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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
WF
351
Welch & Forbes
Massachusetts
$24.7M
EI
352
Ethic Inc
New York
$24.6M
GAG
353
GM Advisory Group
New York
$24.6M
Macquarie Group
354
Macquarie Group
Australia
$24.6M
DIA
355
Dana Investment Advisors
Wisconsin
$24.3M
BBI
356
Baxter Bros Inc
Connecticut
$24.2M
NYLIM
357
New York Life Investment Management
New York
$24.2M
LCM
358
LVM Capital Management
Michigan
$24.1M
HPC
359
HM Payson & Co
Maine
$23.8M
AS
360
Aware Super
Australia
$23.5M
Lido Advisors
361
Lido Advisors
California
$23.4M
LCAM
362
London & Capital Asset Management
United Kingdom
$23.3M
NIM
363
NEOS Investment Management
Connecticut
$23.2M
Allspring Global Investments
364
Allspring Global Investments
North Carolina
$23.2M
BCIM
365
British Columbia Investment Management
British Columbia, Canada
$23M
FCMC
366
Founders Capital Management (Connecticut)
Connecticut
$22.9M
KAS
367
Kestra Advisory Services
Texas
$22.7M
Vontobel Holding
368
Vontobel Holding
Switzerland
$22.6M
CLGM
369
Capitolis Liquid Global Markets
New York
$22.5M
AHB
370
Abner Herrman & Brock
New Jersey
$22.4M
HW
371
Hancock Whitney
Mississippi
$22.3M
Mackenzie Financial
372
Mackenzie Financial
Ontario, Canada
$22.2M
MCM
373
Maple Capital Management
Vermont
$22.1M
EMPI
374
Elo Mutual Pension Insurance
Finland
$22M
BSA
375
Braun Stacey Associates
New York
$21.8M