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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
AGA
2526
Arch Global Advisors
New York
$221K +$245K +732 New
WI
2527
Wedgewood Investors
Pennsylvania
$221K -$6.37K -19 -3%
CWWM
2528
Clear Wave Wealth Management
New Jersey
$221K +$245K +730 New
LWM
2529
LeConte Wealth Management
Tennessee
$220K -$1.68K -5 -0.7%
DWM
2530
DecisionMap Wealth Management
Virginia
$220K -$16.4K -49 -6%
JC
2531
JB Capital
Connecticut
$219K -$57K -170 -19%
CFA
2532
Collaborative Fund Advisors
Nevada
$219K +$243K +724 New
AM
2533
Atwater Malick
Pennsylvania
$219K
FCM
2534
Fogel Capital Management
Florida
$218K +$16.4K +49 +7%
RAM
2535
Readystate Asset Management
Illinois
$218K +$242K +721 New
PHWM
2536
Pine Harbor Wealth Management
Maryland
$218K
KWMG
2537
King Wealth Management Group
Florida
$217K -$29.8K -89 -11%
WDL
2538
Well Done LLC
Michigan
$217K -$21.8K -65 -8%
SMA
2539
Sage Mountain Advisors
Georgia
$217K -$1.75M -5,211 -88%
SWM
2540
SHP Wealth Management
Massachusetts
$217K +$13.7K +41 +6%
PC
2541
Purewater Capital
Texas
$217K +$240K +716 New
MCA
2542
MSH Capital Advisors
Arizona
$217K +$51K +152 +27%
SWA
2543
Strategies Wealth Advisors
Michigan
$217K -$34.5K -103 -13%
FCCM
2544
First City Capital Management
Georgia
$216K -$8.38K -25 -3%
MMM
2545
Mendel Money Management
Illinois
$216K -$5.37K -16 -2%
RIP
2546
RAM Investment Partners
Washington
$216K +$116K +345 +93%
AF
2547
Advisornet Financial
Minnesota
$216K -$4.69K -14 -2%
AIS
2548
AM Investment Strategies
Tennessee
$216K
T
2549
Tidemark
California
$216K +$335 +1 +0.1%
PWMG
2550
Prestige Wealth Management Group
New Jersey
$216K -$336K -1,002 -58%

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.