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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
Creative Planning
176
Creative Planning
Kansas
$73M
AIMCA
177
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$72.6M
Teacher Retirement System of Texas
178
Teacher Retirement System of Texas
Texas
$71.4M
Janney Montgomery Scott
179
Janney Montgomery Scott
Pennsylvania
$70.9M
KK
180
KLP Kapitalforvaltning
Norway
$70.8M
GFI
181
Global Frontier Investments
South Carolina
$70.5M
DSA
182
Davis Selected Advisers
Arizona
$70.5M
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$69.7M
VDI
184
Vaughan David Investments
Illinois
$68.7M
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
$68.7M
Lazard Asset Management
186
Lazard Asset Management
New York
$68.6M
BTW
187
Boston Trust Walden
Massachusetts
$68.5M
ProShare Advisors
188
ProShare Advisors
Maryland
$67.4M
Mariner
189
Mariner
Kansas
$66.9M
Cetera Investment Advisers
190
Cetera Investment Advisers
Illinois
$66.9M
Ohio Public Employees Retirement System (OPERS)
191
Ohio Public Employees Retirement System (OPERS)
Ohio
$66.8M
MSV
192
MN Services Vermogensbeheer
Netherlands
$66M
HP
193
Hosking Partners
United Kingdom
$65.6M
Cerity Partners
194
Cerity Partners
New York
$65.2M
Wealth Enhancement Advisory Services
195
Wealth Enhancement Advisory Services
Minnesota
$65.1M
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$62.1M
Handelsbanken Fonder
197
Handelsbanken Fonder
Sweden
$62M
Harris Associates
198
Harris Associates
Illinois
$61.6M
Fayez Sarofim & Co
199
Fayez Sarofim & Co
Texas
$61.3M
ZIM
200
Zacks Investment Management
Illinois
$61.1M