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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
Macquarie Group
351
Macquarie Group
Australia
$24.6M
DIA
352
Dana Investment Advisors
Wisconsin
$24.3M
BBI
353
Baxter Bros Inc
Connecticut
$24.2M
NYLIM
354
New York Life Investment Management
New York
$24.2M
LCM
355
LVM Capital Management
Michigan
$24.1M
HPC
356
HM Payson & Co
Maine
$23.8M
AS
357
Aware Super
Australia
$23.5M
Lido Advisors
358
Lido Advisors
California
$23.4M
LCAM
359
London & Capital Asset Management
United Kingdom
$23.3M
NIM
360
NEOS Investment Management
Connecticut
$23.2M
Allspring Global Investments
361
Allspring Global Investments
North Carolina
$23.2M
BCIM
362
British Columbia Investment Management
British Columbia, Canada
$23M
FCMC
363
Founders Capital Management (Connecticut)
Connecticut
$22.9M
KAS
364
Kestra Advisory Services
Texas
$22.7M
Vontobel Holding
365
Vontobel Holding
Switzerland
$22.6M
CLGM
366
Capitolis Liquid Global Markets
New York
$22.5M
AHB
367
Abner Herrman & Brock
New Jersey
$22.4M
HW
368
Hancock Whitney
Mississippi
$22.3M
Mackenzie Financial
369
Mackenzie Financial
Ontario, Canada
$22.2M
MCM
370
Maple Capital Management
Vermont
$22.1M
EMPI
371
Elo Mutual Pension Insurance
Finland
$22M
BSA
372
Braun Stacey Associates
New York
$21.8M
GWM
373
GDS Wealth Management
Texas
$21.7M
NAM
374
Nissay Asset Management
Japan
$21.5M
MFIM
375
Mesirow Financial Investment Management
Illinois
$21.3M