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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
WCMN
2601
Westchester Capital Management (Nebraska)
Nebraska
$200K
CS
2602
Clear Street
New York
$199K +$221K +659 New
BWL
2603
Bogart Wealth LLC
Virginia
$199K -$3.02K -9 -1%
FSCM
2604
Front Street Capital Management
Montana
$197K
LB
2605
Legacy Bridge
Iowa
$194K -$18.4K -55 -8%
W
2606
WealthCollab
Washington
$193K
WPWM
2607
Western Pacific Wealth Management
Illinois
$192K
MR
2608
Munich Reinsurance
$191K -$43.6K -130 -17%
TFIPS
2609
Towarzystwo Funduszy Inwestycyjnych PZU SA
$188K -$6.71K -20 -3%
ACM
2610
Anfield Capital Management
California
$186K +$198K +592 +2,574%
SFG
2611
Strive Financial Group
Indiana
$183K -$101K -300 -33%
KTC
2612
Kentucky Trust Company
Kentucky
$183K
RIAS
2613
Rachor Investment Advisory Services
Michigan
$183K +$335 +1 +0.2%
1IA
2614
1620 Investment Advisors
Massachusetts
$181K -$2.68K -8 -1%
MS
2615
Monetary Solutions
Ohio
$181K
AFG
2616
Albion Financial Group
Utah
$178K +$161K +481 +445%
AA
2617
Addison Advisors
Vermont
$176K +$8.05K +24 +4%
CFS
2618
CGC Financial Services
Oregon
$176K
AW
2619
Avion Wealth
Texas
$176K +$6.04K +18 +3%
SIS
2620
Strategic Investment Solutions
Illinois
$174K -$45.3K -135 -19%
RFG
2621
REAP Financial Group
Texas
$174K +$2.35K +7 +1%
TCA
2622
Trifecta Capital Advisors
Illinois
$174K
CFD
2623
Creative Financial Designs
Indiana
$171K +$19.1K +57 +11%
AT
2624
Arlington Trust
Alabama
$171K +$10.1K +30 +6%
SEP
2625
Signature Equity Partners
Ohio
$170K +$10.7K +32 +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.