIM
320
USS Investment Management
United Kingdom
$28.5M
Optiver Holding
321
Optiver Holding
Netherlands
$28.4M
MML Investors Services
322
MML Investors Services
Massachusetts
$28.3M
Squarepoint
323
Squarepoint
New York
$27.9M
WA
324
Waverly Advisors
Alabama
$27.8M
BPA
325
Beacon Pointe Advisors
California
$27.5M