American Express
AXP
2,911 hedge funds and large institutions have $175B invested in American Express in 2026 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 1,081 increasing their positions, 1,223 reducing their positions, and 288 closing their positions.
13% more call options, than puts
Call options by funds: $2.31B | Put options by funds: $2.04B
0.71% less ownership
Funds ownership: 85.04% → 84.33% (-0.71%)
4% less funds holding
Funds holding: 3,044 → 2,911 (-133)
12% less repeat investments, than reductions
Existing positions increased: 1,081 | Existing positions reduced: 1,223
19% less capital invested
Capital invested by funds: $217B → $175B (-$41.8B)
33% less first-time investments, than exits
New positions opened: 192 | Existing positions closed: 288
34% less funds holding in top 10
Funds holding in top 10: 108 → 71 (-37)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$649M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$489M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$455M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$322M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$287M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.57B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.27B |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$435M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$275M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$270M |
AXP Hedge Fund Activity: Q1 2026 in Review
2,911 of the 8,208 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: 288 funds closed out of AXP and 192 opened new positions — a net loss of 96 holders — while 1,223 trimmed existing stakes and 1,081 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.
- 2,911 institutional investors held American Express (AXP) as of Q1 2026, down from 3,044 in Q4 2025.
- Funds reported $175B of American Express stock for Q1 2026, down 19% quarter-over-quarter.
- 192 funds opened new American Express positions in Q1 2026 and 288 closed out, a net change of -96 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.