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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
CAM
451
Cresset Asset Management
Illinois
$15M
SCM
452
Stanley Capital Management
Texas
$14.8M
GT
453
Glenview Trust
Kentucky
$14.7M
PA
454
Perennial Advisors
New York
$14.7M
AI
455
Atria Investments
North Carolina
$14.7M
SCM
456
Shelton Capital Management
Colorado
$14.7M
ATC
457
Argent Trust Co
Tennessee
$14.5M
DILIC
458
Dai-ichi Life Insurance Company
Japan
$14.4M
SWM
459
Stockman Wealth Management
Montana
$14.4M
BBHC
460
Brown Brothers Harriman & Co
New York
$14.4M
UAM
461
Unison Asset Management
Florida
$14.3M
MWM
462
Modern Wealth Management
Kansas
$14.3M
CIA
463
Choate Investment Advisors
Massachusetts
$14.3M
SIG
464
Sky Investment Group
Connecticut
$14.3M
MFG
465
Merit Financial Group
Georgia
$14.2M
JAFL
466
Jay A. Fishman Ltd
Michigan
$14.1M
MIF
467
Mediolanum International Funds
Ireland
$14.1M
FBB
468
Fulton Breakefield Broenniman
Maryland
$14M
CA
469
Clearstead Advisors
Ohio
$13.8M
PCH
470
Polar Capital Holdings
United Kingdom
$13.7M
ACA
471
Aptus Capital Advisors
Alabama
$13.6M
RP
472
Rice Partnership
Hawaii
$13.4M
ERIC
473
Eagle Rock Investment Company
Georgia
$13.4M
ACM
474
Advisors Capital Management
New Jersey
$13.4M
PCM
475
Penserra Capital Management
California
$13.4M