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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
Creative Planning
176
Creative Planning
Kansas
$73M +$4.05M +12,085 +5%
AIMCA
177
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$72.6M +$27.5M +81,900 +52%
Teacher Retirement System of Texas
178
Teacher Retirement System of Texas
Texas
$71.4M +$16.3M +48,673 +26%
Janney Montgomery Scott
179
Janney Montgomery Scott
Pennsylvania
$70.9M +$1.46M +4,351 +2%
KK
180
KLP Kapitalforvaltning
Norway
$70.8M +$2.58M +7,680 +3%
GFI
181
Global Frontier Investments
South Carolina
$70.5M
DSA
182
Davis Selected Advisers
Arizona
$70.5M -$2.87M -8,574 -4%
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$69.7M +$368K +1,097 +0.5%
VDI
184
Vaughan David Investments
Illinois
$68.7M -$880K -2,624 -1%
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
$68.7M -$7.69M -22,925 -9%
Lazard Asset Management
186
Lazard Asset Management
New York
$68.6M -$11.3M -33,834 -13%
BTW
187
Boston Trust Walden
Massachusetts
$68.5M -$4.54M -13,540 -6%
ProShare Advisors
188
ProShare Advisors
Maryland
$67.4M -$2.57M -7,654 -3%
Mariner
189
Mariner
Kansas
$66.9M -$22.5M -67,066 -23%
Cetera Investment Advisers
190
Cetera Investment Advisers
Illinois
$66.9M +$3.4M +10,150 +5%
Ohio Public Employees Retirement System (OPERS)
191
Ohio Public Employees Retirement System (OPERS)
Ohio
$66.8M +$196K +585 +0.3%
MSV
192
MN Services Vermogensbeheer
Netherlands
$66M +$469K +1,400 +0.6%
HP
193
Hosking Partners
United Kingdom
$65.6M -$3.38M -10,070 -4%
Cerity Partners
194
Cerity Partners
New York
$65.2M +$5.53M +16,487 +8%
Wealth Enhancement Advisory Services
195
Wealth Enhancement Advisory Services
Minnesota
$65.1M -$31.4M -93,788 -29%
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$62.1M -$6M -17,884 -8%
Handelsbanken Fonder
197
Handelsbanken Fonder
Sweden
$62M +$207K +617 +0.3%
Harris Associates
198
Harris Associates
Illinois
$61.6M -$5.15M -15,371 -7%
Fayez Sarofim & Co
199
Fayez Sarofim & Co
Texas
$61.3M -$1.28M -3,819 -2%
ZIM
200
Zacks Investment Management
Illinois
$61.1M +$82.1K +245 +0.1%

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.