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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
RAM
626
Riggs Asset Management
Pennsylvania
$7.45M -$54.7K -163 -0.7%
JWCA
627
J.W. Cole Advisors
Florida
$7.4M -$141K -421 -2%
GAM
628
Gotham Asset Management
New York
$7.39M +$126K +377 +2%
PA
629
Procyon Advisors
Connecticut
$7.35M -$1.34M -4,002 -14%
IC
630
IEQ Capital
California
$7.31M +$313K +935 +4%
DWT
631
Dorsey & Whitney Trust
South Dakota
$7.27M -$249K -744 -3%
PWMAG
632
Pinnacle Wealth Management Advisory Group
New Jersey
$7.26M -$429K -1,279 -5%
BP
633
Ballentine Partners
Massachusetts
$7.24M +$384K +1,145 +5%
WS
634
Wedbush Securities
California
$7.23M +$71.1K +212 +0.9%
HI
635
Hendershot Investments
Virginia
$7.23M
ABTD
636
Arvest Bank Trust Division
Oklahoma
$7.19M -$69.7K -208 -0.9%
VVP
637
Venture Visionary Partners
Ohio
$7.17M -$66.4K -198 -0.8%
PAS
638
Park Avenue Securities
New York
$7.13M +$460K +1,373 +6%
NW
639
NewEdge Wealth
Pennsylvania
$7.11M -$5.39M -16,061 -41%
FCH
640
Freestone Capital Holdings
Washington
$7.11M -$8.38K -25 -0.1%
MYA
641
Meiji Yasuda America
New York
$7.07M -$108K -321 -1%
VA
642
Vident Advisory
Georgia
$7.05M +$1.9M +5,662 +32%
IWS
643
Insight Wealth Strategies
California
$7M +$273K +813 +4%
GXJ
644
Global X Japan
Japan
$6.99M +$331K +987 +4%
BCM
645
Bretton Capital Management
California
$6.99M
Two Sigma Investments
646
Two Sigma Investments
New York
$6.97M +$7.73M +23,049 New
RC
647
RBF Capital
California
$6.96M
PIM
648
Plato Investment Management
Australia
$6.93M +$536K +1,598 +7%
KRS
649
Kentucky Retirement Systems
Kentucky
$6.9M +$13.9M +41,578 +121%
JA
650
JLB & Associates
Michigan
$6.84M +$443K +1,322 +6%

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.