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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
SWP
651
Sagespring Wealth Partners
Tennessee
$6.81M +$55.3K +165 +0.7%
JEST
652
JTC Employer Solutions Trustee
Jersey
$6.81M
ACM
653
Adalta Capital Management
New York
$6.81M -$248K -740 -3%
EP
654
Edgestream Partners
New Jersey
$6.79M +$6.46M +19,274 +610%
AC
655
AlpenGlobal Capital
California
$6.76M +$7.5M +22,363 New
JCM
656
Jag Capital Management
Missouri
$6.75M -$6.82M -20,333 -48%
ALMGDA
657
AG2R La Mondiale Gestion d'Actifs
France
$6.74M +$30.5K +91 +0.4%
FM
658
Family Management
New York
$6.72M +$8.38K +25 +0.1%
IAM
659
Infusive Asset Management
New York
$6.71M +$3.48M +10,392 +88%
AP
660
Americana Partners
Texas
$6.67M +$2.65M +7,899 +56%
MSE
661
MUFG Securities EMEA
United Kingdom
$6.64M -$23.8K -71 -0.3%
HT
662
Heritage Trust
Oklahoma
$6.59M -$131K -392 -2%
CCM
663
Coldstream Capital Management
Washington
$6.59M +$333K +994 +5%
BA
664
Bridgewater Associates
Connecticut
$6.59M -$3.46M -10,308 -32%
ADL
665
Asset Dedication LLC
California
$6.55M -$847K -2,526 -10%
Envestnet Portfolio Solutions
666
Envestnet Portfolio Solutions
Illinois
$6.55M +$199K +595 +3%
NG
667
Northstar Group
New York
$6.53M +$17.1K +51 +0.2%
CIM
668
Chapman Investment Management
California
$6.53M +$46.3K +138 +0.6%
BZWA
669
Blue Zone Wealth Advisors
California
$6.49M -$352K -1,051 -5%
FG
670
Fiduciary Group
Georgia
$6.48M -$18.4K -55 -0.3%
CIS
671
Capital International Sarl
California
$6.46M -$762K -2,272 -10%
AC
672
Allstate Corporation
Illinois
$6.46M -$7.06M -21,042 -50%
AAM
673
Alphadyne Asset Management
New York
$6.44M +$7.14M +21,295 New
FNFDCM
674
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.44M +$52.3K +156 +0.7%
CI
675
Ceera Investments
Texas
$6.44M -$741K -2,209 -9%

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.