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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
MPPLM
851
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4M +$40.9K +122 +0.9%
TH
852
TCTC Holdings
Texas
$3.97M -$192K -572 -4%
CW
853
CreativeOne Wealth
Kansas
$3.97M -$168K -500 -4%
EFMC
854
Empire Financial Management Company
New York
$3.96M -$653K -1,947 -13%
BCM
855
Buckhead Capital Management
Georgia
$3.95M -$79.1K -236 -2%
SVWAG
856
Sound View Wealth Advisors Group
Georgia
$3.95M -$33.9K -101 -0.8%
SSWM
857
Smith Salley Wealth Management
North Carolina
$3.92M -$335 -1 -0%
OQS
858
Occudo Quantitative Strategies
Florida
$3.89M +$4.04M +12,047 New
FTWA
859
Fifth Third Wealth Advisors
Ohio
$3.88M -$239K -712 -5%
GSB
860
Greenfield Savings Bank
Massachusetts
$3.88M -$9.05K -27 -0.2%
SWA
861
Strata Wealth Advisors
Texas
$3.87M -$14.4K -43 -0.3%
XT
862
XTX Topco
Cayman Islands
$3.86M -$153K -455 -3%
WPC
863
Wedmont Private Capital
Pennsylvania
$3.85M -$41.2K -123 -1%
EWM
864
Evercore Wealth Management
New York
$3.83M -$412K -1,229 -9%
BCM
865
Birmingham Capital Management
Alabama
$3.83M -$210K -625 -5%
HIS
866
Horizon Investment Services
Indiana
$3.8M -$117K -350 -3%
PT
867
Plimoth Trust
Massachusetts
$3.76M +$248K +739 +6%
IAS
868
Investment Advisory Services
Texas
$3.76M -$60.7K -181 -1%
MAM
869
Mirabaud Asset Management
United Kingdom
$3.72M -$3.19M -9,517 -43%
SIG
870
Sargent Investment Group
Maryland
$3.7M +$89.9K +268 +2%
TWC
871
The Woodbridge Company
Ontario, Canada
$3.7M
FFO
872
Fiduciary Family Office
Florida
$3.69M +$1.1M +3,271 +37%
CWI
873
Conscious Wealth Investments
Florida
$3.68M -$12.7K -38 -0.3%
TIAAOA
874
Teachers Insurance & Annuity Association of America
New York
$3.67M -$97.6K -291 -2%
KAM
875
Karani Asset Management
New York
$3.66M +$71.8K +214 +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.