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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
GP
601
Guardian Partners
Canada
$8M
UB
602
UMB Bank
Missouri
$7.97M
BWAM
603
Boyd Watterson Asset Management
Ohio
$7.94M
RSWM
604
Robertson Stephens Wealth Management
California
$7.93M
HL
605
HeadInvest LLC
Maine
$7.92M
Bessemer Group
606
Bessemer Group
New Jersey
$7.9M
Hudson Bay Capital Management
607
Hudson Bay Capital Management
Connecticut
$7.89M
Kovitz Investment Group Partners
608
Kovitz Investment Group Partners
Illinois
$7.89M
CT
609
Coastline Trust
Rhode Island
$7.88M
HI
610
Horizon Investments
North Carolina
$7.83M
CL
611
Choreo LLC
Illinois
$7.79M
SIM
612
Seaview Investment Managers
Florida
$7.77M
DA
613
DCM Advisors
New York
$7.74M
NGA
614
Naples Global Advisors
Florida
$7.74M
CTC
615
Central Trust Company
Missouri
$7.69M
KWM
616
Kingsview Wealth Management
Oregon
$7.65M
BF
617
BOK Financial
Oklahoma
$7.59M
CCG
618
Chatham Capital Group
Georgia
$7.55M
MGP
619
Metis Global Partners
California
$7.5M
NMERB
620
New Mexico Educational Retirement Board
New Mexico
$7.49M
SCM
621
Saba Capital Management
New York
$7.48M
RC
622
Roundview Capital
New Jersey
$7.48M
RAM
623
Riggs Asset Management
Pennsylvania
$7.45M
JWCA
624
J.W. Cole Advisors
Florida
$7.4M
GAM
625
Gotham Asset Management
New York
$7.39M