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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
CRI
3001
Colonial River Investments
Virginia
-$279K -754 Closed
ACM
3002
Aspen Capital Management
Idaho
-$273K -737 Closed
COCM
3003
Charter Oak Capital Management
New Hampshire
-$272K -734 Closed
LA
3004
Latitude Advisors
Florida
-$270K -729 Closed
IWP
3005
Invenio Wealth Partners
Florida
-$266K -720 Closed
SGC
3006
Slocum, Gordon & Co
Rhode Island
-$266K -718 Closed
FFC
3007
Frederick Financial Consultants
Maryland
-$264K -713 Closed
CA
3008
Claris Advisors
Missouri
-$259K -701 Closed
EC
3009
EdgeRock Capital
Colorado
-$258K -698 Closed
TWA
3010
Talisman Wealth Advisors
New Jersey
-$259K -696 Closed
PWM
3011
PMG Wealth Management
Illinois
-$252K -681 Closed
NICM
3012
Neo Ivy Capital Management
New York
-$249K -674 Closed
TCM
3013
TABR Capital Management
California
-$249K -673 Closed
RW
3014
RVW Wealth
California
-$248K -670 Closed
CA
3015
Carson Advisory
Georgia
-$247K -668 Closed
BAS
3016
Breakthru Advisory Services
Wisconsin
-$245K -663 Closed
PAA
3017
Peregrine Asset Advisers
Oregon
-$244K -660 Closed
SPWG
3018
Syntegra Private Wealth Group
Missouri
-$244K -659 Closed
SCA
3019
Sensenig Capital Advisors
Pennsylvania
-$243K -658 Closed
LJHT
3020
Laurie J. Hall Trustee
-$243K -656 Closed
DJYG
3021
David J. Yvars Group
Florida
-$242K -655 Closed
HF
3022
Holcombe Financial
Georgia
-$242K -655 Closed
SAW
3023
Signal Advisors Wealth
Michigan
-$242K -654 Closed
SPP
3024
Single Point Partners
Massachusetts
-$242K -654 Closed
EIA
3025
Eldridge Investment Advisors
New Hampshire
-$241K -652 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.