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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
IWS
2851
Intentional Wealth Strategies
Colorado
$5.14K +$5.7K +17 New
RPA
2852
Redwood Park Advisors
California
$4.87K -$671 -2 -11%
BW
2853
Bravera Wealth
North Dakota
$4.84K -$3.02K -9 -36%
QWM
2854
Quaker Wealth Management
New Jersey
$4.54K -$335 -1 -6%
DWS
2855
Dynamic Wealth Strategies
California
$4.54K +$5.03K +15 New
TBFA
2856
Three Bearings Fiduciary Advisors
New Hampshire
$4.24K
BMC
2857
Bear Mountain Capital
Washington
$3.82K +$335 +1 +9%
IPS
2858
Investors Portfolio Services
Washington
$3.65K +$1.34K +4 +50%
BA
2859
Bard Associates
Illinois
$3.63K +$4.02K +12 New
IWP
2860
IAG Wealth Partners
Wisconsin
$3.63K +$4.02K +12 New
PS
2861
PayPay Securities
Japan
$3.58K -$671 -2 -15%
NWM
2862
Nova Wealth Management
Florida
$3.54K -$3.35K -10 -45%
PIS
2863
POM Investment Strategies
North Carolina
$3.33K -$17.8K -53 -83%
CIAS
2864
CBIZ Investment Advisory Services
Ohio
$3.33K -$34.5K -103 -90%
HIA
2865
HFM Investment Advisors
New Jersey
$3.33K -$671 -2 -15%
DI
2866
DAGCO Inc
Ohio
$3.33K
SFS
2867
Sunrise Financial Services
Washington
$3.33K
WAS
2868
Winch Advisory Services
Wisconsin
$3.16K
YAL
2869
Your Advocates Ltd
Texas
$3.1K
TCM
2870
TD Capital Management
Tennessee
$3.04K
JSAM
2871
J. Safra Asset Management
New York
$3.02K
GWM
2872
Gilpin Wealth Management
Colorado
$2.72K
LA
2873
LM Advisors
California
$2.43K -$11.1K -33 -4%
SA
2874
Seneschal Advisors
Washington
$2.12K
NF
2875
Napier Financial
Massachusetts
$2.12K +$2.35K +7 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.