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American Express

2,883 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, 1,217 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
2,883
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
VI
584
VectorGlobal IAG
Florida
$8.58M
EWA
585
EP Wealth Advisors
California
$8.53M
OAC
586
OMERS Administration Corp
Ontario, Canada
$8.53M
IWC
587
Integrated Wealth Concepts
Massachusetts
$8.48M
CIM
588
Contravisory Investment Management
Massachusetts
$8.46M
DJSG
589
D.J. St. Germain
Massachusetts
$8.41M
DWM
590
Diversify Wealth Management
Utah
$8.33M
Pacer Advisors
591
Pacer Advisors
Pennsylvania
$8.32M
TCIIS
592
TIAA-CREF Individual & Institutional Services
New York
$8.32M
VCM
593
Voleon Capital Management
California
$8.31M
LSERS
594
Louisiana State Employees Retirement System
Louisiana
$8.26M
PS
595
Principal Securities
Iowa
$8.21M
NEI
596
Northwest & Ethical Investments
Ontario, Canada
$8.21M
SWP
597
Stratos Wealth Partners
Ohio
$8.19M
MSRPS
598
Maryland State Retirement & Pension System
Maryland
$8.18M
1SB
599
1ST Source Bank
Indiana
$8.15M
RIM
600
Reliant Investment Management
Tennessee
$8.03M