We are live on ! Find out more
AXP icon

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
CWP
3151
Concord Wealth Partners
Virginia
-$68.1K -184 Closed
GWM
3152
Greenline Wealth Management
Florida
-$65.6K -177 Closed
NI
3153
NCP Inc
California
-$63.6K -172 Closed
MW
3154
Merited Wealth
Florida
-$62.9K -170 Closed
VWWMG
3155
Vermillion & White Wealth Management Group
Pennsylvania
-$57K -153 Closed
IIM
3156
IFC & Insurance Marketing
California
-$47K -128 Closed
HHMI
3157
Howard Hughes Medical Institute
Maryland
-$42.9K -116 Closed
NL
3158
Navalign LLC
California
-$19.3K -52 Closed
WWA
3159
Wealth Watch Advisors
Colorado
-$15.5K -42 Closed
FW
3160
Fairway Wealth
Ohio
-$13.7K -37 Closed
BGA
3161
Battery Global Advisors
Massachusetts
-$12.2K -33 Closed
MA
3162
Modus Advisors
Minnesota
-$11.8K -32 Closed
DWA
3163
Delos Wealth Advisors
Texas
-$11.1K -30 Closed
EWA
3164
EQ Wealth Advisors
Texas
-$10.6K -29 Closed
WW
3165
Winnow Wealth
Texas
-$10.7K -29 Closed
TPBG
3166
Turning Point Benefit Group
Maryland
-$8.51K -23 Closed
BGWM
3167
Bridge Generations Wealth Management
Florida
-$1.48K -4 Closed
CNBT
3168
Cornerstone National Bank & Trust
Illinois
-$1.11K -3 Closed
DWM
3169
Darwin Wealth Management
Florida
-$1.11K -3 Closed
SRCM
3170
Signature Resources Capital Management
California
-$1.11K -3 Closed
CWP
3171
Clark Wealth Partners
Illinois
-$370 -1 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.