We are live on ! Find out more
AXP icon

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
MYIA
701
Mount Yale Investment Advisors
Colorado
$6.03M
EF
702
Empirical Finance
Pennsylvania
$5.97M
RWFS
703
Rayburn West Financial Services
Tennessee
$5.96M
MIH
704
Meitav Investment House
Israel
$5.95M
SFI
705
Siemens Fonds Invest
Germany
$5.91M
KFS
706
Kurt F. Somerville
$5.9M
CA
707
Commerzbank Aktiengesellschaft
Germany
$5.89M
FLPIM
708
F.L. Putnam Investment Management
Massachusetts
$5.88M
B
709
Bailard
California
$5.82M
BFG
710
Bleakley Financial Group
New Jersey
$5.79M
LC
711
Lincoln Capital
Nebraska
$5.75M
MVA
712
Mount Vernon Associates
Maryland
$5.73M
WG
713
Welch Group
Alabama
$5.72M
EOJOAM
714
E. Ohman J:or Asset Management
Sweden
$5.69M
CAM
715
Covenant Asset Management
New Jersey
$5.68M
SCA
716
Snowden Capital Advisors
New York
$5.67M
BSL
717
Blue Sparrow LLC
Delaware
$5.66M
WCM
718
Wisconsin Capital Management
Wisconsin
$5.65M
CT
719
Caldwell Trust
Florida
$5.64M
CCT
720
Chemung Canal Trust
New York
$5.63M
MWM
721
Modera Wealth Management
New Jersey
$5.63M
CC
722
Courier Capital
New York
$5.6M
VanEck Associates
723
VanEck Associates
New York
$5.59M
VCA
724
Verdence Capital Advisors
Maryland
$5.59M
AWA
725
ARQ Wealth Advisors
Arizona
$5.58M