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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
CWP
576
Cyndeo Wealth Partners
Florida
$8.85M
Group One Trading
577
Group One Trading
Illinois
$8.77M
HCMT
578
Highland Capital Management (Tennessee)
Tennessee
$8.73M
Assenagon Asset Management
579
Assenagon Asset Management
Luxembourg
$8.71M
MOS
580
MGO One Seven
Ohio
$8.7M
SMI
581
Shelter Mutual Insurance
Missouri
$8.69M
IAA
582
Independent Advisor Alliance
North Carolina
$8.64M
AG
583
Ascent Group
Virginia
$8.62M
PBC
584
Pavion Blue Capital
California
$8.61M
VI
585
VectorGlobal IAG
Florida
$8.58M
EWA
586
EP Wealth Advisors
California
$8.53M
OAC
587
OMERS Administration Corp
Ontario, Canada
$8.53M
IWC
588
Integrated Wealth Concepts
Massachusetts
$8.48M
CIM
589
Contravisory Investment Management
Massachusetts
$8.46M
DJSG
590
D.J. St. Germain
Massachusetts
$8.41M
DWM
591
Diversify Wealth Management
Utah
$8.33M
Pacer Advisors
592
Pacer Advisors
Pennsylvania
$8.32M
TCIIS
593
TIAA-CREF Individual & Institutional Services
New York
$8.32M
VCM
594
Voleon Capital Management
California
$8.31M
LSERS
595
Louisiana State Employees Retirement System
Louisiana
$8.26M
PS
596
Principal Securities
Iowa
$8.21M
NEI
597
Northwest & Ethical Investments
Ontario, Canada
$8.21M
SWP
598
Stratos Wealth Partners
Ohio
$8.19M
MSRPS
599
Maryland State Retirement & Pension System
Maryland
$8.18M
1SB
600
1ST Source Bank
Indiana
$8.15M