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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
MAM
3126
Madison Asset Management
Wisconsin
-$206K -556 Closed
ACP
3127
Argyle Capital Partners
California
-$206K -555 Closed
CCP
3128
Carmel Capital Partners
California
-$205K -553 Closed
SHA
3129
Seneca House Advisors
Virginia
-$204K -552 Closed
HIM
3130
Harbour Investment Management
Washington
-$203K -550 Closed
HWMC
3131
Heritage Wealth Management (California)
California
-$203K -550 Closed
OCPWS
3132
One Charles Private Wealth Services
Massachusetts
-$203K -550 Closed
WMWM
3133
Wilkins Miller Wealth Management
Alabama
-$204K -550 Closed
AGC
3134
August Group Capital
-$202K -548 Closed
CA
3135
COFG Advisors
Illinois
-$203K -548 Closed
KFG
3136
Kelly Financial Group
Connecticut
-$202K -547 Closed
TWM
3137
Topsail Wealth Management
North Carolina
-$202K -546 Closed
ACC
3138
Acorn Creek Capital
Colorado
-$201K -544 Closed
BOSSRA
3139
B.O.S.S. Retirement Advisors
Utah
-$201K -543 Closed
CAP
3140
Cordoba Advisory Partners
New York
-$201K -543 Closed
TWP
3141
Tempus Wealth Planning
California
-$201K -543 Closed
VI
3142
Versor Investments
New York
-$201K -542 Closed
WLPWM
3143
Walled Lake Planning & Wealth Management
Illinois
-$200K -541 Closed
JWM
3144
Jessup Wealth Management
Ohio
-$164K -443 Closed
BDPWM
3145
Barnes Dennig Private Wealth Management
Ohio
-$143K -387 Closed
BC
3146
Bayforest Capital
United Kingdom
-$115K -311 Closed
FF
3147
Friedenthal Financial
New Jersey
-$97.7K -264 Closed
QA
3148
Quattro Advisors
Pennsylvania
-$92.9K -251 Closed
CRI
3149
Commonwealth Retirement Investments
Virginia
-$87.3K -236 Closed
GAFA
3150
Garton & Associates Financial Advisors
Kentucky
-$75.6K -204 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.