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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
TCWM
2476
Total Clarity Wealth Management
Illinois
$241K -$25.8K -77 -9%
HIS
2477
Harvest Investment Services
Illinois
$241K +$3.35K +10 +1%
DCM
2478
Dorato Capital Management
Colorado
$240K +$8.38K +25 +3%
DIM
2479
DLK Investment Management
California
$240K
THL
2480
Tillman Hartley LLC
Colorado
$240K -$64.4K -192 -19%
ASG
2481
Ariston Services Group
California
$240K -$285K -849 Closed
SGFG
2482
Silver Grove Financial Group
New York
$239K +$265K +789 New
CWA
2483
Clarity Wealth Advisors
California
$238K -$6.04K -18 -2%
AW
2484
Apricus Wealth
South Carolina
$238K -$20.1K -60 -7%
UWS
2485
Unique Wealth Strategies
Illinois
$238K -$9.39K -28 -3%
MWA
2486
Medallion Wealth Advisors
Connecticut
$237K
LFGO
2487
Legacy Financial Group (Oklahoma)
Oklahoma
$237K
FWP
2488
FAS Wealth Partners
Kansas
$237K +$40.2K +120 +18%
B
2489
Bellecapital
Switzerland
$237K
BC
2490
Brio Consultants
California
$237K -$36.9K -110 -13%
AWP
2491
Ascent Wealth Partners
New York
$237K +$18.8K +56 +8%
WH
2492
Willner & Heller
California
$235K +$3.69K +11 +1%
EIG
2493
Ellenbecker Investment Group
Wisconsin
$235K +$5.7K +17 +2%
VP
2494
Verum Partners
North Carolina
$235K +$45.6K +136 +21%
AIM
2495
Axiom Investment Management
New York
$234K +$260K +775 New
NECFA
2496
New England Capital Financial Advisors
Connecticut
$234K +$671 +2 +0.3%
MSR
2497
Main Street Research
Connecticut
$234K -$14.8K -44 -5%
TAP
2498
TSG Advice Partners
Ohio
$233K -$16.1K -48 -6%
GFG
2499
Goldstone Financial Group
Illinois
$233K -$14.1K -42 -5%
SFP
2500
Sandbox Financial Partners
Maryland
$233K

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.