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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
35.54%
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
TL
2976
Tradewinds LLC
North Carolina
-$388K -1,048 Closed
BWM
2977
BCS Wealth Management
Tennessee
-$384K -1,038 Closed
TPA
2978
Trivium Point Advisory
Connecticut
-$375K -1,013 Closed
SPWM
2979
Spartan Planning & Wealth Management
North Carolina
-$358K -967 Closed
SQA
2980
Simon Quick Advisors
New Jersey
-$354K -956 Closed
BC
2981
Burney Company
Virginia
-$346K -934 Closed
CNTOF
2982
Canandaigua National Trust of Florida
New York
-$345K -932 Closed
CST
2983
Charles Schwab Trust
Nevada
-$341K -923 Closed
PWM
2984
Palacios Wealth Management
Florida
-$329K -888 Closed
ACM
2985
Avalon Capital Management
California
-$326K -882 Closed
MIC
2986
Meridian Investment Counsel
California
-$316K -854 Closed
RWM
2987
RKL Wealth Management
Pennsylvania
-$315K -850 Closed
DWM
2988
Daner Wealth Management
Georgia
-$308K -848 Closed
KLCM
2989
KG&L Capital Management
Louisiana
-$308K -833 Closed
KIM
2990
Kestra Investment Management
Texas
-$306K -828 Closed
QWM
2991
QP Wealth Management
New Jersey
-$304K -821 Closed
FCM
2992
Fieldview Capital Management
Michigan
-$300K -810 Closed
ACA
2993
Affinity Capital Advisors
California
-$299K -808 Closed
WAM
2994
Wallington Asset Management
Indiana
-$297K -803 Closed
CIAM
2995
Caitong International Asset Management
Hong Kong
-$297K -802 Closed
MCP
2996
Mirador Capital Partners
California
-$297K -802 Closed
SW
2997
SlateStone Wealth
Florida
-$296K -800 Closed
Betterment LLC
2998
Betterment LLC
New York
-$293K -793 Closed
GCP
2999
Guardian Capital (Pennsylvania)
Pennsylvania
-$290K -785 Closed
DF
3000
Donoghue Forlines
Massachusetts
-$285K -771 Closed

AXP Hedge Fund Activity: Q1 2026 in Review

2,888 of the 8,127 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.