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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
TSS
2926
Two Sigma Securities
New York
-$3.25M -8,798 Closed
DAL
2927
Delta Accumulation LLC
California
-$3.14M -8,500 Closed
FC
2928
Farringdon Capital
United Kingdom
-$3.08M -8,320 Closed
CCS
2929
Concentric Capital Strategies
Connecticut
-$3.02M -8,172 Closed
EWM
2930
Elite Wealth Management
Washington
-$3.01M -8,130 Closed
IA
2931
IFG Advisory
Georgia
-$2.97M -8,020 Closed
PWM
2932
Pinnacle Wealth Management
California
-$2.95M -7,966 Closed
HA
2933
Huntleigh Advisors
Missouri
-$2.91M -7,879 Closed
AGA
2934
Accuvest Global Advisors
Utah
-$2.85M -7,705 Closed
BCI
2935
Blue Capital Inc
Nebraska
-$2.84M -7,671 Closed
MCM
2936
Marsico Capital Management
Colorado
-$2.83M -7,652 Closed
AWM
2937
Axxcess Wealth Management
California
-$2.61M -7,047 Closed
CAU
2938
Caxton Associates (UK)
-$2.42M -6,551 Closed
BCM
2939
Bluefin Capital Management
New York
-$2.4M -6,500 Closed
ODE
2940
O'Domhnaill Enterprises
Wyoming
-$2.31M -6,236 Closed
JF
2941
Jump Financial
Illinois
-$2.24M -6,056 Closed
ECM
2942
Element Capital Management
New York
-$1.91M -5,165 Closed
BCM
2943
Barden Capital Management
Texas
-$1.73M -4,687 Closed
GT
2944
GreatBanc Trust
Illinois
-$1.45M -3,921 Closed
NAM
2945
Nutshell Asset Management
United Kingdom
-$1.44M -3,900 Closed
SC
2946
Shay Capital
New York
-$1.39M -3,750 Closed
CFM
2947
Catalyst Funds Management
Australia
-$1.2M -3,240 Closed
LC
2948
Lavelle Capital
California
-$1.17M -3,170 Closed
UM
2949
Ulysses Management
New York
-$1.11M -3,000 Closed
CAGAS
2950
Capital Advisory Group Advisory Services
Minnesota
-$982K -2,655 Closed

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.