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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
AI
2651
AXS Investments
New York
$138K -$14.8K -44 -9%
FMB
2652
Field & Main Bank
Kentucky
$137K
RFS
2653
Richardson Financial Services
Massachusetts
$134K +$21.5K +64 +17%
FFL
2654
Financial Freedom LLC
Ohio
$133K
SA
2655
Strategic Advocates
Utah
$131K -$1.95M -5,816 -93%
MMCM
2656
Murphy & Mullick Capital Management
New York
$130K +$6.71K +20 +5%
BHWM
2657
Bay Harbor Wealth Management
Maryland
$129K -$3.69K -11 -3%
BHWM
2658
Beaird Harris Wealth Management
Texas
$129K +$2.01K +6 +1%
KFA
2659
Kelleher Financial Advisors
New York
$128K -$2.35K -7 -2%
TLFA
2660
True Link Financial Advisors
California
$128K +$141K +422 New
FC
2661
Fairscale Capital
New Hampshire
$127K
BGAI
2662
Bruce G. Allen Investments
Colorado
$126K -$7.04K -21 -5%
B
2663
Birchbrook
Maine
$124K
JAM
2664
JCIC Asset Management
Ontario, Canada
$124K
GKIM
2665
GW&K Investment Management
Massachusetts
$122K +$3.69K +11 +3%
BIA
2666
Bell Investment Advisors
California
$121K -$7.38K -22 -5%
ACA
2667
Atlas Capital Advisors
Wyoming
$115K +$64K +191 +102%
RF
2668
Rossby Financial
Florida
$113K +$18.4K +55 +17%
AEPWM
2669
Atlantic Edge Private Wealth Management
Florida
$113K
KFP
2670
Kerr Financial Planning
California
$113K +$4.02K +12 +3%
BWM
2671
Bernard Wealth Management
Michigan
$111K
PCFFS
2672
Pacific Center for Financial Services
California
$110K +$11.4K +34 +10%
GCM
2673
Gables Capital Management
Florida
$110K +$8.38K +25 +7%
RS
2674
Rakuten Securities
Japan
$110K +$74.1K +221 +153%
HCM
2675
Hollencrest Capital Management
California
$110K

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.