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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
BSA
376
Braun Stacey Associates
New York
$21.8M -$45.3K -135 -0.2%
GWM
377
GDS Wealth Management
Texas
$21.7M +$1.24M +3,689 +5%
NAM
378
Nissay Asset Management
Japan
$21.5M +$106K +317 +0.4%
MFIM
379
Mesirow Financial Investment Management
Illinois
$21.3M +$634K +1,892 +3%
MIM
380
Marco Investment Management
Georgia
$21.2M +$70.4K +210 +0.3%
HP
381
Holowesko Partners
Bahamas
$21.1M +$22.9M +68,400 +4,560%
CI Investments Inc
382
CI Investments Inc
Ontario, Canada
$21M -$1.42M -4,243 -6%
SOADOR
383
State of Alaska Department of Revenue
Alaska
$21M -$80.5K -240 -0.3%
FSA
384
Franklin Street Advisors
North Carolina
$20.8M -$5.61M -16,724 -20%
EAM
385
Erste Asset Management
Austria
$20.8M -$652K -1,946 -3%
BCI
386
Brinker Capital Investments
Pennsylvania
$20.6M +$1.2M +3,579 +6%
OC
387
Oppenheimer & Co
New York
$20.5M +$22.7M +67,830 New
CA
388
Cornerstone Advisors
North Carolina
$20.3M +$10.4M +30,894 +85%
WT
389
Whittier Trust
California
$20.2M +$92.9K +277 +0.4%
HWM
390
HB Wealth Management
Georgia
$20.2M +$114K +339 +0.5%
CFG
391
Citizens Financial Group
Rhode Island
$20.2M -$461K -1,375 -2%
PWM
392
Perigon Wealth Management
California
$20.1M +$1.87M +5,576 +9%
PL
393
Parthenon LLC
Kentucky
$20M -$431K -1,285 -2%
GAM
394
Generali Asset Management
Italy
$20M +$957K +2,855 +5%
ACM
395
Aquatic Capital Management
Illinois
$19.9M +$22M +65,727 New
SGM
396
Skye Global Management
Florida
$19.8M
PCIA
397
Prime Capital Investment Advisors
Kansas
$19.8M -$925K -2,760 -4%
PP
398
Prudential plc
United Kingdom
$19.8M -$3.43M -10,233 -14%
PGFC
399
Peapack-Gladstone Financial Corp
New Jersey
$19.7M -$311K -929 -1%
AZ
400
Aquamarine Zurich
Switzerland
$19.7M

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.