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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
KeyBank National Association
151
KeyBank National Association
Ohio
$96.1M -$13.9M -41,560 -12%
Chevy Chase Trust
152
Chevy Chase Trust
Maryland
$95.8M -$12M -35,696 -10%
MIHAS
153
Maj Invest Holding A/S
Denmark
$95M +$1.05M +3,118 +1%
QCM
154
Quantinno Capital Management
New York
$91.6M +$22.6M +67,397 +29%
Osaic Holdings
155
Osaic Holdings
Arizona
$90.7M +$6.3M +18,785 +7%
Nomura Asset Management
156
Nomura Asset Management
Japan
$90.5M +$2.19M +6,530 +2%
State of Wisconsin Investment Board
157
State of Wisconsin Investment Board
Wisconsin
$89.2M -$2.52M -7,505 -2%
DLA
158
Douglas Lane & Associates
New York
$87M -$4.82M -14,386 -5%
Federated Hermes
159
Federated Hermes
Pennsylvania
$85.9M -$1.15M -3,416 -1%
GT
160
Glenmede Trust
Pennsylvania
$85.5M -$2.53M -7,556 -3%
APG Asset Management
161
APG Asset Management
Netherlands
$85.4M +$2.17M +6,463 +2%
GLA
162
Great Lakes Advisors
Illinois
$84.8M -$17.1M -50,869 -15%
Commonwealth Equity Services
163
Commonwealth Equity Services
Massachusetts
$84.4M -$2.57M -7,668 -3%
Dodge & Cox
164
Dodge & Cox
California
$83.9M -$5.05M -15,059 -5%
VIA
165
Vanguard Investments Australia
Australia
$83M +$92M +274,332 New
SEI Investments
166
SEI Investments
Pennsylvania
$82.1M +$6.39M +19,071 +8%
Brown Advisory
167
Brown Advisory
Maryland
$82.1M -$102K -303 -0.1%
PAM
168
Panagora Asset Management
Massachusetts
$81.6M +$31.2M +93,194 +53%
Prudential Financial
169
Prudential Financial
New Jersey
$78.5M -$79.8M -237,971 -48%
Voloridge Investment Management
170
Voloridge Investment Management
Florida
$78.3M +$86.7M +258,717 New
Focus Partners Wealth
171
Focus Partners Wealth
Massachusetts
$78M -$33.8M -100,863 -28%
Calamos Advisors
172
Calamos Advisors
Illinois
$76.6M +$17.9M +53,517 +27%
Royal London Asset Management
173
Royal London Asset Management
United Kingdom
$76.1M -$1.04M -3,100 -1%
Mitsubishi UFJ Trust & Banking
174
Mitsubishi UFJ Trust & Banking
Japan
$75.4M +$5.81M +17,333 +7%
Caisse de Depot et Placement du Quebec (CDPQ)
175
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$75.2M +$43.8M +130,486 +110%

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.