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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
RPSA
3051
Richard P. Slaughter Associates
Texas
-$228K -615 Closed
BAWM
3052
Bennett Associates Wealth Management
Pennsylvania
-$227K -613 Closed
ARG
3053
Advisory Resource Group
Oklahoma
-$226K -610 Closed
CCWP
3054
Cedar Cove Wealth Partners
Minnesota
-$226K -610 Closed
DBIA
3055
Dumont & Blake Investment Advisors
New Jersey
-$226K -610 Closed
KBG
3056
Kahn Brothers Group
New York
-$226K -610 Closed
BPW
3057
BLVD Private Wealth
Kentucky
-$225K -609 Closed
KBFS
3058
Kohmann Bosshard Financial Services
Ohio
-$225K -609 Closed
KWM
3059
KW Wealth Management
California
-$225K -608 Closed
RW
3060
Regimen Wealth
Georgia
-$225K -608 Closed
WDG
3061
Wealth Dimensions Group
Ohio
-$225K -608 Closed
CC
3062
Clearwave Capital
California
-$224K -606 Closed
LFP
3063
Lakeshore Financial Planning
Michigan
-$224K -606 Closed
GWL
3064
Generations Wealth LLC
Ohio
-$223K -604 Closed
BFO
3065
Biltmore Family Office
North Carolina
-$223K -602 Closed
WIM
3066
Warwick Investment Management
Texas
-$222K -601 Closed
WPA
3067
West Paces Advisors
Georgia
-$222K -601 Closed
AMIM
3068
Aull & Monroe Investment Management
Alabama
-$222K -600 Closed
CP
3069
Capital Planning
Washington
-$224K -600 Closed
FTC
3070
Farmers Trust Company
Ohio
-$222K -600 Closed
MCM
3071
Marathon Capital Management
Maryland
-$222K -600 Closed
PFA
3072
Pinnacle Family Advisors
Missouri
-$222K -600 Closed
RCG
3073
Ridge Creek Global
Ohio
-$222K -600 Closed
SCA
3074
STALEY CAPITAL ADVISERS
Pennsylvania
-$222K -600 Closed
MAM
3075
MMA Asset Management
Pennsylvania
-$221K -598 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.