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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
WETS
776
Wealth Enhancement Trust Services
South Dakota
$4.8M
ECM
777
Everence Capital Management
Indiana
$4.78M
NAM
778
NorthCrest Asset Manangement
Minnesota
$4.77M
NDSIB
779
North Dakota State Investment Board
North Dakota
$4.73M
BT
780
Banque Transatlantique
France
$4.73M
CA
781
CoreCap Advisors
Michigan
$4.67M
CPC
782
Cookson Peirce & Co
Pennsylvania
$4.67M
BIA
783
Beacon Investment Advisors
Maryland
$4.65M
MC
784
Mathes Company
New York
$4.62M
GWMIA
785
Global Wealth Management Investment Advisory
Florida
$4.61M
FMWA
786
Forvis Mazars Wealth Advisors
Missouri
$4.6M
HCM
787
Hodges Capital Management
Texas
$4.59M
NRG
788
Nemes Rush Group
Michigan
$4.57M
NB
789
NBT Bank
New York
$4.56M
AC
790
Asio Capital
Kentucky
$4.56M
SC
791
SouthState Corp
Florida
$4.55M
IWM
792
IHT Wealth Management
Illinois
$4.54M
HWAM
793
Hennion & Walsh Asset Management
New Jersey
$4.52M
OAM
794
Oppenheimer Asset Management
New York
$4.51M
BHCM
795
Brevan Howard Capital Management
Jersey
$4.5M
TCOT
796
Trust Company of Toledo
Ohio
$4.5M
ISWM
797
Intesa Sanpaolo Wealth Management
$4.5M
MSA
798
MUFG Securities Americas
New York
$4.48M
CIC
799
Carnegie Investment Counsel
Ohio
$4.48M
PNC
800
Park National Corp
Ohio
$4.47M