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American Express

2,853 hedge funds and large institutions have $175B invested in American Express in 2026 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 1,060 increasing their positions, 1,204 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 (-$42.2B)

34% less funds holding in top 10

Funds holding in top 10: 10771 (-36)

35% less first-time investments, than exits

New positions opened: 186 | Existing positions closed: 284

Holders
2,853
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
Franklin Resources
76
Franklin Resources
California
$230M
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$227M
Stifel Financial
78
Stifel Financial
Missouri
$217M
William Blair & Company
79
William Blair & Company
Illinois
$210M
AllianceBernstein
80
AllianceBernstein
Tennessee
$208M
Aberdeen Group
81
Aberdeen Group
United Kingdom
$204M
BGC
82
Beutel, Goodman & Co
Ontario, Canada
$201M
SGF
83
S&G Foundation
Wyoming
$194M
Russell Investments Group
84
Russell Investments Group
United Kingdom
$190M
Korea Investment Corp
85
Korea Investment Corp
South Korea
$188M
Universal-Beteiligungs- und Servicegesellschaft
86
Universal-Beteiligungs- und Servicegesellschaft
Germany
$187M
AQR Capital Management
87
AQR Capital Management
Connecticut
$185M
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$184M
Luther King Capital Management (LKCM)
89
Luther King Capital Management (LKCM)
Texas
$183M
SCM
90
Smead Capital Management
Arizona
$182M
TI
91
Tidal Investments
Wisconsin
$173M
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$172M
TAM
93
Timucuan Asset Management
Florida
$170M
Toronto Dominion Bank
94
Toronto Dominion Bank
Ontario, Canada
$170M
Renaissance Technologies
95
Renaissance Technologies
New York
$167M
AIM
96
Alphinity Investment Management
Australia
$165M
Man Group
97
Man Group
United Kingdom
$160M
WorldQuant Millennium Advisors
98
WorldQuant Millennium Advisors
New York
$159M
FI
99
Focused Investors
California
$152M
MG
100
Markel Group
Virginia
$148M