We are live on ! Find out more
AXP icon

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
CAS
2551
Coppell Advisory Solutions
Texas
$215K +$51.6K +154 +27%
TPWA
2552
Twin Peaks Wealth Advisors
California
$215K +$8.38K +25 +4%
ORAM
2553
One River Asset Management
Connecticut
$215K +$227K +676 +1,988%
CM
2554
Capula Management
Cayman Islands
$215K +$238K +710 New
CCFM
2555
Clear Creek Financial Management
Washington
$214K +$1.68K +5 +0.7%
SPF
2556
South Plains Financial
Texas
$214K
TAM
2557
Titleist Asset Management
Texas
$214K +$21.5K +64 +10%
HA
2558
Hofer & Associates
California
$214K +$4.36K +13 +2%
AFA
2559
American Financial Advisors
Georgia
$214K +$335 +1 +0.1%
CCM
2560
Chickasaw Capital Management
Tennessee
$213K +$3.69K +11 +2%
MWM
2561
Maridea Wealth Management
New York
$212K -$392K -1,169 -62%
VAF
2562
Values Added Financial
District of Columbia
$212K -$15.4K -46 -6%
SL
2563
Salomon & Ludwin
Virginia
$212K +$32.2K +96 +16%
BCA
2564
Bay Colony Advisors
Massachusetts
$212K -$9.39K -28 -4%
RFW
2565
Rainier Family Wealth
Washington
$212K +$235K +701 New
ABLA
2566
Alan B. Lancz & Associates
Ohio
$212K -$50.3K -150 -18%
PFG
2567
Pinnacle Financial Group
Illinois
$212K -$1.34K -4 -0.6%
BMCM
2568
Burns Matteson Capital Management
New York
$212K
JIG
2569
Junk Investment Group
Maryland
$212K +$234K +699 New
PCM
2570
Pointe Capital Management
Michigan
$211K
CVA
2571
Central Valley Advisors
California
$211K +$32.5K +97 +16%
GCA
2572
Gradient Capital Advisors
California
$211K
OWA
2573
Octavia Wealth Advisors
Ohio
$211K -$335 -1 -0.1%
SFG
2574
SevenBridge Financial Group
Pennsylvania
$210K -$53.3K -159 -20%
RIS
2575
Retirement Income Solutions
Michigan
$210K

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.