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American Express

2,883 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, 1,217 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
2,883
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
LCM
1326
Laurion Capital Management
New York
$1.37M
SAM
1327
Sompo Asset Management
Japan
$1.37M
MAM
1328
Morse Asset Management
Connecticut
$1.37M
EFS
1329
Essex Financial Services
Connecticut
$1.37M
CAG
1330
Csenge Advisory Group
Florida
$1.37M
HWM
1331
Hohimer Wealth Management
Washington
$1.37M
IRP
1332
Investment Research Partners
Pennsylvania
$1.37M
T
1333
TOBAM
France
$1.36M
SL
1334
Sentry LLC
Tennessee
$1.36M
AA
1335
ALPS Advisors
Colorado
$1.36M
GIM
1336
Guardian Investment Management
California
$1.36M
LCM
1337
Lazari Capital Management
California
$1.36M
LWM
1338
Lyell Wealth Management
California
$1.35M
LCS
1339
Levin Capital Strategies
New York
$1.35M
WF
1340
Whelan Financial
California
$1.35M
TCM
1341
Tufton Capital Management
Maryland
$1.34M
FDS
1342
First Dallas Securities
Texas
$1.34M
SB
1343
Simmons Bank
Arkansas
$1.34M
GKWIM
1344
Gerber Kawasaki Wealth & Investment Management
California
$1.34M
WC
1345
Woodstock Corp
Massachusetts
$1.33M
LA
1346
Legacy Advisors
Pennsylvania
$1.33M
LWL
1347
Leo Wealth LLC
Texas
$1.32M
VIA
1348
Victrix Investment Advisors
Florida
$1.32M
MCM
1349
Manchester Capital Management
Vermont
$1.31M
SIC
1350
Salem Investment Counselors
North Carolina
$1.31M