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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
RIM
601
Reliant Investment Management
Tennessee
$8.03M
SCM
602
Silvant Capital Management
Georgia
$8.02M
FG
603
Foster Group
Iowa
$8.02M
GP
604
Guardian Partners
Canada
$8M
UB
605
UMB Bank
Missouri
$7.97M
BWAM
606
Boyd Watterson Asset Management
Ohio
$7.94M
RSWM
607
Robertson Stephens Wealth Management
California
$7.93M
HL
608
HeadInvest LLC
Maine
$7.92M
Bessemer Group
609
Bessemer Group
New Jersey
$7.9M
Hudson Bay Capital Management
610
Hudson Bay Capital Management
Connecticut
$7.89M
Kovitz Investment Group Partners
611
Kovitz Investment Group Partners
Illinois
$7.89M
CT
612
Coastline Trust
Rhode Island
$7.88M
HI
613
Horizon Investments
North Carolina
$7.83M
CL
614
Choreo LLC
Illinois
$7.79M
SIM
615
Seaview Investment Managers
Florida
$7.77M
DA
616
DCM Advisors
New York
$7.74M
NGA
617
Naples Global Advisors
Florida
$7.74M
CTC
618
Central Trust Company
Missouri
$7.69M
KWM
619
Kingsview Wealth Management
Oregon
$7.65M
BF
620
BOK Financial
Oklahoma
$7.59M
CCG
621
Chatham Capital Group
Georgia
$7.55M
MGP
622
Metis Global Partners
California
$7.5M
NMERB
623
New Mexico Educational Retirement Board
New Mexico
$7.49M
SCM
624
Saba Capital Management
New York
$7.48M
RC
625
Roundview Capital
New Jersey
$7.48M