We are live on ! Find out more
AXP icon

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
LBC
901
Lowe Brockenbrough & Co
Virginia
$3.43M
EW
902
Evoke Wealth
California
$3.42M
FCT
903
Family Capital Trust
Massachusetts
$3.42M
SP
904
SIH Partners
Delaware
$3.42M
LFM
905
LGT Fund Management
Liechtenstein
$3.41M
ECM
906
Evergreen Capital Management
Washington
$3.4M
JCM
907
Jacobi Capital Management
Pennsylvania
$3.39M
BPWM
908
Badgley Phelps Wealth Managers
Washington
$3.39M
VWM
909
Venturi Wealth Management
Texas
$3.37M
VI
910
Vestcor Inc
New Brunswick, Canada
$3.36M
RWB
911
RMR Wealth Builders
New Jersey
$3.36M
SJIM
912
St. Johns Investment Management
Florida
$3.33M
WB
913
WesBanco Bank
West Virginia
$3.33M
SIM
914
Sprucegrove Investment Management
Ontario, Canada
$3.31M
KW
915
KWB Wealth
California
$3.31M
HSA
916
HBK Sorce Advisory
Pennsylvania
$3.3M
FIM
917
Fruth Investment Management
Texas
$3.29M
MWM
918
Mission Wealth Management
California
$3.27M
QIM
919
Quantitative Investment Management
Virginia
$3.26M
BO
920
Bank OZK
Arkansas
$3.25M
2
921
2Xideas
Switzerland
$3.25M
EMB
922
Elefante Mark B
$3.25M
Tudor Investment Corp
923
Tudor Investment Corp
Connecticut
$3.24M
SCM
924
SCS Capital Management
Massachusetts
$3.24M
GWCM
925
Godshalk Welsh Capital Management
Pennsylvania
$3.24M