We are live on ! Find out more
AXP icon

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
35.54%
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
First Trust Advisors
51
First Trust Advisors
Illinois
$430M +$47.4M +141,242 +11%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$410M +$25.1M +75,001 +6%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$385M +$100M +298,444 +31%
BNP Paribas Asset Management
54
BNP Paribas Asset Management
France
$377M +$57.5M +171,462 +16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
55
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$374M +$322M +961,698 +350%
American Century Companies
56
American Century Companies
Missouri
$363M -$46.6M -139,130 -10%
National Pension Service
57
National Pension Service
South Korea
$357M -$1.24M -3,713 -0.3%
VGA
58
Vanguard Global Advisers
Pennsylvania
$355M +$393M +1,172,115 New
SGA
59
Sustainable Growth Advisers
Connecticut
$339M +$169M +504,124 +82%
Citigroup
60
Citigroup
New York
$330M +$126M +375,553 +52%
Barrow, Hanley, Mewhinney & Strauss
61
Barrow, Hanley, Mewhinney & Strauss
Texas
$326M -$7.8M -23,254 -2%
LP
62
Longview Partners
Guernsey
$325M -$76.8M -229,127 -18%
Raymond James Financial
63
Raymond James Financial
Florida
$321M +$3.71M +11,074 +1%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$307M -$4.37M -13,037 -1%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$304M -$4.28M -12,767 -1%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$285M -$15.2M -45,401 -5%
VAM
67
Vanguard Asset Management
$284M +$315M +938,394 New
PTC
68
Provident Trust Company
Wisconsin
$277M -$53.9M -160,803 -15%
LPL Financial
69
LPL Financial
California
$276M -$3.03M -9,050 -1%
Canada Pension Plan Investment Board
70
Canada Pension Plan Investment Board
Ontario, Canada
$265M +$80.1M +239,002 +38%
Corient Private Wealth
71
Corient Private Wealth
Florida
$255M -$334M -997,047 -55%
Public Employees Retirement Association of Colorado
72
Public Employees Retirement Association of Colorado
Colorado
$253M -$67.6M -201,629 -19%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$250M -$9.67M -28,827 -3%
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$248M +$243M +723,883 +760%
Principal Financial Group
75
Principal Financial Group
Iowa
$243M -$5.32M -15,867 -2%

AXP Hedge Fund Activity: Q1 2026 in Review

2,888 of the 8,127 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.