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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
EL
2501
EWA LLC
Pennsylvania
$233K +$28.8K +86 +13%
LOPW
2502
Live Oak Private Wealth
North Carolina
$233K
NWM
2503
Nolet Wealth Management
Texas
$232K
WMN
2504
Wealth Management Nebraska
Nebraska
$232K
APWM
2505
Argonautica Private Wealth Management
Massachusetts
$232K +$258K +768 New
FCU
2506
Financial Concepts Unlimited
Maine
$230K +$255K +762 New
IAS
2507
IMA Advisory Services
Colorado
$230K +$335 +1 +0.1%
GWAG
2508
Garrett Wealth Advisory Group
Texas
$230K +$254K +759 New
CWA
2509
Consilium Wealth Advisory
Texas
$229K -$6.71K -20 -3%
MWA
2510
Motive Wealth Advisors
Michigan
$229K +$4.02K +12 +2%
SW
2511
SkyOak Wealth
Michigan
$228K
MWM
2512
Manske Wealth Management
Texas
$228K -$4.69K -14 -2%
LWA
2513
Lineweaver Wealth Advisors
Ohio
$227K -$46.3K -138 -16%
LIA
2514
LBMC Investment Advisors
Tennessee
$227K
PWS
2515
Proactive Wealth Strategies
Georgia
$226K +$250K +747 New
CCWM
2516
Correct Capital Wealth Management
Missouri
$225K +$15.1K +45 +6%
HCP
2517
Hexagon Capital Partners
Arkansas
$225K +$249K +744 New
BWM
2518
BigSur Wealth Management
Florida
$225K -$472K -1,409 -65%
FPW
2519
Fairvoy Private Wealth
Alabama
$225K
CWA
2520
Consilio Wealth Advisors
Washington
$224K -$6.04K -18 -2%
CPWM
2521
Cypress Point Wealth Management
Texas
$224K +$248K +741 New
NF
2522
Nvest Financial
New Hampshire
$224K +$335 +1 +0.1%
EBA
2523
Eagle Bay Advisors
New York
$223K -$35.2K -105 -12%
BPCE
2524
Bank Pictet & Cie (Europe)
Germany
$223K -$116K -347 -32%
AWM
2525
Aviso Wealth Management
Washington
$221K -$579K -1,727 -70%

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.