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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
NRS
426
Neville Rodie & Shaw
New York
$17.4M +$1.79M +5,324 +10%
WIC
427
Willis Investment Counsel
Georgia
$17.3M +$186K +556 +1%
MOACM
428
Mutual of America Capital Management
New York
$17.2M -$244K -729 -1%
GIA
429
GHP Investment Advisors
Colorado
$17.2M +$370K +1,103 +2%
IMRF
430
Illinois Municipal Retirement Fund
Illinois
$16.9M +$2.6M +7,762 +16%
GGS
431
Galvin Gaustad & Stein
Arizona
$16.8M -$933K -2,784 -5%
TAM
432
Tocqueville Asset Management
New York
$16.8M +$502K +1,498 +3%
IMPI
433
Ilmarinen Mutual Pension Insurance
Finland
$16.7M +$2.78M +8,279 +18%
NCM
434
Narwhal Capital Management
Georgia
$16.5M -$581K -1,732 -3%
SAM
435
Silvercrest Asset Management
New York
$16.4M -$145K -432 -0.8%
CWM
436
Chemistry Wealth Management
New York
$16.3M +$737K +2,198 +4%
CWM
437
Calamos Wealth Management
Illinois
$16.2M -$2.62M -7,822 -13%
ACA
438
Anchor Capital Advisors
Massachusetts
$16.1M -$40.6K -121 -0.2%
PAG
439
Private Advisor Group
New Jersey
$16.1M +$189K +563 +1%
BAMF
440
BI Asset Management Fondsmaeglerselskab
Denmark
$16M -$10.5M -31,180 -37%
LA
441
LBP AM
France
$15.9M -$3.89M -11,595 -18%
CAM
442
Carret Asset Management
New York
$15.8M -$28.5K -85 -0.2%
AAIS
443
ABN AMRO Investment Solutions
$15.7M -$925K -2,758 -5%
AMBIA
444
Allen Mooney & Barnes Investment Advisors
Georgia
$15.5M +$320K +954 +2%
WSCM
445
Wellington Shields Capital Management
New York
$15.5M +$3.7M +11,045 +28%
KPWS
446
Kestra Private Wealth Services
Texas
$15.4M +$2.42M +7,227 +17%
ET
447
Equitable Trust
Tennessee
$15.3M -$1.51M -4,501 -8%
SCTC
448
Sanibel Captiva Trust Company
Florida
$15.3M +$235K +700 +1%
MGIA
449
Matthew Goff Investment Advisor
Texas
$15.3M -$421K -1,256 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
450
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$15.3M +$8.91M +26,565 +111%

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.