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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
MIH
701
Meitav Investment House
Israel
$5.95M
SFI
702
Siemens Fonds Invest
Germany
$5.91M
KFS
703
Kurt F. Somerville
$5.9M
CA
704
Commerzbank Aktiengesellschaft
Germany
$5.89M
FLPIM
705
F.L. Putnam Investment Management
Massachusetts
$5.88M
B
706
Bailard
California
$5.82M
BFG
707
Bleakley Financial Group
New Jersey
$5.79M
LC
708
Lincoln Capital
Nebraska
$5.75M
MVA
709
Mount Vernon Associates
Maryland
$5.73M
WG
710
Welch Group
Alabama
$5.72M
EOJOAM
711
E. Ohman J:or Asset Management
Sweden
$5.69M
CAM
712
Covenant Asset Management
New Jersey
$5.68M
SCA
713
Snowden Capital Advisors
New York
$5.67M
BSL
714
Blue Sparrow LLC
Delaware
$5.66M
WCM
715
Wisconsin Capital Management
Wisconsin
$5.65M
CT
716
Caldwell Trust
Florida
$5.64M
CCT
717
Chemung Canal Trust
New York
$5.63M
MWM
718
Modera Wealth Management
New Jersey
$5.63M
CC
719
Courier Capital
New York
$5.6M
VanEck Associates
720
VanEck Associates
New York
$5.59M
VCA
721
Verdence Capital Advisors
Maryland
$5.59M
AWA
722
ARQ Wealth Advisors
Arizona
$5.58M
AWM
723
AE Wealth Management
Kansas
$5.58M
KCM
724
Kerusso Capital Management
North Carolina
$5.57M
JSW
725
Journey Strategic Wealth
New Jersey
$5.56M