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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
SFS
2576
Stiles Financial Services
Minnesota
$210K +$335 +1 +0.1%
MAG
2577
M3 Advisory Group
Massachusetts
$210K -$3.69K -11 -2%
EAN
2578
Excelsior Advisor Network
Colorado
$210K -$9.39K -28 -4%
CIA
2579
Cape Investment Advisory
Georgia
$209K +$26.8K +80 +13%
FC
2580
Fusion Capital
South Carolina
$209K +$11.1K +33 +5%
WCM
2581
Warburton Capital Management
Oklahoma
$209K +$3.02K +9 +1%
PVAMC
2582
PPS&V Asset Management Consultants
Michigan
$208K
FMTCOCP
2583
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$208K
GJWM
2584
Gilliland Jeter Wealth Management
Arkansas
$208K +$18.1K +54 +9%
WHC
2585
Wulff, Hansen & Co
California
$208K
NWA
2586
New World Advisors
Massachusetts
$208K -$1.68K -5 -0.7%
EWM
2587
Elmwood Wealth Management
California
$207K -$45.3K -135 -16%
GHA
2588
Good Harbor Advisors
Massachusetts
$207K
PGA
2589
Portland Global Advisors
Maine
$206K
ST
2590
Somerset Trust
Pennsylvania
$206K
DCM
2591
Donaldson Capital Management
Indiana
$206K +$4.02K +12 +2%
AWP
2592
Avid Wealth Partners
Texas
$205K +$30.2K +90 +15%
AT
2593
American Trust
Kentucky
$204K +$226K +675 New
CGFA
2594
Colton Groome Financial Advisors
North Carolina
$204K -$3.69K -11 -2%
FFC
2595
First Financial Corp
Indiana
$203K -$23.1K -69 -9%
BWP
2596
Baldwin Wealth Partners
Massachusetts
$203K +$225K +672 New
CWG
2597
Crown Wealth Group
North Carolina
$202K +$11.1K +33 +5%
NWWA
2598
New Wave Wealth Advisors
Arkansas
$202K +$224K +668 New
GHA
2599
GW Henssler & Associates
Georgia
$202K +$3.35K +10 +2%
TCM
2600
Traynor Capital Management
Pennsylvania
$201K +$1.34K +4 +0.6%

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.