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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
SWP
651
Sagespring Wealth Partners
Tennessee
$6.81M
JEST
652
JTC Employer Solutions Trustee
Jersey
$6.81M
ACM
653
Adalta Capital Management
New York
$6.81M
EP
654
Edgestream Partners
New Jersey
$6.79M
AC
655
AlpenGlobal Capital
California
$6.76M
JCM
656
Jag Capital Management
Missouri
$6.75M
ALMGDA
657
AG2R La Mondiale Gestion d'Actifs
France
$6.74M
FM
658
Family Management
New York
$6.72M
IAM
659
Infusive Asset Management
New York
$6.71M
AP
660
Americana Partners
Texas
$6.67M
MSE
661
MUFG Securities EMEA
United Kingdom
$6.64M
HT
662
Heritage Trust
Oklahoma
$6.59M
CCM
663
Coldstream Capital Management
Washington
$6.59M
BA
664
Bridgewater Associates
Connecticut
$6.59M
ADL
665
Asset Dedication LLC
California
$6.55M
Envestnet Portfolio Solutions
666
Envestnet Portfolio Solutions
Illinois
$6.55M
NG
667
Northstar Group
New York
$6.53M
CIM
668
Chapman Investment Management
California
$6.53M
BZWA
669
Blue Zone Wealth Advisors
California
$6.49M
FG
670
Fiduciary Group
Georgia
$6.48M
CIS
671
Capital International Sarl
California
$6.46M
AC
672
Allstate Corporation
Illinois
$6.46M
AAM
673
Alphadyne Asset Management
New York
$6.44M
FNFDCM
674
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.44M
CI
675
Ceera Investments
Texas
$6.44M