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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
35.53%
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
AWM
726
AE Wealth Management
Kansas
$5.58M +$741K +2,211 +14%
KCM
727
Kerusso Capital Management
North Carolina
$5.57M -$439K -1,308 -7%
JSW
728
Journey Strategic Wealth
New Jersey
$5.56M +$110K +328 +2%
TA
729
TKG Advisors
Indiana
$5.53M +$51.3K +153 +0.8%
TLP
730
Trinity Legacy Partners
Texas
$5.5M +$187K +557 +3%
MA
731
Montag & Associates
Georgia
$5.46M -$335 -1 -0%
PCI
732
Pacifica Capital Investments
Texas
$5.44M
SAM
733
Sagewood Asset Management
New York
$5.42M -$32.5K -97 -0.5%
SCP
734
Seizert Capital Partners
Michigan
$5.41M -$90.9K -271 -1%
GHAM
735
Gilman Hill Asset Management
Connecticut
$5.4M +$454K +1,353 +8%
CA
736
Callahan Advisors
Texas
$5.39M
IA
737
IFP Advisors
Florida
$5.35M +$2.68M +7,998 +82%
KCM
738
Kanawha Capital Management
Virginia
$5.35M +$290K +865 +5%
FDP
739
Financiere des Professionnels
Quebec, Canada
$5.29M +$5.87M +17,500 New
CI
740
Conning Inc
Connecticut
$5.29M +$906K +2,701 +18%
Kayne Anderson Rudnick Investment Management
741
Kayne Anderson Rudnick Investment Management
California
$5.27M +$3.1M +9,242 +113%
N
742
Numerai
California
$5.26M +$4.94M +14,745 +557%
NA
743
Nordwand Advisors
Pennsylvania
$5.26M +$153K +455 +3%
EIA
744
Emerald Investment Advisers
Pennsylvania
$5.26M +$5.83M +17,375 New
TBA
745
Tower Bridge Advisors
Pennsylvania
$5.25M +$189K +565 +3%
MAS
746
Meeder Advisory Services
Ohio
$5.24M +$243K +726 +4%
GC
747
Guggenheim Capital
Illinois
$5.24M -$1.22M -3,629 -17%
TY
748
Titiun Yejiel
$5.21M +$2.09M +6,231 +57%
NMIMC
749
Northwestern Mutual Investment Management Company
Wisconsin
$5.18M -$10.4K -31 -0.2%
CPC
750
CFC Planning Company
Indiana
$5.18M -$119K -355 -2%

AXP Hedge Fund Activity: Q1 2026 in Review

2,888 of the 8,128 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.