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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
WETS
776
Wealth Enhancement Trust Services
South Dakota
$4.8M -$550K -1,640 -9%
ECM
777
Everence Capital Management
Indiana
$4.78M
NAM
778
NorthCrest Asset Manangement
Minnesota
$4.77M -$2.01M -5,987 -27%
NDSIB
779
North Dakota State Investment Board
North Dakota
$4.73M -$1.07M -3,194 -17%
BT
780
Banque Transatlantique
France
$4.73M -$3.72M -11,107 -42%
CA
781
CoreCap Advisors
Michigan
$4.67M -$33.5K -100 -0.6%
CPC
782
Cookson Peirce & Co
Pennsylvania
$4.67M -$54.2M -161,533 -91%
BIA
783
Beacon Investment Advisors
Maryland
$4.65M +$2.3M +6,851 +80%
MC
784
Mathes Company
New York
$4.62M +$188K +562 +4%
GWMIA
785
Global Wealth Management Investment Advisory
Florida
$4.61M +$229K +682 +5%
FMWA
786
Forvis Mazars Wealth Advisors
Missouri
$4.6M -$15.1K -45 -0.3%
HCM
787
Hodges Capital Management
Texas
$4.59M -$201K -599 -4%
NRG
788
Nemes Rush Group
Michigan
$4.57M -$27.8K -83 -0.5%
NB
789
NBT Bank
New York
$4.56M -$210K -625 -4%
AC
790
Asio Capital
Kentucky
$4.56M +$1.18M +3,508 +30%
SC
791
SouthState Corp
Florida
$4.55M -$76.8K -229 -1%
IWM
792
IHT Wealth Management
Illinois
$4.54M +$764K +2,280 +18%
HWAM
793
Hennion & Walsh Asset Management
New Jersey
$4.52M -$237K -707 -5%
OAM
794
Oppenheimer Asset Management
New York
$4.51M +$5M +14,909 New
BHCM
795
Brevan Howard Capital Management
Jersey
$4.5M -$761K -2,269 -13%
TCOT
796
Trust Company of Toledo
Ohio
$4.5M +$1.05M +3,123 +27%
ISWM
797
Intesa Sanpaolo Wealth Management
$4.5M -$1.6M -4,767 -24%
MSA
798
MUFG Securities Americas
New York
$4.48M +$115K +344 +2%
CIC
799
Carnegie Investment Counsel
Ohio
$4.48M -$27.5K -82 -0.6%
PNC
800
Park National Corp
Ohio
$4.47M -$521K -1,555 -10%

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.