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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
ELC
2901
Edgar Lomax Company
Virginia
-$12M -32,455 Closed
GCM
2902
Genus Capital Management
British Columbia, Canada
-$9.75M -26,346 Closed
MASUI
2903
MIRAE ASSET SECURITIES (USA) INC.
New York
-$9.27M -25,056 Closed
CG
2904
Caprock Group
Idaho
-$8.76M -23,672 Closed
QCM
2905
Qsemble Capital Management
New York
-$8.51M -22,991 Closed
AG
2906
AIA Group
Hong Kong
-$7.88M -21,300 Closed
RTM
2907
RH Tailwind Management
Pennsylvania
-$7.4M -20,000 Closed
ECM
2908
ExodusPoint Capital Management
New York
-$7.32M -19,796 Closed
BBL
2909
Beck Bode LLC
Massachusetts
-$6.85M -18,529 Closed
CIC
2910
Chase Investment Counsel
Virginia
-$6.82M -18,447 Closed
NG
2911
NWK Group
California
-$6.57M -17,746 Closed
SPG
2912
Strategic Planning Group
Utah
-$6.42M -17,343 Closed
TS
2913
Triglav Skladi
Slovenia
-$6.29M -17,000 Closed
LF
2914
Longbow Finance
Switzerland
-$6.11M -16,524 Closed
RCM
2915
Regency Capital Management
Hawaii
-$5.55M -14,992 Closed
NC
2916
NewSquare Capital
Pennsylvania
-$5.1M -13,787 Closed
TC
2917
TwinBeech Capital
New York
-$5.06M -13,682 Closed
DFCM
2918
Dark Forest Capital Management
Puerto Rico
-$4.61M -12,458 Closed
DAS
2919
Diversify Advisory Services
Utah
-$3.99M -10,937 Closed
SCM
2920
SOL Capital Management
Maryland
-$3.7M -9,990 Closed
PIC
2921
PCJ Investment Counsel
Ontario, Canada
-$3.68M -9,940 Closed
GCWM
2922
Guided Capital Wealth Management
Texas
-$3.53M -9,545 Closed
CG
2923
Castellan Group
Kentucky
-$3.42M -9,237 Closed
FA
2924
Faithward Advisors
Pennsylvania
-$3.32M -8,981 Closed
AWA
2925
Arete Wealth Advisors
Illinois
-$3.27M -8,875 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.