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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
NDSIB
776
North Dakota State Investment Board
North Dakota
$4.73M
BT
777
Banque Transatlantique
France
$4.73M
CA
778
CoreCap Advisors
Michigan
$4.67M
CPC
779
Cookson Peirce & Co
Pennsylvania
$4.67M
BIA
780
Beacon Investment Advisors
Maryland
$4.65M
MC
781
Mathes Company
New York
$4.62M
GWMIA
782
Global Wealth Management Investment Advisory
Florida
$4.61M
FMWA
783
Forvis Mazars Wealth Advisors
Missouri
$4.6M
HCM
784
Hodges Capital Management
Texas
$4.59M
NRG
785
Nemes Rush Group
Michigan
$4.57M
NB
786
NBT Bank
New York
$4.56M
AC
787
Asio Capital
Kentucky
$4.56M
SC
788
SouthState Corp
Florida
$4.55M
IWM
789
IHT Wealth Management
Illinois
$4.54M
HWAM
790
Hennion & Walsh Asset Management
New Jersey
$4.52M
OAM
791
Oppenheimer Asset Management
New York
$4.51M
BHCM
792
Brevan Howard Capital Management
Jersey
$4.5M
TCOT
793
Trust Company of Toledo
Ohio
$4.5M
ISWM
794
Intesa Sanpaolo Wealth Management
$4.5M
MSA
795
MUFG Securities Americas
New York
$4.48M
CIC
796
Carnegie Investment Counsel
Ohio
$4.48M
PNC
797
Park National Corp
Ohio
$4.47M
SLI
798
Sumitomo Life Insurance
Japan
$4.46M
FRA
799
Frank Rimerman Advisors
California
$4.44M
CCP
800
Clarkston Capital Partners
Michigan
$4.44M