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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
BFA
826
Brendel Financial Advisors
New Hampshire
$4.22M
CLIP
827
Colter Lewis Investment Partners
Connecticut
$4.22M -$3.36M -10,015 -42%
JIC
828
Joel Isaacson & Co
New York
$4.22M +$18.8K +56 +0.4%
CC
829
Chicago Capital
Illinois
$4.21M +$67.7K +202 +1%
JAG
830
Journey Advisory Group
Kentucky
$4.19M -$169K -503 -4%
CTA
831
Clear Trail Advisors
Texas
$4.19M +$108K +323 +2%
FMTC
832
Farmers & Merchants Trust Company
California
$4.18M -$761K -2,270 -14%
WC
833
Wynn Capital
Georgia
$4.18M -$53K -158 -1%
NP
834
NorthRock Partners
Minnesota
$4.17M -$205K -612 -4%
SFS
835
Sowell Financial Services
Arkansas
$4.17M +$601K +1,791 +15%
PA
836
Parallel Advisors
California
$4.17M +$70.1K +209 +2%
SWK
837
Stephen W. Kidder
$4.15M +$876K +2,612 +23%
EI
838
EFG International
$4.15M -$2.08M -6,207 -31%
PMWMG
839
Parr McKnight Wealth Management Group
Minnesota
$4.15M +$41.6K +124 +0.9%
CC
840
Constitution Capital
Connecticut
$4.14M +$134K +400 +3%
SFGP
841
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.13M +$4.2M +12,521 +1,120%
SSW
842
Stone Summit Wealth
Florida
$4.12M -$207K -616 -4%
LFIA
843
Legacy Financial Independent Advisors
Kentucky
$4.12M +$4.57M +13,624 New
RA
844
RFG Advisory
Alabama
$4.12M +$175K +523 +4%
GD
845
Grandfield & Dodd
New York
$4.05M +$33.5K +100 +0.8%
HTC
846
Haverford Trust Company
Pennsylvania
$4.05M -$204K -608 -4%
WSFS
847
Wilmington Savings Fund Society
Delaware
$4.04M -$79.1K -236 -2%
CAG
848
Crestwood Advisors Group
Massachusetts
$4.02M -$332K -990 -7%
GIM
849
Goelzer Investment Management
Indiana
$4M -$119K -355 -3%
CPBTD
850
Central Pacific Bank - Trust Division
Hawaii
$4M -$22.1K -66 -0.5%

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.