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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
PA
626
Procyon Advisors
Connecticut
$7.35M
IC
627
IEQ Capital
California
$7.31M
DWT
628
Dorsey & Whitney Trust
South Dakota
$7.27M
PWMAG
629
Pinnacle Wealth Management Advisory Group
New Jersey
$7.26M
BP
630
Ballentine Partners
Massachusetts
$7.24M
WS
631
Wedbush Securities
California
$7.23M
HI
632
Hendershot Investments
Virginia
$7.23M
ABTD
633
Arvest Bank Trust Division
Oklahoma
$7.19M
VVP
634
Venture Visionary Partners
Ohio
$7.17M
PAS
635
Park Avenue Securities
New York
$7.13M
NW
636
NewEdge Wealth
Pennsylvania
$7.11M
FCH
637
Freestone Capital Holdings
Washington
$7.11M
MYA
638
Meiji Yasuda America
New York
$7.07M
VA
639
Vident Advisory
Georgia
$7.05M
IWS
640
Insight Wealth Strategies
California
$7M
GXJ
641
Global X Japan
Japan
$6.99M
BCM
642
Bretton Capital Management
California
$6.99M
Two Sigma Investments
643
Two Sigma Investments
New York
$6.97M
RC
644
RBF Capital
California
$6.96M
PIM
645
Plato Investment Management
Australia
$6.93M
KRS
646
Kentucky Retirement Systems
Kentucky
$6.9M
JA
647
JLB & Associates
Michigan
$6.84M
SWP
648
Sagespring Wealth Partners
Tennessee
$6.81M
JEST
649
JTC Employer Solutions Trustee
Jersey
$6.81M
ACM
650
Adalta Capital Management
New York
$6.81M