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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
SWP
476
Strategic Wealth Partners
Ohio
$13M
LG
477
LaFleur & Godfrey
Michigan
$13M
FGP
478
Foyston, Gordon, & Payne
Ontario, Canada
$12.9M
GIBU
479
Gulf International Bank (UK)
United Kingdom
$12.9M
DT
480
Diversified Trust
Tennessee
$12.7M
UF
481
Univest Financial
Pennsylvania
$12.6M
SC
482
Searle & Co
Connecticut
$12.6M
IMCOOI
483
Investment Management Corp of Ontario (IMCO)
Canada
$12.6M
AF
484
Avanza Fonder
Sweden
$12.6M
EH
485
Equitable Holdings
New York
$12.5M
SJL
486
Shayne & Jacobs LLC
Tennessee
$12.5M
VCAM
487
Van Cleef Asset Management
Ohio
$12.4M
NB
488
Norinchukin Bank
Japan
$12.4M
SC
489
Scotia Capital
Ontario, Canada
$12.3M
CA
490
Cullinan Associates
Kentucky
$12.3M
VT
491
Vise Technologies
New York
$12.2M
Carson Wealth (CWM LLC)
492
Carson Wealth (CWM LLC)
Nebraska
$12.1M
GAM
493
Griffin Asset Management
New York
$12.1M
WTC
494
WhitTier Trust Company
Nevada
$12M
NLGIA
495
Nippon Life Global Investors Americas
New York
$12M
MKA
496
M. Kulyk & Associates
Georgia
$12M
CSP
497
Cary Street Partners
Virginia
$12M
JFG
498
Jefferies Financial Group
New York
$11.9M
GC
499
Grimes & Company
Massachusetts
$11.9M
SF
500
Summit Financial
New Jersey
$11.7M