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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
JWCA
626
J.W. Cole Advisors
Florida
$7.4M
GAM
627
Gotham Asset Management
New York
$7.39M
PA
628
Procyon Advisors
Connecticut
$7.35M
IC
629
IEQ Capital
California
$7.31M
DWT
630
Dorsey & Whitney Trust
South Dakota
$7.27M
PWMAG
631
Pinnacle Wealth Management Advisory Group
New Jersey
$7.26M
BP
632
Ballentine Partners
Massachusetts
$7.24M
WS
633
Wedbush Securities
California
$7.23M
HI
634
Hendershot Investments
Virginia
$7.23M
ABTD
635
Arvest Bank Trust Division
Oklahoma
$7.19M
VVP
636
Venture Visionary Partners
Ohio
$7.17M
PAS
637
Park Avenue Securities
New York
$7.13M
NW
638
NewEdge Wealth
Pennsylvania
$7.11M
FCH
639
Freestone Capital Holdings
Washington
$7.11M
MYA
640
Meiji Yasuda America
New York
$7.07M
VA
641
Vident Advisory
Georgia
$7.05M
IWS
642
Insight Wealth Strategies
California
$7M
GXJ
643
Global X Japan
Japan
$6.99M
BCM
644
Bretton Capital Management
California
$6.99M
Two Sigma Investments
645
Two Sigma Investments
New York
$6.97M
RC
646
RBF Capital
California
$6.96M
PIM
647
Plato Investment Management
Australia
$6.93M
KRS
648
Kentucky Retirement Systems
Kentucky
$6.9M
JA
649
JLB & Associates
Michigan
$6.84M
SWP
650
Sagespring Wealth Partners
Tennessee
$6.81M