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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
EP
651
Edgestream Partners
New Jersey
$6.79M
AC
652
AlpenGlobal Capital
California
$6.76M
JCM
653
Jag Capital Management
Missouri
$6.75M
ALMGDA
654
AG2R La Mondiale Gestion d'Actifs
France
$6.74M
FM
655
Family Management
New York
$6.72M
IAM
656
Infusive Asset Management
New York
$6.71M
AP
657
Americana Partners
Texas
$6.67M
MSE
658
MUFG Securities EMEA
United Kingdom
$6.64M
HT
659
Heritage Trust
Oklahoma
$6.59M
CCM
660
Coldstream Capital Management
Washington
$6.59M
BA
661
Bridgewater Associates
Connecticut
$6.59M
ADL
662
Asset Dedication LLC
California
$6.55M
Envestnet Portfolio Solutions
663
Envestnet Portfolio Solutions
Illinois
$6.55M
NG
664
Northstar Group
New York
$6.53M
CIM
665
Chapman Investment Management
California
$6.53M
BZWA
666
Blue Zone Wealth Advisors
California
$6.49M
FG
667
Fiduciary Group
Georgia
$6.48M
CIS
668
Capital International Sarl
California
$6.46M
AC
669
Allstate Corporation
Illinois
$6.46M
AAM
670
Alphadyne Asset Management
New York
$6.44M
FNFDCM
671
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.44M
CI
672
Ceera Investments
Texas
$6.44M
AWA
673
Arkadios Wealth Advisors
Georgia
$6.43M
FSA
674
Fort Sheridan Advisors
Illinois
$6.42M
CCIA
675
Campbell & Co Investment Adviser
Maryland
$6.42M