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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
HNW
2676
High Note Wealth
Minnesota
$110K -$6.04K -18 -5%
WT
2677
WHI Trust
Illinois
$108K
GG
2678
Gleason Group
Kentucky
$107K +$335 +1 +0.3%
MCI
2679
MRP Capital Investments
Georgia
$106K -$16.8K -50 -13%
PFO
2680
Pioneer Family Office
Florida
$106K
EP
2681
Elkhorn Partners
Nebraska
$106K +$117K +350 New
SMBT
2682
Southern Michigan Bank & Trust
Michigan
$103K +$114K +341 New
BH
2683
Burk Holdings
Oklahoma
$101K +$112K +333 New
LHEI
2684
Leo H. Evart Inc
California
$96.2K +$107K +318 New
CBT
2685
Crews Bank & Trust
Florida
$94.4K
VWM
2686
Vermillion Wealth Management
Minnesota
$92.8K +$12.7K +38 +14%
DWP
2687
Destiny Wealth Partners
Florida
$92.6K +$103K +306 New
OPTFSNA
2688
Old Point Trust & Financial Services N A
Virginia
$91.3K
APW
2689
Atlantic Private Wealth
North Carolina
$91K -$671 -2 -0.7%
EIP
2690
Essential Investment Partners
Colorado
$90.7K
PF
2691
PlanVest Financial
Maryland
$90.7K +$101K +300 New
PWMG
2692
Private Wealth Management Group
New Jersey
$88.9K +$3.35K +10 +4%
GK
2693
Graney & King
New York
$88.8K
BCM
2694
Boreal Capital Management
Florida
$86.5K -$16.8K -50 -15%
GWSA
2695
Global Wealth Strategies & Associates
Colorado
$86.5K +$2.01K +6 +2%
EPAM
2696
Evelyn Partners Asset Management
$83.2K +$79.5K +237 +624%
GWS
2697
Greykasell Wealth Strategies
California
$81.7K +$31.9K +95 +54%
Q1WB
2698
Quest 10 Wealth Builders
Virginia
$81.1K -$671 -2 -0.7%
WAG
2699
Wiser Advisor Group
Arizona
$80.5K
AWM
2700
Abound Wealth Management
Tennessee
$79K -$5.37K -16 -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.