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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
AIMCA
176
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$72.6M
Teacher Retirement System of Texas
177
Teacher Retirement System of Texas
Texas
$71.4M
Janney Montgomery Scott
178
Janney Montgomery Scott
Pennsylvania
$70.9M
KK
179
KLP Kapitalforvaltning
Norway
$70.8M
GFI
180
Global Frontier Investments
South Carolina
$70.5M
DSA
181
Davis Selected Advisers
Arizona
$70.5M
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$69.7M
VDI
183
Vaughan David Investments
Illinois
$68.7M
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$68.7M
Lazard Asset Management
185
Lazard Asset Management
New York
$68.6M
BTW
186
Boston Trust Walden
Massachusetts
$68.5M
ProShare Advisors
187
ProShare Advisors
Maryland
$67.4M
Mariner
188
Mariner
Kansas
$66.9M
Cetera Investment Advisers
189
Cetera Investment Advisers
Illinois
$66.9M
Ohio Public Employees Retirement System (OPERS)
190
Ohio Public Employees Retirement System (OPERS)
Ohio
$66.8M
MSV
191
MN Services Vermogensbeheer
Netherlands
$66M
HP
192
Hosking Partners
United Kingdom
$65.6M
Cerity Partners
193
Cerity Partners
New York
$65.2M
Wealth Enhancement Advisory Services
194
Wealth Enhancement Advisory Services
Minnesota
$65.1M
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$62.1M
Handelsbanken Fonder
196
Handelsbanken Fonder
Sweden
$62M
Harris Associates
197
Harris Associates
Illinois
$61.6M
Fayez Sarofim & Co
198
Fayez Sarofim & Co
Texas
$61.3M
ZIM
199
Zacks Investment Management
Illinois
$61.1M
ASC
200
Atalanta Sosnoff Capital
New York
$60.5M