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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
GEA
2701
Glen Eagle Advisors
New Jersey
$77.3K +$335 +1 +0.4%
FCMT
2702
Founders Capital Management (Texas)
Texas
$75.6K
TC
2703
Tacita Capital
Ontario, Canada
$75.6K
MCA
2704
McGuire Capital Advisors
Oklahoma
$73.1K -$2.01K -6 -2%
FA
2705
Fountainhead AM
New Jersey
$72.5K +$5.03K +15 +7%
FP
2706
Financial Perspectives
Minnesota
$70.1K
WCM
2707
Winthrop Capital Management
Indiana
$70K
JFA
2708
JNBA Financial Advisors
Minnesota
$69.9K
HHCP
2709
Hilton Head Capital Partners
South Carolina
$68.4K
FPF
2710
First Pacific Financial
Washington
$67.9K +$5.37K +16 +8%
RA
2711
Rational Advisors
New York
$67.8K -$2.01M -5,980 -96%
S
2712
Sachetta
Massachusetts
$66.7K -$5.03K -15 -6%
FG
2713
Fairman Group
Pennsylvania
$66.5K
OAJ
2714
Ogorek Anthony Joseph
New York
$64K
PP
2715
PFS Partners
New Jersey
$63.9K
WA
2716
WPG Advisers
Maryland
$63.5K -$671 -2 -0.9%
JGIA
2717
Jackson Grant Investment Advisers
Connecticut
$61.4K
CWIG
2718
Chung Wu Investment Group
Texas
$60.8K +$16.8K +50 +33%
CCC
2719
Chelsea Counsel Company
California
$60.5K
NRWA
2720
North Ridge Wealth Advisors
Oregon
$60.5K
SA
2721
SRH Advisors
Kansas
$60.5K
PB
2722
Pinnacle Bancorp
Nebraska
$60.2K
RWM
2723
Rialto Wealth Management
New York
$60.2K +$7.71K +23 +13%
NWMP
2724
Noble Wealth Management PBC
Colorado
$57.6K
WOSD
2725
WFA of San Diego
California
$57.5K -$671 -2 -1%

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.