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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
RIM
601
Reliant Investment Management
Tennessee
$8.03M +$136K +407 +2%
SCM
602
Silvant Capital Management
Georgia
$8.02M +$531K +1,585 +6%
FG
603
Foster Group
Iowa
$8.02M +$73.1K +218 +0.8%
GP
604
Guardian Partners
Canada
$8M -$65K -194 -0.7%
UB
605
UMB Bank
Missouri
$7.97M +$2.35K +7 +0%
BWAM
606
Boyd Watterson Asset Management
Ohio
$7.94M -$512K -1,528 -6%
RSWM
607
Robertson Stephens Wealth Management
California
$7.93M +$83.8K +250 +1%
HL
608
HeadInvest LLC
Maine
$7.92M -$346K -1,033 -4%
Bessemer Group
609
Bessemer Group
New Jersey
$7.9M +$347K +1,034 +4%
Hudson Bay Capital Management
610
Hudson Bay Capital Management
Connecticut
$7.89M
Kovitz Investment Group Partners
611
Kovitz Investment Group Partners
Illinois
$7.89M -$73.4K -219 -0.8%
CT
612
Coastline Trust
Rhode Island
$7.88M -$137K -408 -2%
HI
613
Horizon Investments
North Carolina
$7.83M -$6.41M -19,126 -42%
CL
614
Choreo LLC
Illinois
$7.79M +$391K +1,167 +5%
SIM
615
Seaview Investment Managers
Florida
$7.77M +$1.41M +4,197 +20%
DA
616
DCM Advisors
New York
$7.74M -$38.6K -115 -0.4%
NGA
617
Naples Global Advisors
Florida
$7.74M +$1.05M +3,130 +14%
CTC
618
Central Trust Company
Missouri
$7.69M +$31.2K +93 +0.4%
KWM
619
Kingsview Wealth Management
Oregon
$7.65M +$402K +1,200 +5%
BF
620
BOK Financial
Oklahoma
$7.59M -$40.6K -121 -0.5%
CCG
621
Chatham Capital Group
Georgia
$7.55M -$27.5K -82 -0.3%
MGP
622
Metis Global Partners
California
$7.5M -$774K -2,309 -9%
NMERB
623
New Mexico Educational Retirement Board
New Mexico
$7.49M
SCM
624
Saba Capital Management
New York
$7.48M +$7.88M +23,488 +1,876%
RC
625
Roundview Capital
New Jersey
$7.48M +$16.4K +49 +0.2%

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.