We are live on ! Find out more
AXP icon

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
PCM
476
Penserra Capital Management
California
$13.4M -$769K -2,295 -5%
SWP
477
Strategic Wealth Partners
Ohio
$13M +$4.58M +13,656 +46%
LG
478
LaFleur & Godfrey
Michigan
$13M +$26.2K +78 +0.2%
FGP
479
Foyston, Gordon, & Payne
Ontario, Canada
$12.9M -$3.55M -10,592 -20%
GIBU
480
Gulf International Bank (UK)
United Kingdom
$12.9M +$4.76M +14,183 +50%
DT
481
Diversified Trust
Tennessee
$12.7M +$1.58M +4,720 +13%
UF
482
Univest Financial
Pennsylvania
$12.6M +$148K +440 +1%
SC
483
Searle & Co
Connecticut
$12.6M
IMCOOI
484
Investment Management Corp of Ontario (IMCO)
Canada
$12.6M -$2.15M -6,427 -13%
AF
485
Avanza Fonder
Sweden
$12.6M -$90.5K -270 -0.6%
EH
486
Equitable Holdings
New York
$12.5M +$2.25M +6,701 +24%
SJL
487
Shayne & Jacobs LLC
Tennessee
$12.5M -$23.5K -70 -0.2%
VCAM
488
Van Cleef Asset Management
Ohio
$12.4M -$83.2K -248 -0.6%
NB
489
Norinchukin Bank
Japan
$12.4M -$416K -1,242 -3%
SC
490
Scotia Capital
Ontario, Canada
$12.3M +$2.58M +7,682 +23%
CA
491
Cullinan Associates
Kentucky
$12.3M -$919K -2,740 -6%
VT
492
Vise Technologies
New York
$12.2M
Carson Wealth (CWM LLC)
493
Carson Wealth (CWM LLC)
Nebraska
$12.1M +$604K +1,801 +5%
GAM
494
Griffin Asset Management
New York
$12.1M -$622K -1,856 -4%
WTC
495
WhitTier Trust Company
Nevada
$12M +$595K +1,774 +5%
NLGIA
496
Nippon Life Global Investors Americas
New York
$12M +$63.7K +190 +0.5%
MKA
497
M. Kulyk & Associates
Georgia
$12M +$177K +527 +1%
CSP
498
Cary Street Partners
Virginia
$12M +$414K +1,236 +3%
JFG
499
Jefferies Financial Group
New York
$11.9M +$8.91M +26,580 +206%
GC
500
Grimes & Company
Massachusetts
$11.9M +$340K +1,013 +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.