AXP icon

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
TA
726
TKG Advisors
Indiana
$5.53M
TLP
727
Trinity Legacy Partners
Texas
$5.5M
MA
728
Montag & Associates
Georgia
$5.46M
PCI
729
Pacifica Capital Investments
Texas
$5.44M
SAM
730
Sagewood Asset Management
New York
$5.42M
SCP
731
Seizert Capital Partners
Michigan
$5.41M
GHAM
732
Gilman Hill Asset Management
Connecticut
$5.4M
CA
733
Callahan Advisors
Texas
$5.39M
IA
734
IFP Advisors
Florida
$5.35M
KCM
735
Kanawha Capital Management
Virginia
$5.35M
FDP
736
Financiere des Professionnels
Quebec, Canada
$5.29M
CI
737
Conning Inc
Connecticut
$5.29M
Kayne Anderson Rudnick Investment Management
738
Kayne Anderson Rudnick Investment Management
California
$5.27M
N
739
Numerai
California
$5.26M
NA
740
Nordwand Advisors
Pennsylvania
$5.26M
EIA
741
Emerald Investment Advisers
Pennsylvania
$5.26M
TBA
742
Tower Bridge Advisors
Pennsylvania
$5.25M
MAS
743
Meeder Advisory Services
Ohio
$5.24M
GC
744
Guggenheim Capital
Illinois
$5.24M
TY
745
Titiun Yejiel
$5.21M
NMIMC
746
Northwestern Mutual Investment Management Company
Wisconsin
$5.18M
CPC
747
CFC Planning Company
Indiana
$5.18M
DAS
748
Dynamic Advisor Solutions
Arizona
$5.16M
MCB
749
Morton Community Bank
Illinois
$5.15M
CPCPP
750
Canada Post Corporation Pension Plan
Canada
$5.13M