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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
DAS
751
Dynamic Advisor Solutions
Arizona
$5.16M +$136K +405 +2%
MCB
752
Morton Community Bank
Illinois
$5.15M +$129K +385 +2%
CPCPP
753
Canada Post Corporation Pension Plan
Canada
$5.13M -$858K -2,559 -13%
BFO
754
Boston Family Office
Massachusetts
$5.12M +$1.35M +4,025 +31%
ECM
755
Elgethun Capital Management
South Dakota
$5.1M -$54.7K -163 -1%
SI
756
Stephens Inc
Arkansas
$5.08M -$499K -1,488 -8%
GL
757
GHE LLC
Tennessee
$5.08M -$409K -1,220 -7%
BWM
758
BNC Wealth Management
Oregon
$5.07M +$98.6K +294 +2%
RG
759
Rathbones Group
United Kingdom
$5.06M +$2.45M +7,320 +78%
S
760
SignatureFD
Georgia
$5.06M +$112K +334 +2%
GT
761
Greenleaf Trust
Michigan
$5.05M +$179K +534 +3%
RCA
762
Resonant Capital Advisors
Wisconsin
$5.03M +$40.6K +121 +0.7%
FFA
763
Farther Finance Advisors
California
$5.02M +$372K +1,108 +7%
AWM
764
Apollon Wealth Management
South Carolina
$5.02M -$198K -591 -3%
ZF
765
Zhang Financial
Michigan
$5.01M +$5.56M +16,572 New
CF
766
Canoe Financial
Alberta, Canada
$4.99M -$102M -303,244 -95%
VWM
767
Vertrix Wealth Management
Michigan
$4.98M +$5.52M +16,457 New
WA
768
WP Advisors
California
$4.96M -$28.8K -86 -0.5%
AWM
769
Avior Wealth Management
Nebraska
$4.95M -$12.1K -36 -0.2%
MJP
770
Michael J. Puzo
$4.93M +$459K +1,368 +9%
AIA
771
AssuredPartners Investment Advisors
Florida
$4.92M +$242K +721 +5%
BFA
772
Bill Few Associates
Pennsylvania
$4.91M -$29.8K -89 -0.5%
BAM
773
Brave Asset Management
New Jersey
$4.86M
VFA
774
Valeo Financial Advisors
Indiana
$4.85M -$815K -2,431 -13%
IMC Chicago
775
IMC Chicago
Illinois
$4.82M +$5.34M +15,934 New

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.