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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
NFA
1026
Northern Financial Advisors
Michigan
$2.62M +$1.2M +3,573 +70%
OAM
1027
Ostrum Asset Management
France
$2.62M -$127K -379 -4%
AIM
1028
Anchor Investment Management
South Carolina
$2.61M -$47.3K -141 -2%
NSUP
1029
NLB Skladi upravljanje premozenja
$2.6M -$393K -1,171 -12%
CNBTD
1030
Citizens National Bank Trust Department
Mississippi
$2.59M +$76.1K +227 +3%
BBA
1031
BLB&B Advisors
Pennsylvania
$2.59M -$1.38M -4,126 -32%
FCM
1032
Fire Capital Management
California
$2.58M -$48.6K -145 -2%
GC
1033
GFG Capital
Florida
$2.58M +$211K +629 +8%
PWP
1034
Principle Wealth Partners
Connecticut
$2.57M -$33.9K -101 -1%
HR
1035
Hardy Reed
Mississippi
$2.56M -$25.8K -77 -0.9%
SWA
1036
SOA Wealth Advisors
New York
$2.55M -$11.1K -33 -0.4%
WIC
1037
Woodmont Investment Counsel
Tennessee
$2.55M -$47.9K -143 -2%
BIA
1038
Bigelow Investment Advisors
Maine
$2.54M -$28.2K -84 -1%
BA
1039
Bridgewater Advisors
New York
$2.54M -$114K -341 -4%
ALAM
1040
Asahi Life Asset Management
Japan
$2.54M -$30.5K -91 -1%
BAM
1041
BCV Asset Management
$2.53M +$2.81M +8,380 New
MHIC
1042
Marble Harbor Investment Counsel
Massachusetts
$2.52M -$3.35K -10 -0.1%
NEAM
1043
New England Asset Management
Connecticut
$2.52M
NI
1044
Natural Investments
California
$2.52M +$4.02K +12 +0.1%
TAM
1045
Tealwood Asset Management
Minnesota
$2.52M -$25.1K -75 -0.9%
BFA
1046
Beaumont Financial Advisors
Massachusetts
$2.52M -$28.5K -85 -1%
PMG
1047
ProVise Management Group
Florida
$2.51M -$42.6K -127 -2%
HFM
1048
Hartford Funds Management
Pennsylvania
$2.49M -$310K -924 -10%
GIA
1049
Gateway Investment Advisers
Ohio
$2.49M +$127K +380 +5%
ACM
1050
Accent Capital Management
Ohio
$2.47M -$13.7K -41 -0.5%

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.