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American Express

2,884 hedge funds and large institutions have $175B invested in American Express in 2026 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,069 increasing their positions, 1,218 reducing their positions, and 283 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 first-time investments, than exits

New positions opened: 188 | Existing positions closed: 283

34% less funds holding in top 10

Funds holding in top 10: 10771 (-36)

Holders
2,884
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
NRCM
451
North Reef Capital Management
California
$15.1M
CAM
452
Cresset Asset Management
Illinois
$15M
SCM
453
Stanley Capital Management
Texas
$14.8M
GT
454
Glenview Trust
Kentucky
$14.7M
PA
455
Perennial Advisors
New York
$14.7M
AI
456
Atria Investments
North Carolina
$14.7M
SCM
457
Shelton Capital Management
Colorado
$14.7M
ATC
458
Argent Trust Co
Tennessee
$14.5M
DILIC
459
Dai-ichi Life Insurance Company
Japan
$14.4M
SWM
460
Stockman Wealth Management
Montana
$14.4M
BBHC
461
Brown Brothers Harriman & Co
New York
$14.4M
UAM
462
Unison Asset Management
Florida
$14.3M
MWM
463
Modern Wealth Management
Kansas
$14.3M
CIA
464
Choate Investment Advisors
Massachusetts
$14.3M
SIG
465
Sky Investment Group
Connecticut
$14.3M
MFG
466
Merit Financial Group
Georgia
$14.2M
JAFL
467
Jay A. Fishman Ltd
Michigan
$14.1M
MIF
468
Mediolanum International Funds
Ireland
$14.1M
FBB
469
Fulton Breakefield Broenniman
Maryland
$14M
CA
470
Clearstead Advisors
Ohio
$13.8M
PCH
471
Polar Capital Holdings
United Kingdom
$13.7M
ACA
472
Aptus Capital Advisors
Alabama
$13.6M
RP
473
Rice Partnership
Hawaii
$13.4M
ERIC
474
Eagle Rock Investment Company
Georgia
$13.4M
ACM
475
Advisors Capital Management
New Jersey
$13.4M