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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
SLI
801
Sumitomo Life Insurance
Japan
$4.46M -$187K -558 -4%
FRA
802
Frank Rimerman Advisors
California
$4.44M -$32.2K -96 -0.7%
CCP
803
Clarkston Capital Partners
Michigan
$4.44M -$38.9M -116,166 -89%
DRD
804
Dennis R. Delaney
$4.4M +$2.39M +7,133 +96%
ACP
805
Aviance Capital Partners
Florida
$4.39M -$3.69K -11 -0.1%
BFA
806
Benedict Financial Advisors
Georgia
$4.39M -$19.4K -58 -0.4%
SAM
807
Securian Asset Management
Minnesota
$4.39M -$33.5K -100 -0.7%
CBA
808
Coastal Bridge Advisors
Connecticut
$4.39M -$183K -545 -4%
CCM
809
Cullen Capital Management
New York
$4.38M -$837K -2,497 -15%
KRSITF
810
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.37M
BIG
811
Brooklyn Investment Group
New York
$4.36M +$1.23M +3,673 +34%
WANY
812
Wealthspire Advisors (New York)
New York
$4.36M +$44.3K +132 +0.9%
Los Angeles Capital Management
813
Los Angeles Capital Management
California
$4.35M -$88.2M -263,182 -95%
HIC
814
Hartline Investment Corp
Illinois
$4.34M +$78.8K +235 +2%
MK
815
MASTERINVEST Kapitalanlage
$4.33M +$194K +578 +4%
SSA
816
Schonfeld Strategic Advisors
New York
$4.33M +$4.1M +12,223 +587%
BBWA
817
Bell & Brown Wealth Advisors
California
$4.32M -$106K -316 -2%
WG
818
Winton Group
United Kingdom
$4.29M +$4.76M +14,185 New
WMA
819
West Michigan Advisors
Michigan
$4.27M +$1.48M +4,420 +46%
FC
820
FORA Capital
Florida
$4.27M +$4.73M +14,114 New
GI
821
GAMMA Investing
California
$4.26M -$122K -364 -3%
RWM
822
Ritholtz Wealth Management
New York
$4.26M +$26.2K +78 +0.6%
WIS
823
Wright Investors Service
Connecticut
$4.25M -$869K -2,593 -16%
DACS
824
Dymon Asia Capital (Singapore)
Singapore
$4.23M +$4.69M +14,000 New
EWM
825
Empirical Wealth Management
Washington
$4.23M +$10.4K +31 +0.2%

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.