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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
Simplex Trading
1326
Simplex Trading
Illinois
$1.38M +$1.53M +4,556 New
LCM
1327
Laurion Capital Management
New York
$1.37M +$1.52M +4,543 New
SAM
1328
Sompo Asset Management
Japan
$1.37M -$73.8K -220 -5%
MAM
1329
Morse Asset Management
Connecticut
$1.37M -$13.4K -40 -0.9%
EFS
1330
Essex Financial Services
Connecticut
$1.37M +$64.7K +193 +4%
CAG
1331
Csenge Advisory Group
Florida
$1.37M -$66.1K -197 -4%
HWM
1332
Hohimer Wealth Management
Washington
$1.37M -$485K -1,447 -24%
IRP
1333
Investment Research Partners
Pennsylvania
$1.37M +$34.5K +103 +2%
T
1334
TOBAM
France
$1.36M +$314K +937 +26%
SL
1335
Sentry LLC
Tennessee
$1.36M -$31.2K -93 -2%
AA
1336
ALPS Advisors
Colorado
$1.36M -$123K -368 -8%
GIM
1337
Guardian Investment Management
California
$1.36M
LCM
1338
Lazari Capital Management
California
$1.36M +$156K +464 +12%
LWM
1339
Lyell Wealth Management
California
$1.35M
LCS
1340
Levin Capital Strategies
New York
$1.35M +$335 +1 +0%
WF
1341
Whelan Financial
California
$1.35M +$132K +393 +10%
TCM
1342
Tufton Capital Management
Maryland
$1.34M -$1.01K -3 -0.1%
FDS
1343
First Dallas Securities
Texas
$1.34M -$120K -359 -7%
SB
1344
Simmons Bank
Arkansas
$1.34M +$1.68K +5 +0.1%
GKWIM
1345
Gerber Kawasaki Wealth & Investment Management
California
$1.34M -$16.8K -50 -1%
WC
1346
Woodstock Corp
Massachusetts
$1.33M -$81.1K -242 -5%
LA
1347
Legacy Advisors
Pennsylvania
$1.33M +$1.34K +4 +0.1%
LWL
1348
Leo Wealth LLC
Texas
$1.32M -$244K -729 -14%
VIA
1349
Victrix Investment Advisors
Florida
$1.32M +$3.69K +11 +0.3%
MCM
1350
Manchester Capital Management
Vermont
$1.31M -$51K -152 -3%

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.