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American Express

2,883 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, 1,217 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
2,883
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
KCM
726
Kerusso Capital Management
North Carolina
$5.57M
JSW
727
Journey Strategic Wealth
New Jersey
$5.56M
TA
728
TKG Advisors
Indiana
$5.53M
TLP
729
Trinity Legacy Partners
Texas
$5.5M
MA
730
Montag & Associates
Georgia
$5.46M
PCI
731
Pacifica Capital Investments
Texas
$5.44M
SAM
732
Sagewood Asset Management
New York
$5.42M
SCP
733
Seizert Capital Partners
Michigan
$5.41M
GHAM
734
Gilman Hill Asset Management
Connecticut
$5.4M
CA
735
Callahan Advisors
Texas
$5.39M
IA
736
IFP Advisors
Florida
$5.35M
KCM
737
Kanawha Capital Management
Virginia
$5.35M
FDP
738
Financiere des Professionnels
Quebec, Canada
$5.29M
CI
739
Conning Inc
Connecticut
$5.29M
Kayne Anderson Rudnick Investment Management
740
Kayne Anderson Rudnick Investment Management
California
$5.27M
N
741
Numerai
California
$5.26M
NA
742
Nordwand Advisors
Pennsylvania
$5.26M
EIA
743
Emerald Investment Advisers
Pennsylvania
$5.26M
TBA
744
Tower Bridge Advisors
Pennsylvania
$5.25M
MAS
745
Meeder Advisory Services
Ohio
$5.24M
GC
746
Guggenheim Capital
Illinois
$5.24M
TY
747
Titiun Yejiel
$5.21M
NMIMC
748
Northwestern Mutual Investment Management Company
Wisconsin
$5.18M
CPC
749
CFC Planning Company
Indiana
$5.18M
DAS
750
Dynamic Advisor Solutions
Arizona
$5.16M