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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
SAM
526
Stansberry Asset Management
Texas
$10.9M +$63.7K +190 +0.5%
GG
527
Greenwood Gearhart
Arkansas
$10.9M +$899K +2,682 +8%
WCM
528
Westend Capital Management
California
$10.8M +$332K +989 +3%
CIA
529
Concurrent Investment Advisors
Florida
$10.8M -$3.41M -10,183 -22%
B
530
Bensler
Washington
$10.6M +$205K +612 +2%
LOAMS
531
Lombard Odier Asset Management (Switzerland)
Switzerland
$10.6M -$322K -960 -3%
HVIA
532
Hudson Valley Investment Advisors
New York
$10.6M -$496K -1,480 -4%
NFGCM
533
Norman Fields Gottscho Capital Management
New York
$10.4M +$267K +795 +2%
MHC
534
Meyer Handelman Company
New York
$10.4M
JC
535
Jacobs & Co
California
$10.4M +$41.2K +123 +0.4%
HMP
536
HS Management Partners
New York
$10.3M +$11.4M +34,129 New
PAG
537
Private Advisory Group
Washington
$10.3M -$724K -2,159 -6%
KFC
538
Klingenstein Fields & Co
New York
$10.2M -$1.19M -3,549 -9%
RB
539
Rodgers Brothers
Pennsylvania
$10.2M -$25.1K -75 -0.2%
SAM
540
SP Asset Management
California
$10.2M +$7.71K +23 +0.1%
SCA
541
Stokes Capital Advisors
South Carolina
$10.2M -$395K -1,178 -3%
IGAM
542
iA Global Asset Management
Quebec, Canada
$10.1M +$11.2M +33,330 New
SFI
543
Susquehanna Fundamental Investments
Pennsylvania
$10.1M
LNWTC
544
Laird Norton Wetherby Trust Company
Washington
$10M -$399K -1,189 -3%
IEFM
545
IQ EQ Fund Management
Ireland
$9.93M
IG
546
ING Group
Netherlands
$9.93M +$1.24M +3,690 +13%
PAI
547
Pittenger & Anderson Inc
Nebraska
$9.93M +$545K +1,625 +5%
SWIG
548
Strategic Wealth Investment Group
Kentucky
$9.91M +$110K +327 +1%
ANTB
549
AMG National Trust Bank
Colorado
$9.86M +$2.41M +7,178 +28%
ASN
550
Advisory Services Network
Georgia
$9.84M -$858K -2,558 -7%

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.