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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
LBC
901
Lowe Brockenbrough & Co
Virginia
$3.43M -$19.1K -57 -0.5%
EW
902
Evoke Wealth
California
$3.42M -$287K -857 -7%
FCT
903
Family Capital Trust
Massachusetts
$3.42M -$1.34K -4 -0%
SP
904
SIH Partners
Delaware
$3.42M +$3.79M +11,291 New
LFM
905
LGT Fund Management
Liechtenstein
$3.41M +$2.73M +8,148 +260%
ECM
906
Evergreen Capital Management
Washington
$3.4M -$1.85M -5,525 -33%
JCM
907
Jacobi Capital Management
Pennsylvania
$3.39M -$22.5K -67 -0.6%
BPWM
908
Badgley Phelps Wealth Managers
Washington
$3.39M -$30.8K -92 -0.8%
VWM
909
Venturi Wealth Management
Texas
$3.37M +$42.9K +128 +1%
VI
910
Vestcor Inc
New Brunswick, Canada
$3.36M
RWB
911
RMR Wealth Builders
New Jersey
$3.36M +$496K +1,479 +15%
SJIM
912
St. Johns Investment Management
Florida
$3.33M +$170K +508 +5%
WB
913
WesBanco Bank
West Virginia
$3.33M -$268K -799 -7%
SIM
914
Sprucegrove Investment Management
Ontario, Canada
$3.31M -$932K -2,779 -20%
KW
915
KWB Wealth
California
$3.31M -$275K -820 -8%
HSA
916
HBK Sorce Advisory
Pennsylvania
$3.3M +$103K +307 +3%
FIM
917
Fruth Investment Management
Texas
$3.29M -$36.9K -110 -1%
MWM
918
Mission Wealth Management
California
$3.27M +$103K +306 +3%
QIM
919
Quantitative Investment Management
Virginia
$3.26M +$3.61M +10,765 New
BO
920
Bank OZK
Arkansas
$3.25M +$194K +580 +6%
2
921
2Xideas
Switzerland
$3.25M -$240K -716 -6%
EMB
922
Elefante Mark B
$3.25M +$1.37M +4,088 +62%
Tudor Investment Corp
923
Tudor Investment Corp
Connecticut
$3.24M +$3.6M +10,726 New
SCM
924
SCS Capital Management
Massachusetts
$3.24M -$304K -907 -8%
GWCM
925
Godshalk Welsh Capital Management
Pennsylvania
$3.24M -$28.5K -85 -0.8%

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.