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