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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
KeyBank National Association
151
KeyBank National Association
Ohio
$96.1M
Chevy Chase Trust
152
Chevy Chase Trust
Maryland
$95.8M
MIHAS
153
Maj Invest Holding A/S
Denmark
$95M
QCM
154
Quantinno Capital Management
New York
$91.6M
Osaic Holdings
155
Osaic Holdings
Arizona
$90.7M
Nomura Asset Management
156
Nomura Asset Management
Japan
$90.5M
State of Wisconsin Investment Board
157
State of Wisconsin Investment Board
Wisconsin
$89.2M
DLA
158
Douglas Lane & Associates
New York
$87M
Federated Hermes
159
Federated Hermes
Pennsylvania
$85.9M
APG Asset Management
160
APG Asset Management
Netherlands
$85.4M
GLA
161
Great Lakes Advisors
Illinois
$84.8M
Commonwealth Equity Services
162
Commonwealth Equity Services
Massachusetts
$84.4M
Dodge & Cox
163
Dodge & Cox
California
$83.9M
VIA
164
Vanguard Investments Australia
Australia
$83M
SEI Investments
165
SEI Investments
Pennsylvania
$82.1M
Brown Advisory
166
Brown Advisory
Maryland
$82.1M
PAM
167
Panagora Asset Management
Massachusetts
$81.6M
Prudential Financial
168
Prudential Financial
New Jersey
$78.5M
Voloridge Investment Management
169
Voloridge Investment Management
Florida
$78.3M
Focus Partners Wealth
170
Focus Partners Wealth
Massachusetts
$78M
Calamos Advisors
171
Calamos Advisors
Illinois
$76.6M
Royal London Asset Management
172
Royal London Asset Management
United Kingdom
$76.1M
Mitsubishi UFJ Trust & Banking
173
Mitsubishi UFJ Trust & Banking
Japan
$75.4M
Caisse de Depot et Placement du Quebec (CDPQ)
174
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$75.2M
Creative Planning
175
Creative Planning
Kansas
$73M