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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
Group One Trading
576
Group One Trading
Illinois
$8.77M
HCMT
577
Highland Capital Management (Tennessee)
Tennessee
$8.73M
Assenagon Asset Management
578
Assenagon Asset Management
Luxembourg
$8.71M
MOS
579
MGO One Seven
Ohio
$8.7M
SMI
580
Shelter Mutual Insurance
Missouri
$8.69M
IAA
581
Independent Advisor Alliance
North Carolina
$8.64M
AG
582
Ascent Group
Virginia
$8.62M
PBC
583
Pavion Blue Capital
California
$8.61M
EWA
584
EP Wealth Advisors
California
$8.53M
OAC
585
OMERS Administration Corp
Ontario, Canada
$8.53M
IWC
586
Integrated Wealth Concepts
Massachusetts
$8.48M
CIM
587
Contravisory Investment Management
Massachusetts
$8.46M
DJSG
588
D.J. St. Germain
Massachusetts
$8.41M
DWM
589
Diversify Wealth Management
Utah
$8.33M
TCIIS
590
TIAA-CREF Individual & Institutional Services
New York
$8.32M
VCM
591
Voleon Capital Management
California
$8.31M
LSERS
592
Louisiana State Employees Retirement System
Louisiana
$8.26M
PS
593
Principal Securities
Iowa
$8.21M
NEI
594
Northwest & Ethical Investments
Ontario, Canada
$8.21M
SWP
595
Stratos Wealth Partners
Ohio
$8.19M
MSRPS
596
Maryland State Retirement & Pension System
Maryland
$8.18M
1SB
597
1ST Source Bank
Indiana
$8.15M
RIM
598
Reliant Investment Management
Tennessee
$8.03M
SCM
599
Silvant Capital Management
Georgia
$8.02M
FG
600
Foster Group
Iowa
$8.02M