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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
MYIA
701
Mount Yale Investment Advisors
Colorado
$6.03M +$5.03M +15,001 +303%
EF
702
Empirical Finance
Pennsylvania
$5.97M -$17.8K -53 -0.3%
RWFS
703
Rayburn West Financial Services
Tennessee
$5.96M +$636K +1,896 +11%
MIH
704
Meitav Investment House
Israel
$5.95M -$5.34M -15,933 -45%
SFI
705
Siemens Fonds Invest
Germany
$5.91M -$240K -715 -4%
KFS
706
Kurt F. Somerville
$5.9M -$1.55M -4,610 -19%
CA
707
Commerzbank Aktiengesellschaft
Germany
$5.89M -$1.34M -3,996 -17%
FLPIM
708
F.L. Putnam Investment Management
Massachusetts
$5.88M +$945K +2,817 +17%
B
709
Bailard
California
$5.82M -$723K -2,156 -10%
BFG
710
Bleakley Financial Group
New Jersey
$5.79M -$937K -2,796 -13%
LC
711
Lincoln Capital
Nebraska
$5.75M -$89.2K -266 -1%
MVA
712
Mount Vernon Associates
Maryland
$5.73M +$77.1K +230 +1%
WG
713
Welch Group
Alabama
$5.72M +$5.37K +16 +0.1%
EOJOAM
714
E. Ohman J:or Asset Management
Sweden
$5.69M -$218K -650 -3%
CAM
715
Covenant Asset Management
New Jersey
$5.68M +$1.08M +3,225 +21%
SCA
716
Snowden Capital Advisors
New York
$5.67M -$36.9K -110 -0.6%
BSL
717
Blue Sparrow LLC
Delaware
$5.66M -$8.55M -25,500 -58%
WCM
718
Wisconsin Capital Management
Wisconsin
$5.65M -$1.23M -3,666 -16%
CT
719
Caldwell Trust
Florida
$5.64M +$184K +549 +3%
CCT
720
Chemung Canal Trust
New York
$5.63M -$3.69K -11 -0.1%
MWM
721
Modera Wealth Management
New Jersey
$5.63M -$27.5K -82 -0.4%
CC
722
Courier Capital
New York
$5.6M -$197K -589 -3%
VanEck Associates
723
VanEck Associates
New York
$5.59M +$72.4K +216 +1%
VCA
724
Verdence Capital Advisors
Maryland
$5.59M -$839K -2,502 -12%
AWA
725
ARQ Wealth Advisors
Arizona
$5.58M +$5.42M +16,172 +707%

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.