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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
FLP
2751
Financial Life Planners
Arizona
$39.5K +$43.9K +131 New
MSG
2752
Main Street Group
Virginia
$39.4K +$43.6K +130 New
CH
2753
Canton Hathaway
Rhode Island
$39.3K
MWM
2754
Magnolia Wealth Management
Alabama
$39K +$43.3K +129 New
SVWA
2755
Sarver Vrooman Wealth Advisors
Missouri
$38.1K -$4.69K -14 -10%
NIM
2756
Nexus Investment Management
Ontario, Canada
$37.8K
PP
2757
Paladin Partners
Wisconsin
$37.8K
PWM
2758
Peterson Wealth Management
Nevada
$37.6K +$41.6K +124 New
AF
2759
Abound Financial
California
$37K
IRAG
2760
Investment Research & Advisory Group
Georgia
$36.6K -$16.8K -50 -31%
SC
2761
Solstein Capital
California
$36.6K
ACA
2762
American Capital Advisory
Idaho
$36.2K +$335 +1 +0.8%
WAG
2763
Wilkerson Advisory Group
Missouri
$35.4K +$12.7K +38 +48%
DWM
2764
Dogwood Wealth Management
Kansas
$34.8K +$10.7K +32 +39%
EF
2765
Entrust Financial
Pennsylvania
$33.6K
EA
2766
Evergreen Advisors
Tennessee
$32.9K +$36.5K +109 New
EWM
2767
Evolution Wealth Management
Florida
$32.1K +$13.1K +39 +58%
WA
2768
Whipplewood Advisors
Colorado
$32.1K +$34.2K +102 +2,550%
CWM
2769
Cranbrook Wealth Management
Michigan
$31.8K
SR
2770
Swiss Re
Switzerland
$31.8K
GFL
2771
Granite FO LLC
New Hampshire
$31.5K
AT
2772
Avalon Trust
New Mexico
$30.2K -$46.6K -139 -58%
RJA
2773
Ross\Johnson & Associates
Minnesota
$30.2K
WA
2774
Walsh & Associates
Florida
$30.2K
FFA
2775
Frazier Financial Advisors
Ohio
$30.2K +$13.4K +40 +67%

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.