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American Express

2,853 hedge funds and large institutions have $175B invested in American Express in 2026 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 1,060 increasing their positions, 1,204 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 (-$42.2B)

34% less funds holding in top 10

Funds holding in top 10: 10771 (-36)

35% less first-time investments, than exits

New positions opened: 186 | Existing positions closed: 284

Holders
2,853
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
First Trust Advisors
51
First Trust Advisors
Illinois
$430M
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$410M
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$385M
BNP Paribas Asset Management
54
BNP Paribas Asset Management
France
$377M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
55
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$374M
American Century Companies
56
American Century Companies
Missouri
$363M
National Pension Service
57
National Pension Service
South Korea
$357M
VGA
58
Vanguard Global Advisers
Pennsylvania
$355M
SGA
59
Sustainable Growth Advisers
Connecticut
$339M
Citigroup
60
Citigroup
New York
$330M
Barrow, Hanley, Mewhinney & Strauss
61
Barrow, Hanley, Mewhinney & Strauss
Texas
$326M
LP
62
Longview Partners
Guernsey
$325M
Raymond James Financial
63
Raymond James Financial
Florida
$321M
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$307M
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$304M
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$285M
VAM
67
Vanguard Asset Management
$284M
PTC
68
Provident Trust Company
Wisconsin
$277M
LPL Financial
69
LPL Financial
California
$276M
Canada Pension Plan Investment Board
70
Canada Pension Plan Investment Board
Ontario, Canada
$265M
Corient Private Wealth
71
Corient Private Wealth
Florida
$255M
Public Employees Retirement Association of Colorado
72
Public Employees Retirement Association of Colorado
Colorado
$253M
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$250M
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$248M
Principal Financial Group
75
Principal Financial Group
Iowa
$243M