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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
QI
976
QV Investors
Alberta, Canada
$2.88M
RCAG
977
Rehmann Capital Advisory Group
Michigan
$2.87M
IFWM
978
Institute for Wealth Management
Colorado
$2.85M
NL
979
NVWM LLC
Pennsylvania
$2.84M
TE
980
Tema ETFs
New York
$2.83M
TCM
981
Twin Capital Management
Pennsylvania
$2.81M
HCA
982
Harbor Capital Advisors
Illinois
$2.81M
KB
983
Kimelman & Baird
New York
$2.81M
UPS
984
UHLMANN PRICE SECURITIES
Illinois
$2.81M
MWM
985
Mindset Wealth Management
Indiana
$2.79M
SFS
986
Solitude Financial Services
Virginia
$2.79M
PFSC
987
Peoples Financial Services Corp
Pennsylvania
$2.78M
PCG
988
Prosperity Consulting Group
Maryland
$2.78M
A
989
AustralianSuper
Australia
$2.78M
VNT
990
Vanguard National Trust
Pennsylvania
$2.77M
GWMR
991
GC Wealth Management RIA
Massachusetts
$2.77M
TBNY
992
Trustco Bank (New York)
New York
$2.76M
LGA
993
Lebenthal Global Advisors
New York
$2.75M
AIM
994
Aigen Investment Management
New York
$2.75M
ACL
995
Applied Capital LLC
Florida
$2.74M
MGIA
996
Moneta Group Investment Advisors
Missouri
$2.74M
RDWM
997
Red Door Wealth Management
Tennessee
$2.74M
SS
998
SBI Securities
Japan
$2.73M
SC
999
Syon Capital
California
$2.72M
LT
1000
Lindsell Train
United Kingdom
$2.72M