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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
IWMWV
2726
Ironwood Wealth Management (West Virginia)
West Virginia
$57.2K
C
2727
Covestor
United Kingdom
$57K -$24.8K -74 -28%
KG
2728
Kilter Group
New York
$56.6K -$5.03K -15 -7%
FFO
2729
Fortitude Family Office
Arizona
$55.7K -$179K -534 -74%
DF
2730
Dunhill Financial
United Kingdom
$55.4K -$4.69K -14 -7%
RF
2731
Robinswood Financial
Washington
$55.3K
FMP
2732
Financial Management Professionals
Texas
$53.8K -$2.35K -7 -4%
1NWS
2733
1 North Wealth Services
Maryland
$53.8K +$13.4K +40 +29%
FNWA
2734
Financial Network Wealth Advisors
Utah
$51.8K -$671 -2 -1%
RTC
2735
Riverview Trust Company
Washington
$51.1K
STB
2736
S&T Bank
Pennsylvania
$49.3K +$22.5K +67 +70%
TCM
2737
Tradewinds Capital Management
Washington
$47.8K
1CP
2738
1015 Capital Partners
Pennsylvania
$47.5K
MFP
2739
Meramec Financial Planners
Missouri
$46.9K
SA
2740
Scarborough Advisors
Maryland
$46.7K
TWM
2741
TopTier Wealth Management
Wisconsin
$46.6K +$51.6K +154 New
GA
2742
GoalVest Advisory
New York
$46.3K
KAS
2743
Kemnay Advisory Services
New York
$44.2K -$44.9K -134 -48%
HPWM
2744
High Point Wealth Management
New Jersey
$43.8K
RF
2745
Roxbury Financial
New Jersey
$43.5K
AIA
2746
Aventus Investment Advisors
Florida
$40.5K
BFP
2747
Birchwood Financial Partners
Minnesota
$40.4K
FCG
2748
Financial Connections Group
California
$40K -$10.4K -31 -19%
HFS
2749
Hughes Financial Services
Virginia
$39.8K +$1.68K +5 +4%
TSMHT
2750
Thurston Springer Miller Herd & Titak
Indiana
$39.6K

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.