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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
35.54%
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
Franklin Resources
76
Franklin Resources
California
$230M +$88.2M +263,177 +53%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$227M +$54.4M +162,120 +28%
Stifel Financial
78
Stifel Financial
Missouri
$217M +$2.21M +6,604 +0.9%
William Blair & Company
79
William Blair & Company
Illinois
$210M -$2.11M -6,280 -0.9%
AllianceBernstein
80
AllianceBernstein
Tennessee
$208M -$6.67M -19,885 -3%
Aberdeen Group
81
Aberdeen Group
United Kingdom
$204M -$2.2M -6,566 -1%
BGC
82
Beutel, Goodman & Co
Ontario, Canada
$201M -$33.7M -100,614 -13%
SGF
83
S&G Foundation
Wyoming
$194M +$215M +641,100 New
Russell Investments Group
84
Russell Investments Group
United Kingdom
$190M +$15.6M +46,496 +8%
Korea Investment Corp
85
Korea Investment Corp
South Korea
$188M +$67.6M +201,677 +48%
Universal-Beteiligungs- und Servicegesellschaft
86
Universal-Beteiligungs- und Servicegesellschaft
Germany
$187M -$3.91M -11,659 -2%
AQR Capital Management
87
AQR Capital Management
Connecticut
$185M +$95.6M +285,172 +87%
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$184M -$1.39M -4,145 -0.7%
Luther King Capital Management (LKCM)
89
Luther King Capital Management (LKCM)
Texas
$183M -$2.17M -6,483 -1%
SCM
90
Smead Capital Management
Arizona
$182M -$55.6M -165,788 -22%
TI
91
Tidal Investments
Wisconsin
$173M +$8.62M +25,704 +5%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$172M +$15.9M +47,362 +9%
TAM
93
Timucuan Asset Management
Florida
$170M -$3.45M -10,280 -2%
Toronto Dominion Bank
94
Toronto Dominion Bank
Ontario, Canada
$170M +$85.3M +254,315 +83%
Renaissance Technologies
95
Renaissance Technologies
New York
$167M +$185M +550,880 New
AIM
96
Alphinity Investment Management
Australia
$165M -$124M -369,149 -40%
Man Group
97
Man Group
United Kingdom
$160M +$56.8M +169,545 +47%
WorldQuant Millennium Advisors
98
WorldQuant Millennium Advisors
New York
$159M +$128M +383,039 +268%
FI
99
Focused Investors
California
$152M +$22.8M +67,900 +16%
MG
100
Markel Group
Virginia
$148M +$654K +1,950 +0.4%

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.