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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
RG
351
Renaissance Group
Kentucky
$24.9M +$27.6M +82,229 New
WF
352
Welch & Forbes
Massachusetts
$24.7M -$1.84M -5,482 -6%
EI
353
Ethic Inc
New York
$24.6M -$565K -1,686 -2%
GAG
354
GM Advisory Group
New York
$24.6M -$52K -155 -0.2%
Macquarie Group
355
Macquarie Group
Australia
$24.6M -$9.58M -28,563 -26%
DIA
356
Dana Investment Advisors
Wisconsin
$24.3M -$556K -1,658 -2%
BBI
357
Baxter Bros Inc
Connecticut
$24.2M +$543K +1,619 +2%
NYLIM
358
New York Life Investment Management
New York
$24.2M +$596K +1,777 +2%
LCM
359
LVM Capital Management
Michigan
$24.1M +$169K +504 +0.6%
HPC
360
HM Payson & Co
Maine
$23.8M -$79.8K -238 -0.3%
AS
361
Aware Super
Australia
$23.5M +$26.1M +77,751 New
Lido Advisors
362
Lido Advisors
California
$23.4M -$9.74M -29,059 -27%
LCAM
363
London & Capital Asset Management
United Kingdom
$23.3M -$15.6M -46,572 -38%
NIM
364
NEOS Investment Management
Connecticut
$23.2M +$1.27M +3,797 +5%
Allspring Global Investments
365
Allspring Global Investments
North Carolina
$23.2M +$3.56M +10,610 +16%
BCIM
366
British Columbia Investment Management
British Columbia, Canada
$23M -$7.66M -22,835 -23%
FCMC
367
Founders Capital Management (Connecticut)
Connecticut
$22.9M -$71.1K -212 -0.3%
KAS
368
Kestra Advisory Services
Texas
$22.7M +$2.03M +6,054 +9%
Vontobel Holding
369
Vontobel Holding
Switzerland
$22.6M +$856K +2,554 +4%
CLGM
370
Capitolis Liquid Global Markets
New York
$22.5M +$24.9M +74,247 New
AHB
371
Abner Herrman & Brock
New Jersey
$22.4M -$61.7K -184 -0.2%
HW
372
Hancock Whitney
Mississippi
$22.3M -$403K -1,201 -2%
Mackenzie Financial
373
Mackenzie Financial
Ontario, Canada
$22.2M -$57.2M -170,508 -70%
MCM
374
Maple Capital Management
Vermont
$22.1M -$9.2M -27,444 -27%
EMPI
375
Elo Mutual Pension Insurance
Finland
$22M -$651K -1,943 -3%

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.