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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
SF
501
Summit Financial
New Jersey
$11.7M +$1.06M +3,173 +9%
KA
502
Kintegral Advisory
New York
$11.7M -$574K -1,711 -4%
IP
503
Interval Partners
New York
$11.6M +$12.9M +38,505 New
NI
504
NFC Investments
Tennessee
$11.6M -$219K -653 -2%
CII
505
Capital International Inc
California
$11.5M -$11M -32,701 -46%
MO
506
McMillan Office
Michigan
$11.5M -$33.5K -100 -0.3%
BCPWM
507
Bradley & Co Private Wealth Management
Florida
$11.5M +$693K +2,068 +6%
WF
508
WoodTrust Financial
Wisconsin
$11.5M -$790K -2,355 -6%
Nomura Holdings
509
Nomura Holdings
Japan
$11.3M -$92.3M -275,190 -88%
NAS
510
NWF Advisory Services
California
$11.3M +$129K +384 +1%
CI
511
CX Institutional
Indiana
$11.3M +$589K +1,757 +5%
IIC
512
Ironwood Investment Counsel
Arizona
$11.3M +$119K +354 +1%
KOCAA
513
Knights of Columbus Asset Advisors
Connecticut
$11.3M -$3.81M -11,358 -23%
RCM
514
Radnor Capital Management
Pennsylvania
$11.2M -$118K -353 -0.9%
FA
515
Financial Avengers
California
$11.1M -$454K -1,353 -4%
TFA
516
Teamwork Financial Advisors
Texas
$11.1M -$926K -2,761 -7%
EAM
517
Eventide Asset Management
Massachusetts
$11.1M -$4.41M -13,142 -26%
JG
518
Jain Global
New York
$11.1M +$11.5M +34,187 +1,343%
OCA
519
OpenArc Corporate Advisory
Georgia
$11.1M +$589K +1,756 +5%
RCW
520
Rheos Capital Works
Japan
$11.1M
GC
521
Gillson Capital
Illinois
$11M +$12.2M +36,480 New
OIMU
522
Osmosis Investment Management UK
United Kingdom
$11M -$1.74M -5,197 -12%
DADC
523
D.A. Davidson & Co
Montana
$11M -$505K -1,505 -4%
SIM
524
Stratos Investment Management
Ohio
$11M -$1.38M -4,113 -10%
SVCP
525
Silicon Valley Capital Partners
California
$10.9M -$615K -1,835 -5%

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.