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American Express

2,888 hedge funds and large institutions have $175B invested in American Express in 2026 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 1,069 increasing their positions, 1,219 reducing their positions, and 283 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $2.31B | Put options by funds: $2.04B

0.92% less ownership

Funds ownership: 85.23%84.31% (-0.92%)

5% less funds holding

Funds holding: 3,0282,888 (-140)

12% less repeat investments, than reductions

Existing positions increased: 1,069 | Existing positions reduced: 1,219

19% less capital invested

Capital invested by funds: $217B → $175B (-$42.1B)

33% less first-time investments, than exits

New positions opened: 189 | Existing positions closed: 283

34% less funds holding in top 10

Funds holding in top 10: 10771 (-36)

Holders
2,888
Holders Change
-140
Holders Change %
-4.62%
% of All Funds
35.54%
Holding in Top 10
71
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-33.64%
% of All Funds
0.87%
New
189
Increased
1,069
Reduced
1,219
Closed
283
Calls
$2.31B
Puts
$2.04B
Net Calls
+$265M
Net Calls Change
+$265M
Name Holding Trade Value Shares
Change
Change in
Stake
SBCM
251
Schwerin Boyle Capital Management
Massachusetts
$43.4M -$5.34M -15,925 -10%
CS
252
Central Securities
New York
$42.3M
SOMRS
253
State of Michigan Retirement System
Michigan
$42.3M -$268K -800 -0.6%
Mirae Asset Global Investments
254
Mirae Asset Global Investments
South Korea
$42.3M +$4.89M +14,579 +12%
CTB
255
Country Trust Bank
Illinois
$41.4M +$5.02M +14,966 +12%
BFS
256
Bradley Foster & Sargent
Connecticut
$41.2M +$99.9K +298 +0.2%
Bank of Nova Scotia
257
Bank of Nova Scotia
Ontario, Canada
$41.2M +$1.93M +5,749 +4%
CFB
258
Cullen/Frost Bankers
Texas
$41.1M -$174K -518 -0.4%
VOYA Investment Management
259
VOYA Investment Management
Georgia
$40.6M +$2.04M +6,073 +5%
CB
260
Commerce Bank
Missouri
$40.6M +$2.84M +8,484 +7%
A
261
Allianz
Germany
$40.4M +$1.13M +3,375 +3%
TAM
262
Todd Asset Management
Kentucky
$40.3M -$414K -1,234 -0.9%
MIM
263
MetLife Investment Management
New Jersey
$40.3M -$1.4M -4,185 -3%
SCM
264
Sterling Capital Management
North Carolina
$40.2M +$41.9M +124,834 +1,541%
RWP
265
RWA Wealth Partners
Massachusetts
$40M +$15.3M +45,765 +53%
Rafferty Asset Management
266
Rafferty Asset Management
New York
$39.6M -$11.4M -33,920 -21%
OSAM
267
O'Shaughnessy Asset Management
Connecticut
$39.4M +$3.8M +11,338 +10%
DWA
268
Douglass Winthrop Advisors
New York
$39.1M -$1.11M -3,303 -2%
OIAM
269
OFI Invest Asset Management
France
$39M +$4.73M +14,101 +11%
PTPFOECYE
270
PBU - The Pension Fund of Early Childhood & Youth Educators
$38.7M +$8.13M +24,245 +23%
TRSOTSOK
271
Teachers Retirement System of the State of Kentucky
Kentucky
$38.7M -$3.34M -9,959 -7%
UCFA
272
United Capital Financial Advisors
Texas
$38.6M -$988K -2,948 -2%
EB
273
Eastern Bank
Massachusetts
$38.4M -$8.68M -25,900 -17%
LCI
274
L1 Capital International
Australia
$38.2M -$829K -2,473 -2%
Marshall Wace
275
Marshall Wace
United Kingdom
$38.1M +$38.9M +116,089 +1,166%

AXP Hedge Fund Activity: Q1 2026 in Review

2,888 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q1 2026, worth a combined $175B — down 19% from $217B a quarter earlier.

Sellers outnumbered buyers: 283 funds closed out of AXP and 189 opened new positions — a net loss of 94 holders — while 1,219 trimmed existing stakes and 1,069 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $649M. The largest seller was Capital World Investors, cutting an estimated $1.57B.

  • 2,888 institutional investors held American Express (AXP) as of Q1 2026, down from 3,028 in Q4 2025.
  • Funds reported $175B of American Express stock for Q1 2026, down 19% quarter-over-quarter.
  • 189 funds opened new American Express positions in Q1 2026 and 283 closed out, a net change of -94 holders.
  • The largest American Express buyer in Q1 2026 was D.E. Shaw & Co, an estimated $649M added.
  • The largest American Express seller in Q1 2026 was Capital World Investors, an estimated $1.57B sold.

Based on aggregated 13F filings for Q1 2026.