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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
FC
3101
FCA Corp
Texas
-$213K -577 Closed
HP
3102
Holistic Planning
Texas
-$213K -577 Closed
PWM
3103
Paulson Wealth Management
Illinois
-$213K -575 Closed
SIP
3104
Snowwater Investment Partners
Connecticut
-$213K -575 Closed
TP
3105
Tranquility Partners
Tennessee
-$213K -575 Closed
AGC
3106
Aspen Grove Capital
Colorado
-$212K -574 Closed
HCM
3107
Hutchinson Capital Management
California
-$212K -574 Closed
LRIC
3108
Long Road Investment Counsel
Michigan
-$212K -573 Closed
MA
3109
Mezzasalma Advisors
New Jersey
-$213K -572 Closed
LGG
3110
Luts & Greenleigh Group
Maryland
-$211K -571 Closed
AC
3111
AWM Capital
Arizona
-$211K -570 Closed
MSRI
3112
Michael S. Ryan Inc
New York
-$211K -570 Closed
OAM
3113
Occidental Asset Management
California
-$211K -570 Closed
SWTS
3114
Stonehaven Wealth & Tax Solutions
Wisconsin
-$210K -567 Closed
WW
3115
Wright Wealth
Georgia
-$210K -567 Closed
CPA
3116
Capital Planning Advisors
California
-$209K -565 Closed
CFC
3117
Coyle Financial Counsel
Illinois
-$209K -565 Closed
WFA
3118
WestHill Financial Advisors
California
-$209K -565 Closed
KFS
3119
Kelly Financial Services
Massachusetts
-$209K -564 Closed
WPP
3120
Whalerock Point Partners
Rhode Island
-$209K -564 Closed
IF
3121
Intrua Financial
Texas
-$207K -559 Closed
CWM
3122
Cherrydale Wealth Management
New Jersey
-$206K -557 Closed
CTI
3123
Community Trust & Investment
Kentucky
-$206K -557 Closed
TAM
3124
TCP Asset Management
Ohio
-$206K -557 Closed
WSWA
3125
Warren Street Wealth Advisors
California
-$206K -557 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.