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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
GG
526
Greenwood Gearhart
Arkansas
$10.9M
WCM
527
Westend Capital Management
California
$10.8M
CIA
528
Concurrent Investment Advisors
Florida
$10.8M
B
529
Bensler
Washington
$10.6M
LOAMS
530
Lombard Odier Asset Management (Switzerland)
Switzerland
$10.6M
HVIA
531
Hudson Valley Investment Advisors
New York
$10.6M
NFGCM
532
Norman Fields Gottscho Capital Management
New York
$10.4M
MHC
533
Meyer Handelman Company
New York
$10.4M
JC
534
Jacobs & Co
California
$10.4M
HMP
535
HS Management Partners
New York
$10.3M
PAG
536
Private Advisory Group
Washington
$10.3M
KFC
537
Klingenstein Fields & Co
New York
$10.2M
RB
538
Rodgers Brothers
Pennsylvania
$10.2M
SAM
539
SP Asset Management
California
$10.2M
SCA
540
Stokes Capital Advisors
South Carolina
$10.2M
IGAM
541
iA Global Asset Management
Quebec, Canada
$10.1M
SFI
542
Susquehanna Fundamental Investments
Pennsylvania
$10.1M
LNWTC
543
Laird Norton Wetherby Trust Company
Washington
$10M
IEFM
544
IQ EQ Fund Management
Ireland
$9.93M
IG
545
ING Group
Netherlands
$9.93M
PAI
546
Pittenger & Anderson Inc
Nebraska
$9.93M
SWIG
547
Strategic Wealth Investment Group
Kentucky
$9.91M
ANTB
548
AMG National Trust Bank
Colorado
$9.86M
ASN
549
Advisory Services Network
Georgia
$9.84M
LSWM
550
Lorne Steinberg Wealth Management
Canada
$9.82M