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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
PCM
2951
Prelude Capital Management
New York
-$890K -2,407 Closed
NWMG
2952
National Wealth Management Group
Ohio
-$856K -2,315 Closed
DTL
2953
Dynamic Technology Lab
Singapore
-$760K -2,054 Closed
DF
2954
Downshift Financial
Colorado
-$703K -1,979 Closed
FFL
2955
Future Fund LLC
Illinois
-$694K -1,877 Closed
TWM
2956
Thryve Wealth Management
Texas
-$670K -1,812 Closed
OAM
2957
Oxford Asset Management
United Kingdom
-$647K -1,749 Closed
BNA
2958
BankChampaign National Association
Illinois
-$607K -1,641 Closed
A
2959
AlphaQuest
New York
-$596K -1,612 Closed
LCM
2960
Logan Capital Management
Pennsylvania
-$532K -1,586 Closed
FAL
2961
Focused Alpha LLC
Colorado
-$582K -1,572 Closed
MWM
2962
MinichMacGregor Wealth Management
New York
-$578K -1,561 Closed
BAM
2963
Blueshift Asset Management
New Jersey
-$577K -1,560 Closed
SIM
2964
Sentry Investment Management
Wisconsin
-$575K -1,553 Closed
ACM
2965
Aster Capital Management
United Arab Emirates
-$570K -1,541 Closed
PCM
2966
Polymer Capital Management
New York
-$562K -1,518 Closed
BI
2967
Bramshill Investments
Florida
-$555K -1,500 Closed
CUAMC
2968
China Universal Asset Management Company
China
-$537K -1,451 Closed
SEA
2969
Stegent Equity Advisors
Texas
-$513K -1,386 Closed
RSVP
2970
Ramsay Stattman Vela & Price
Colorado
-$453K -1,225 Closed
AA
2971
ABC Arbitrage
France
-$408K -1,103 Closed
TWA
2972
Tulsa Wealth Advisors
Oklahoma
-$403K -1,089 Closed
WEG
2973
World Equity Group
Illinois
-$403K -1,088 Closed
BIA
2974
Barry Investment Advisors
Massachusetts
-$400K -1,081 Closed
OFW
2975
Omnia Family Wealth
Florida
-$389K -1,050 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.