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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
SP
901
SIH Partners
Delaware
$3.42M
LFM
902
LGT Fund Management
Liechtenstein
$3.41M
ECM
903
Evergreen Capital Management
Washington
$3.4M
JCM
904
Jacobi Capital Management
Pennsylvania
$3.39M
BPWM
905
Badgley Phelps Wealth Managers
Washington
$3.39M
VWM
906
Venturi Wealth Management
Texas
$3.37M
VI
907
Vestcor Inc
New Brunswick, Canada
$3.36M
RWB
908
RMR Wealth Builders
New Jersey
$3.36M
SJIM
909
St. Johns Investment Management
Florida
$3.33M
WB
910
WesBanco Bank
West Virginia
$3.33M
SIM
911
Sprucegrove Investment Management
Ontario, Canada
$3.31M
KW
912
KWB Wealth
California
$3.31M
HSA
913
HBK Sorce Advisory
Pennsylvania
$3.3M
FIM
914
Fruth Investment Management
Texas
$3.29M
MWM
915
Mission Wealth Management
California
$3.27M
QIM
916
Quantitative Investment Management
Virginia
$3.26M
BO
917
Bank OZK
Arkansas
$3.25M
2
918
2Xideas
Switzerland
$3.25M
EMB
919
Elefante Mark B
$3.25M
Tudor Investment Corp
920
Tudor Investment Corp
Connecticut
$3.24M
SCM
921
SCS Capital Management
Massachusetts
$3.24M
GWCM
922
Godshalk Welsh Capital Management
Pennsylvania
$3.24M
BCM
923
Banyan Capital Management
Georgia
$3.24M
PFBT
924
Parkside Financial Bank & Trust
Missouri
$3.23M
AFG
925
Atomi Financial Group
New York
$3.23M