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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
RTL
2826
Red Tortoise LLC
Georgia
$9.68K
HWM
2827
HighMark Wealth Management
Minnesota
$9.62K -$1.34K -4 -11%
CJ
2828
Caitlin John
Michigan
$9.56K +$1.34K +4 +14%
NA
2829
Networth Advisors
Pennsylvania
$9.07K +$10.1K +30 New
TFGT
2830
TS Financial Group (TSFG)
Illinois
$9K
KSB
2831
Kennebec Savings Bank
Maine
$8.77K
HHGA
2832
Halbert Hargrove Global Advisors
California
$8.47K
PG
2833
Proffitt & Goodson
Tennessee
$8.47K
LFA
2834
LGT Financial Advisors
Texas
$8.17K
AF
2835
Aviso Financial
Ontario, Canada
$8.17K
MB
2836
MidFirst Bank
Oklahoma
$7.56K -$92.5K -276 -92%
FUBT
2837
First United Bank & Trust
Maryland
$7.56K
IFS
2838
Intelligent Financial Strategies
Minnesota
$7.56K
MAM
2839
Marquette Asset Management
Minnesota
$7.26K -$31.2K -93 -79%
CM
2840
Caption Management
Oklahoma
$7.26K +$8.05K +24 New
AP
2841
Atwood & Palmer
Missouri
$6.96K
LIA
2842
Luken Investment Analytics
Tennessee
$6.66K -$1.68K -5 -19%
HAP
2843
Harbor Asset Planning
Massachusetts
$6.66K
MSFP
2844
Mark Sheptoff Financial Planning
Connecticut
$6.63K
MAS
2845
MPWM Advisory Solutions
Georgia
$6.35K
DCM
2846
Davis Capital Management
Florida
$6.05K +$671 +2 +11%
IA
2847
IFS Advisors
Kansas
$6.05K
CC
2848
Corsicana & Co
Texas
$5.65K
WA
2849
WestEnd Advisors
North Carolina
$5.45K
MPW
2850
MASECO Private Wealth
$5.16K +$5.7K +17 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.