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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
Retirement Systems of Alabama
126
Retirement Systems of Alabama
Alabama
$113M
Asset Management One
127
Asset Management One
Japan
$111M
SMDAM
128
Sumitomo Mitsui DS Asset Management
Japan
$111M
Neuberger Berman Group
129
Neuberger Berman Group
New York
$110M
Credit Agricole
130
Credit Agricole
France
$108M
CGI
131
Comgest Global Investors
France
$108M
Connor, Clark & Lunn Investment Management (CC&L)
132
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$107M
EIP
133
Epoch Investment Partners
New York
$106M
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$105M
Millennium Management
135
Millennium Management
New York
$104M
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$103M
HCL
137
Heard Capital LLC
Illinois
$103M
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$102M
ClearBridge Investments
139
ClearBridge Investments
New York
$101M
Swedbank
140
Swedbank
Sweden
$101M
Jones Financial Companies
141
Jones Financial Companies
Missouri
$101M
LF
142
Lansforsakringar Fondforvaltning
Sweden
$100M
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$99.4M
NAMI
144
Nomura Asset Management International
Pennsylvania
$98.9M
Adage Capital Partners
145
Adage Capital Partners
Massachusetts
$98.7M
CIC
146
Chilton Investment Company
Connecticut
$98.5M
Treasurer of the State of North Carolina
147
Treasurer of the State of North Carolina
North Carolina
$98.3M
Truist Financial
148
Truist Financial
North Carolina
$98.1M
BHC
149
Bowen Hanes & Co
Florida
$96.7M
CIC
150
Crawford Investment Counsel
Georgia
$96.4M