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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
TWD
2776
True Wealth Design
Ohio
$29.8K +$18.1K +54 +123%
Loomis, Sayles & Company
2777
Loomis, Sayles & Company
Massachusetts
$29.3K -$13.1K -39 -29%
JGCM
2778
Joseph Group Capital Management
Ohio
$29.3K +$9.05K +27 +39%
MAM
2779
Meeder Asset Management
Ohio
$27.2K -$10.4K -31 -26%
YP
2780
YANKCOM Partnership
South Dakota
$26.6K -$40.2K -120 -58%
OA
2781
Operose Advisors
Wisconsin
$26.6K +$19.4K +58 +193%
EFMH
2782
E Fund Management (HK)
Hong Kong
$25.7K +$20.8K +62 +270%
HFS
2783
Horizon Financial Services
North Carolina
$25.4K +$17.4K +52 +163%
MWPCG
2784
Measured Wealth Private Client Group
New Hampshire
$25.1K
AIM
2785
Access Investment Management
Georgia
$24.8K
DFA
2786
DHJJ Financial Advisors
Illinois
$24.8K
HC
2787
Hoese & Co
Minnesota
$24.2K
ECM
2788
Estabrook Capital Management
New York
$23.3K +$2.01K +6 +8%
MWM
2789
Mosley Wealth Management
California
$23.3K +$23.5K +70 New
VWM
2790
Valley Wealth Managers
New Jersey
$23K
GCP
2791
Gill Capital Partners
Colorado
$22.7K +$25.1K +75 New
PIP
2792
Philadelphia Investment Partners
New Jersey
$22.5K +$24.8K +74 New
SIC
2793
SJS Investment Consulting
Ohio
$22.4K -$16.8K -50 -40%
AIC
2794
Archer Investment Corporation
Indiana
$21.9K -$15.8K -47 -39%
SFAM
2795
Sawyer Falduto Asset Management
Illinois
$21.2K
PP
2796
Pacifica Partners
Canada
$20.6K +$22.8K +68 New
LAS
2797
Lloyd Advisory Services
Georgia
$20K -$39.2K -117 -64%
KFG
2798
Kingdom Financial Group
Arizona
$20K +$22.1K +66 New
AP
2799
Aspect Partners
Virginia
$19.7K +$14.4K +43 +195%
T2I
2800
Turim 21 Investimentos
Brazil
$19.1K +$21.1K +63 New

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.