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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
CWP
576
Cyndeo Wealth Partners
Florida
$8.85M -$2.16M -6,434 -18%
Group One Trading
577
Group One Trading
Illinois
$8.77M -$8.41M -25,095 -46%
HCMT
578
Highland Capital Management (Tennessee)
Tennessee
$8.73M -$55K -164 -0.6%
Assenagon Asset Management
579
Assenagon Asset Management
Luxembourg
$8.71M +$821K +2,450 +9%
MOS
580
MGO One Seven
Ohio
$8.7M -$1.57M -4,689 -14%
SMI
581
Shelter Mutual Insurance
Missouri
$8.69M
IAA
582
Independent Advisor Alliance
North Carolina
$8.64M -$407K -1,213 -4%
AG
583
Ascent Group
Virginia
$8.62M +$4.76M +14,190 +99%
PBC
584
Pavion Blue Capital
California
$8.61M -$245K -731 -3%
VI
585
VectorGlobal IAG
Florida
$8.58M +$9.51M +28,372 New
EWA
586
EP Wealth Advisors
California
$8.53M -$122K -363 -1%
OAC
587
OMERS Administration Corp
Ontario, Canada
$8.53M +$1.73M +5,155 +22%
IWC
588
Integrated Wealth Concepts
Massachusetts
$8.48M +$4.14M +12,345 +79%
CIM
589
Contravisory Investment Management
Massachusetts
$8.46M -$388K -1,158 -4%
DJSG
590
D.J. St. Germain
Massachusetts
$8.41M -$810K -2,417 -8%
DWM
591
Diversify Wealth Management
Utah
$8.33M +$4.81M +14,342 +119%
Pacer Advisors
592
Pacer Advisors
Pennsylvania
$8.32M -$5.13M -15,286 -36%
TCIIS
593
TIAA-CREF Individual & Institutional Services
New York
$8.32M +$9.22M +27,490 New
VCM
594
Voleon Capital Management
California
$8.31M +$8.47M +25,257 +1,148%
LSERS
595
Louisiana State Employees Retirement System
Louisiana
$8.26M -$33.5K -100 -0.4%
PS
596
Principal Securities
Iowa
$8.21M +$1.23M +3,657 +16%
NEI
597
Northwest & Ethical Investments
Ontario, Canada
$8.21M +$61K +182 +0.7%
SWP
598
Stratos Wealth Partners
Ohio
$8.19M -$1.29M -3,834 -12%
MSRPS
599
Maryland State Retirement & Pension System
Maryland
$8.18M
1SB
600
1ST Source Bank
Indiana
$8.15M -$146K -436 -2%

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.