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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
KI
3026
KTF Investments
California
-$240K -650 Closed
PW
3027
Potentia Wealth
California
-$241K -650 Closed
SIA
3028
Stegner Investment Associates
Kentucky
-$240K -650 Closed
KWA
3029
Kondo Wealth Advisors
California
-$239K -647 Closed
PWM
3030
Partners Wealth Management
California
-$239K -647 Closed
SHFP
3031
Second Half Financial Partners
Florida
-$239K -646 Closed
BFA
3032
Beacon Financial Advisory
Ohio
-$236K -638 Closed
SC
3033
Sepio Capital
Utah
-$236K -637 Closed
CCA
3034
Carrera Capital Advisors
Michigan
-$235K -635 Closed
MFWP
3035
Mosaic Family Wealth Partners
Missouri
-$235K -634 Closed
OC
3036
Oarsman Capital
Wisconsin
-$235K -634 Closed
IWA
3037
IVC Wealth Advisors
Pennsylvania
-$234K -633 Closed
TCMP
3038
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$234K -633 Closed
CCM
3039
Canal Capital Management
Virginia
-$234K -632 Closed
VCM
3040
Vision Capital Management
Oregon
-$233K -631 Closed
SFS
3041
Strategic Financial Services
New York
-$226K -628 Closed
NPA
3042
Nichols & Pratt Advisers
Massachusetts
-$231K -625 Closed
TW
3043
Towerpoint Wealth
California
-$231K -624 Closed
TW
3044
Traveka Wealth
California
-$230K -621 Closed
PFA
3045
Professional Financial Advisors
Nebraska
-$229K -620 Closed
RBC
3046
Romano Brothers & Co
Illinois
-$229K -619 Closed
SFGM
3047
Stonebridge Financial Group (Missouri)
Missouri
-$229K -619 Closed
WF
3048
Wayfinding Financial
Washington
-$228K -619 Closed
CIS
3049
Connors Investor Services
Pennsylvania
-$229K -618 Closed
MCA
3050
Magnolia Capital Advisors
Mississippi
-$229K -618 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.