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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
KA
501
Kintegral Advisory
New York
$11.7M
IP
502
Interval Partners
New York
$11.6M
NI
503
NFC Investments
Tennessee
$11.6M
CII
504
Capital International Inc
California
$11.5M
MO
505
McMillan Office
Michigan
$11.5M
BCPWM
506
Bradley & Co Private Wealth Management
Florida
$11.5M
WF
507
WoodTrust Financial
Wisconsin
$11.5M
Nomura Holdings
508
Nomura Holdings
Japan
$11.3M
NAS
509
NWF Advisory Services
California
$11.3M
CI
510
CX Institutional
Indiana
$11.3M
IIC
511
Ironwood Investment Counsel
Arizona
$11.3M
KOCAA
512
Knights of Columbus Asset Advisors
Connecticut
$11.3M
RCM
513
Radnor Capital Management
Pennsylvania
$11.2M
FA
514
Financial Avengers
California
$11.1M
TFA
515
Teamwork Financial Advisors
Texas
$11.1M
EAM
516
Eventide Asset Management
Massachusetts
$11.1M
JG
517
Jain Global
New York
$11.1M
OCA
518
OpenArc Corporate Advisory
Georgia
$11.1M
RCW
519
Rheos Capital Works
Japan
$11.1M
GC
520
Gillson Capital
Illinois
$11M
OIMU
521
Osmosis Investment Management UK
United Kingdom
$11M
DADC
522
D.A. Davidson & Co
Montana
$11M
SIM
523
Stratos Investment Management
Ohio
$11M
SVCP
524
Silicon Valley Capital Partners
California
$10.9M
SAM
525
Stansberry Asset Management
Texas
$10.9M