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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
35.53%
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
BIM
2876
Breakwater Investment Management
Washington
$1.81K +$335 +1 +20%
SIM
2877
Synergy Investment Management
Florida
$1.81K +$2.01K +6 New
CWM
2878
Copia Wealth Management
Oregon
$1.51K -$671 -2 -29%
HC
2879
Hara Capital
Washington
$1.51K
P
2880
Palladiem
Pennsylvania
$1.25K -$79.1K -236 -98%
RWS
2881
Retirement Wealth Solutions
Wisconsin
$1.21K -$1.34K -4 -50%
PEAK6
2882
PEAK6
Illinois
$698 -$9.94M -29,656 -100%
Parallax Volatility Advisers
2883
Parallax Volatility Advisers
California
$605 -$246M -733,881 -100%
NWS
2884
Nvest Wealth Strategies
Ohio
$605 -$13.4K -40 -95%
BWM
2885
Benson Wealth Management
Tennessee
$605
NL
2886
NorthAvenue LLC
Ohio
$605
3FI
2887
3 Factor Indexing
California
$605 +$671 +2 New
CW
2888
Curio Wealth
Maryland
$605 +$671 +2 New
CFP
2889
Comprehensive Financial Planning
Pennsylvania
$306 -$5.37K -16 -94%
Norges Bank
2890
Norges Bank
Norway
-$2.46B -6,660,940 Closed
FAF
2891
Första AP-fonden
Sweden
-$62.7M -169,580 Closed
Lord, Abbett & Co
2892
Lord, Abbett & Co
New Jersey
-$41.6M -112,448 Closed
Skandinaviska Enskilda Banken (SEB)
2893
Skandinaviska Enskilda Banken (SEB)
Sweden
-$41.1M -111,043 Closed
PA
2894
Paralel Advisors
Colorado
-$38.8M -105,000 Closed
HF
2895
HRT Financial
New York
-$32.6M -97,162 Closed
TCM
2896
Thames Capital Management
New Jersey
-$29.8M -80,463 Closed
RIM
2897
Rakuten Investment Management
Japan
-$26.8M -71,504 Closed
DK
2898
DJE Kapital
Germany
-$22.1M -58,977 Closed
Point72 Asset Management
2899
Point72 Asset Management
Connecticut
-$15.3M -45,568 Closed
Ninety One (UK)
2900
Ninety One (UK)
United Kingdom
-$16.5M -44,559 Closed

AXP Hedge Fund Activity: Q1 2026 in Review

2,888 of the 8,128 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.