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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
LSWM
551
Lorne Steinberg Wealth Management
Canada
$9.82M +$28.5K +85 +0.3%
MSU
552
Mizuho Securities USA
New York
$9.79M -$2.26M -6,746 -17%
QCG
553
Quadrant Capital Group
Ohio
$9.77M +$165K +493 +2%
LT
554
Legacy Trust
Michigan
$9.75M +$309K +922 +3%
M
555
Mirova
France
$9.64M -$5.23M -15,590 -33%
MIM
556
Martin Investment Management
Florida
$9.64M +$32.9K +98 +0.3%
PR
557
Payden & Rygel
California
$9.62M
WAM
558
Winslow Asset Management
Ohio
$9.59M -$221K -658 -2%
BEI
559
Benjamin Edwards Inc
Missouri
$9.57M +$986K +2,942 +10%
WP
560
Waycross Partners
Kentucky
$9.56M +$10.6M +31,618 New
LIM
561
Letson Investment Management
Georgia
$9.51M -$141K -421 -1%
MMA
562
Miracle Mile Advisors
California
$9.51M -$164K -490 -2%
KFP
563
KMG Fiduciary Partners
Ohio
$9.47M -$2.68K -8 -0%
SC
564
Savant Capital
Illinois
$9.31M +$1.92M +5,714 +23%
STA
565
Summit Trail Advisors
New York
$9.29M +$3.24M +9,666 +46%
MYAM
566
Meiji Yasuda Asset Management
Japan
$9.26M -$450K -1,343 -4%
HIMCH
567
Hartford Investment Management Co (HIMCO)
Connecticut
$9.25M -$174K -519 -2%
MWA
568
MFA Wealth Advisors
Pennsylvania
$9.25M +$719K +2,145 +8%
VAS
569
Vestmark Advisory Solutions
Massachusetts
$9.09M +$3.49M +10,414 +53%
LP
570
LB Partners
Virginia
$9.07M -$671K -2,000 -6%
BPC
571
Bearing Point Capital
Minnesota
$9.05M -$172K -513 -2%
GIC
572
Generali Investments CEE
Czech Republic
$9.04M -$302K -901 -3%
TSW
573
Thompson Siegel & Walmsley
Virginia
$9.03M -$193K -575 -2%
TGIA
574
Torrey Growth & Income Advisors
California
$8.98M -$1.34M -4,010 -12%
CFO
575
Callan Family Office
Pennsylvania
$8.91M -$563K -1,679 -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.