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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
NRCM
451
North Reef Capital Management
California
$15.1M +$16.8M +50,000 New
CAM
452
Cresset Asset Management
Illinois
$15M +$246K +733 +1%
SCM
453
Stanley Capital Management
Texas
$14.8M
GT
454
Glenview Trust
Kentucky
$14.7M +$10.3M +30,667 +170%
PA
455
Perennial Advisors
New York
$14.7M -$32.9K -98 -0.2%
AI
456
Atria Investments
North Carolina
$14.7M +$131K +390 +0.8%
SCM
457
Shelton Capital Management
Colorado
$14.7M +$3.3M +9,847 +25%
ATC
458
Argent Trust Co
Tennessee
$14.5M -$358K -1,069 -2%
DILIC
459
Dai-ichi Life Insurance Company
Japan
$14.4M -$5.05M -15,047 -24%
SWM
460
Stockman Wealth Management
Montana
$14.4M +$1.28M +3,829 +9%
BBHC
461
Brown Brothers Harriman & Co
New York
$14.4M +$1.06M +3,173 +7%
UAM
462
Unison Asset Management
Florida
$14.3M +$3.12M +9,297 +24%
MWM
463
Modern Wealth Management
Kansas
$14.3M +$670K +1,999 +4%
CIA
464
Choate Investment Advisors
Massachusetts
$14.3M -$43.3K -129 -0.3%
SIG
465
Sky Investment Group
Connecticut
$14.3M -$26.2K -78 -0.2%
MFG
466
Merit Financial Group
Georgia
$14.2M +$1.23M +3,662 +8%
JAFL
467
Jay A. Fishman Ltd
Michigan
$14.1M -$22.8K -68 -0.1%
MIF
468
Mediolanum International Funds
Ireland
$14.1M -$20.7M -61,629 -56%
FBB
469
Fulton Breakefield Broenniman
Maryland
$14M +$5.37K +16 +0%
CA
470
Clearstead Advisors
Ohio
$13.8M -$664K -1,980 -4%
PCH
471
Polar Capital Holdings
United Kingdom
$13.7M +$1.69M +5,055 +13%
ACA
472
Aptus Capital Advisors
Alabama
$13.6M -$780K -2,327 -5%
RP
473
Rice Partnership
Hawaii
$13.4M -$2.07M -6,173 -12%
ERIC
474
Eagle Rock Investment Company
Georgia
$13.4M -$37.6K -112 -0.3%
ACM
475
Advisors Capital Management
New Jersey
$13.4M +$12.6M +37,572 +552%

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.