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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
AWA
676
Arkadios Wealth Advisors
Georgia
$6.43M +$403K +1,203 +6%
FSA
677
Fort Sheridan Advisors
Illinois
$6.42M -$16.8K -50 -0.2%
CCIA
678
Campbell & Co Investment Adviser
Maryland
$6.42M +$4.75M +14,165 +201%
CCM
679
Condor Capital Management
New Jersey
$6.39M -$1.34K -4 -0%
AMI
680
Amica Mutual Insurance
Rhode Island
$6.35M +$2.07M +6,172 +42%
HLCM
681
Hi-Line Capital Management
South Dakota
$6.33M -$15.1K -45 -0.2%
Impax Asset Management Group
682
Impax Asset Management Group
United Kingdom
$6.31M +$210K +627 +3%
FIA
683
Foundations Investment Advisors
Arizona
$6.27M +$319K +952 +5%
PTCG
684
Pring Turner Capital Group
California
$6.26M
MIM
685
Morningstar Investment Management
Illinois
$6.25M -$2.46M -7,334 -26%
HCM
686
Hutner Capital Management
Vermont
$6.23M +$62.7K +187 +0.9%
EPW
687
Evolve Private Wealth
California
$6.22M +$303K +905 +5%
FIB
688
First Interstate Bank
Montana
$6.22M -$373K -1,111 -5%
BCV
689
Banque Cantonale Vaudoise
Switzerland
$6.2M +$700K +2,089 +11%
CFSG
690
Community Financial Services Group
Vermont
$6.19M -$83.5K -249 -1%
CT
691
Chicago Trust
Illinois
$6.19M -$549K -1,636 -7%
SCB
692
Saudi Central Bank
Saudi Arabia
$6.15M +$6.82M +20,341 New
GIA
693
Gladstone Institutional Advisory
Florida
$6.12M -$1.07M -3,201 -14%
TMAM
694
Tokio Marine Asset Management
Japan
$6.11M +$199K +595 +3%
GPTE
695
Generali Powszechne Towarzystwo Emerytalne
Poland
$6.09M
OIA
696
OneDigital Investment Advisors
Kansas
$6.08M -$938K -2,799 -12%
SCP
697
Sandhill Capital Partners
New York
$6.07M -$587K -1,750 -8%
BL
698
BFSG LLC
California
$6.06M +$275K +821 +4%
SFO
699
Stenger Family Office
Illinois
$6.05M +$981K +2,925 +17%
AIM
700
Arcadia Investment Management
Michigan
$6.04M -$224K -667 -3%

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.