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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
AF
2801
Align Financial
Minnesota
$18.1K -$7.42M -22,137 -100%
CFM
2802
Cornerstone Financial Management
Massachusetts
$18.1K -$1.01K -3 -5%
CMA
2803
Cedar Mountain Advisors
Oregon
$18.1K +$13.7K +41 +216%
GFA
2804
Godfrey Financial Associates
New York
$17.5K +$1.34K +4 +7%
RL
2805
Rogco LP
Oklahoma
$16.9K
EPIMS
2806
Evelyn Partners Investment Management Services
$16.6K
EP
2807
Essential Partners
California
$16.3K +$6.37K +19 +54%
PSFG
2808
Park Square Financial Group
Georgia
$16.3K -$37.6K -112 -67%
MWA
2809
Merkkuri Wealth Advisors
New York
$15.7K +$17.4K +52 New
SC
2810
Swan Capital
Florida
$15.6K
BFS
2811
Bare Financial Services
Pennsylvania
$15.4K +$1.34K +4 +9%
GCM
2812
Gunpowder Capital Management
Maryland
$15.1K -$1.34K -4 -7%
ETS
2813
ESL Trust Services
New York
$15.1K
TAR
2814
Trask Adam Roland
$15.1K +$16.8K +50 New
DPW
2815
DiNuzzo Private Wealth
Pennsylvania
$14.8K -$671 -2 -4%
KCM
2816
Key Capital Management
Tennessee
$13.6K +$3.69K +11 +32%
CWA
2817
Carolina Wealth Advisors
South Carolina
$13.3K -$1.34K -4 -8%
HCM
2818
Horrell Capital Management
Arkansas
$13.3K
SHIM
2819
Stone House Investment Management
Pennsylvania
$13.1K -$1.01K -3 -7%
VWA
2820
Valued Wealth Advisors
Utah
$12.8K -$4.36K -13 -24%
EWP
2821
Elevation Wealth Partners
California
$12.4K -$335 -1 -2%
MNA
2822
Manning & Napier Advisors
New York
$12.2K +$3.69K +11 +37%
TM
2823
Torren Management
California
$11.5K -$16.1K -48 -56%
IW
2824
Imprint Wealth
South Carolina
$10.6K -$8.72K -26 -43%
GIM
2825
Gold Investment Management
Alberta, Canada
$9.98K

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.