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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
DMBA
2451
Deseret Mutual Benefit Administrators
Utah
$246K +$118K +353 +77%
VC
2452
Vestor Capital
Illinois
$245K -$99.9M -298,014 -100%
PFM
2453
Patton Fund Management
Texas
$245K -$5.39M -16,065 -95%
BFC
2454
Blue Fin Capital
Rhode Island
$245K -$200K -596 -42%
BCM
2455
Becker Capital Management
Oregon
$244K -$3.69K -11 -1%
BWP
2456
BlueStem Wealth Partners
Minnesota
$244K -$6.04K -18 -2%
DAC
2457
Dutch Asset Corp
New York
$244K +$70.1K +209 +35%
GAB
2458
German American Bancorp
Indiana
$243K -$25.5K -76 -9%
SCP
2459
Sivia Capital Partners
California
$243K -$329K -980 -55%
CB
2460
Chris Bulman
California
$243K -$27.5K -82 -9%
TF
2461
Trek Financial
Arizona
$242K +$64K +191 +31%
HFS
2462
Hoge Financial Services
Pennsylvania
$242K -$9.72K -29 -4%
QWM
2463
Quadcap Wealth Management
Texas
$242K +$12.4K +37 +5%
CAM
2464
Close Asset Management
United Kingdom
$242K
BFIC
2465
Bedell Frazier Investment Counselling
California
$242K -$3.35K -10 -1%
KIA
2466
Knollwood Investment Advisory
Maryland
$242K
WC
2467
Wexford Capital
Florida
$242K
BOTPPF
2468
Board of the Pension Protection Fund
United Kingdom
$242K +$268K +800 New
CFAM
2469
Center For Asset Management
Florida
$242K -$2.01K -6 -0.7%
NCM
2470
Novare Capital Management
North Carolina
$241K -$2.35K -7 -0.9%
SPFA
2471
Summit Place Financial Advisors
New Jersey
$241K +$25.5K +76 +11%
NIM
2472
Northeast Investment Management
Massachusetts
$241K +$268K +798 New
GFA
2473
Gallagher Fiduciary Advisors
Illinois
$241K +$2.68K +8 +1%
LF
2474
Lantz Financial
Illinois
$241K -$3.69K -11 -1%
BRM
2475
Boston Research & Management
Massachusetts
$241K

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.