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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
BCWM
301
Bartlett & Co Wealth Management
Ohio
$32.4M -$446K -1,330 -1%
CF
302
Covea Finance
France
$32.4M -$308K -920 -0.9%
Pathstone Holdings
303
Pathstone Holdings
New Jersey
$32.3M +$1.18M +3,531 +3%
NA
304
NewEdge Advisors
Louisiana
$32.2M -$3.63M -10,819 -9%
WP
305
Woodline Partners
California
$31.9M +$4.52M +13,474 +15%
DWM
306
Destination Wealth Management
California
$31.9M +$356K +1,061 +1%
AB
307
Amalgamated Bank
New York
$31.6M -$727K -2,169 -2%
AAM
308
Advisors Asset Management
Colorado
$30.9M -$1.23M -3,682 -3%
UM
309
UniSuper Management
Australia
$30.8M -$4.4M -13,118 -11%
BBVA
310
Banco Bilbao Vizcaya Argentaria
Spain
$30.7M +$4.74M +14,146 +16%
FMI
311
Factory Mutual Insurance
Massachusetts
$30.4M +$1.31M +3,900 +4%
MCM
312
MAI Capital Management
Ohio
$30.4M -$235K -702 -0.7%
ZIG
313
Zurich Insurance Group
Switzerland
$30.2M -$3.07M -9,158 -8%
HC
314
Henshaw Capital
Massachusetts
$29.9M
LCAM
315
Long Corridor Asset Management
Hong Kong
$29.6M +$9.72M +29,000 +42%
P
316
PensionDanmark
Denmark
$29.1M -$2.48M -7,387 -7%
DMC
317
Drexel Morgan & Co
Pennsylvania
$29M
SMFG
318
Sumitomo Mitsui Financial Group
Japan
$29M +$3.03M +9,047 +10%
FT
319
Fiduciary Trust
Massachusetts
$28.9M +$2.05M +6,101 +7%
PC
320
Port Capital
Illinois
$28.7M +$20.8M +62,145 +190%
UIM
321
USS Investment Management
United Kingdom
$28.5M +$483K +1,442 +2%
Optiver Holding
322
Optiver Holding
Netherlands
$28.4M -$258K -770 -0.8%
MML Investors Services
323
MML Investors Services
Massachusetts
$28.3M -$1.34M -3,991 -4%
Squarepoint
324
Squarepoint
New York
$27.9M -$27.5M -82,060 -47%
WA
325
Waverly Advisors
Alabama
$27.8M +$1.57M +4,683 +5%

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.