AXP icon

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
GWM
376
GDS Wealth Management
Texas
$21.7M
NAM
377
Nissay Asset Management
Japan
$21.5M
MFIM
378
Mesirow Financial Investment Management
Illinois
$21.3M
MIM
379
Marco Investment Management
Georgia
$21.2M
HP
380
Holowesko Partners
Bahamas
$21.1M
CI Investments Inc
381
CI Investments Inc
Ontario, Canada
$21M
SOADOR
382
State of Alaska Department of Revenue
Alaska
$21M
FSA
383
Franklin Street Advisors
North Carolina
$20.8M
EAM
384
Erste Asset Management
Austria
$20.8M
BCI
385
Brinker Capital Investments
Pennsylvania
$20.6M
OC
386
Oppenheimer & Co
New York
$20.5M
CA
387
Cornerstone Advisors
North Carolina
$20.3M
WT
388
Whittier Trust
California
$20.2M
HWM
389
HB Wealth Management
Georgia
$20.2M
CFG
390
Citizens Financial Group
Rhode Island
$20.2M
PWM
391
Perigon Wealth Management
California
$20.1M
PL
392
Parthenon LLC
Kentucky
$20M
GAM
393
Generali Asset Management
Italy
$20M
ACM
394
Aquatic Capital Management
Illinois
$19.9M
SGM
395
Skye Global Management
Florida
$19.8M
PCIA
396
Prime Capital Investment Advisors
Kansas
$19.8M
PP
397
Prudential plc
United Kingdom
$19.8M
PGFC
398
Peapack-Gladstone Financial Corp
New Jersey
$19.7M
AZ
399
Aquamarine Zurich
Switzerland
$19.7M
Fidelity International
400
Fidelity International
Bermuda
$19.5M