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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
Invesco
26
Invesco
Georgia
$1B +$41.6M +124,001 +4%
Ameriprise
27
Ameriprise
Minnesota
$977M -$275M -819,128 -20%
Capital Research Global Investors
28
Capital Research Global Investors
California
$959M -$435M -1,297,086 -29%
VFT
29
Vanguard Fiduciary Trust
Pennsylvania
$906M +$1B +2,996,751 New
RCWMU
30
Rothschild & Co Wealth Management (UK)
United Kingdom
$860M -$21M -62,564 -2%
Capital World Investors
31
Capital World Investors
California
$859M -$1.57B -4,676,418 -62%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$820M -$6.49M -19,355 -0.7%
Deutsche Bank
33
Deutsche Bank
Germany
$818M -$112M -333,685 -11%
CWP
34
Capital Wealth Planning
Florida
$795M +$160M +477,224 +22%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$759M +$23.3M +69,599 +3%
Amundi
36
Amundi
France
$754M +$123M +366,837 +17%
Barclays
37
Barclays
United Kingdom
$702M +$108M +322,097 +16%
Janus Henderson Group
38
Janus Henderson Group
United Kingdom
$700M -$58.9M -175,582 -7%
Boston Partners
39
Boston Partners
Massachusetts
$622M -$9.11M -27,167 -1%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$600M +$649M +1,936,800 +4,253%
SG Americas Securities
41
SG Americas Securities
New York
$595M +$258M +770,591 +64%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$527M -$93.4M -278,453 -14%
TD Asset Management
43
TD Asset Management
Ontario, Canada
$514M -$100M -299,372 -15%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$505M -$75.4M -225,020 -12%
First Eagle Investment Management
45
First Eagle Investment Management
New York
$503M +$7.64M +22,782 +1%
Mitsubishi UFJ Asset Management
46
Mitsubishi UFJ Asset Management
Japan
$503M +$45.8M +136,558 +9%
Swiss National Bank
47
Swiss National Bank
Switzerland
$489M +$30.8M +91,760 +6%
Schroder Investment Management Group
48
Schroder Investment Management Group
United Kingdom
$474M -$83M -247,656 -14%
Pictet Asset Management
49
Pictet Asset Management
Switzerland
$439M +$207M +616,498 +74%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$439M -$24.5M -72,945 -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.