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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
CC
3076
Cadinha & Co
Hawaii
-$220K -596 Closed
MA
3077
MBA Advisors
Pennsylvania
-$220K -596 Closed
RA
3078
Riversedge Advisors
Delaware
-$220K -596 Closed
CPW
3079
Cogent Private Wealth
Florida
-$219K -593 Closed
RWA
3080
Redhawk Wealth Advisors
Minnesota
-$219K -593 Closed
FAT
3081
First American Trust
California
-$219K -592 Closed
LWM
3082
LJI Wealth Management
Indiana
-$219K -591 Closed
SPW
3083
Signet Private Wealth
Illinois
-$218K -590 Closed
BWM
3084
BlackDiamond Wealth Management
New York
-$212K -589 Closed
CCM
3085
CFO Capital Management
Connecticut
-$218K -589 Closed
FWM
3086
FMB Wealth Management
California
-$218K -589 Closed
FA
3087
Fortis Advisors
Pennsylvania
-$218K -588 Closed
PW
3088
PUREfi Wealth
Massachusetts
-$217K -587 Closed
LWM
3089
Lionshead Wealth Management
New York
-$217K -586 Closed
WWM
3090
Westwood Wealth Management
California
-$217K -586 Closed
PSP
3091
Principal Street Partners
Tennessee
-$217K -585 Closed
HAC
3092
Harbor Advisory Corp
New Hampshire
-$216K -584 Closed
MWP
3093
Meridian Wealth Partners
Pennsylvania
-$216K -584 Closed
CPW
3094
Crestmont Private Wealth
Texas
-$215K -582 Closed
FWM
3095
ForthRight Wealth Management
Georgia
-$215K -582 Closed
PFM
3096
Phillips Financial Management
Indiana
-$215K -581 Closed
CRIG
3097
Charter Research & Investment Group
Connecticut
-$215K -580 Closed
PA
3098
Probity Advisors
Texas
-$215K -580 Closed
DCM
3099
DGS Capital Management
New Jersey
-$214K -578 Closed
ES
3100
Eagle Strategies
New York
-$213K -577 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.