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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
SCM
601
Silvant Capital Management
Georgia
$8.02M
FG
602
Foster Group
Iowa
$8.02M
GP
603
Guardian Partners
Canada
$8M
UB
604
UMB Bank
Missouri
$7.97M
BWAM
605
Boyd Watterson Asset Management
Ohio
$7.94M
RSWM
606
Robertson Stephens Wealth Management
California
$7.93M
HL
607
HeadInvest LLC
Maine
$7.92M
Bessemer Group
608
Bessemer Group
New Jersey
$7.9M
Hudson Bay Capital Management
609
Hudson Bay Capital Management
Connecticut
$7.89M
Kovitz Investment Group Partners
610
Kovitz Investment Group Partners
Illinois
$7.89M
CT
611
Coastline Trust
Rhode Island
$7.88M
HI
612
Horizon Investments
North Carolina
$7.83M
CL
613
Choreo LLC
Illinois
$7.79M
SIM
614
Seaview Investment Managers
Florida
$7.77M
DA
615
DCM Advisors
New York
$7.74M
NGA
616
Naples Global Advisors
Florida
$7.74M
CTC
617
Central Trust Company
Missouri
$7.69M
KWM
618
Kingsview Wealth Management
Oregon
$7.65M
BF
619
BOK Financial
Oklahoma
$7.59M
CCG
620
Chatham Capital Group
Georgia
$7.55M
MGP
621
Metis Global Partners
California
$7.5M
NMERB
622
New Mexico Educational Retirement Board
New Mexico
$7.49M
SCM
623
Saba Capital Management
New York
$7.48M
RC
624
Roundview Capital
New Jersey
$7.48M
RAM
625
Riggs Asset Management
Pennsylvania
$7.45M