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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
BG
876
BDF Gestion
France
$3.66M
SPC
877
Sigma Planning Corp
Michigan
$3.64M +$476K +1,419 +13%
III
878
Independent Investors Inc
New York
$3.63M
SWM
879
Salvus Wealth Management
New Jersey
$3.62M -$41.9K -125 -1%
BPWM
880
BCS Private Wealth Management
New Jersey
$3.61M +$1.1M +3,292 +38%
CWM
881
Compass Wealth Management
Connecticut
$3.59M -$235K -702 -6%
CAM
882
Columbia Asset Management
Michigan
$3.57M -$21.5K -64 -0.5%
IIL
883
Insight Inv LLC
California
$3.57M -$25.1K -75 -0.6%
WIA
884
World Investment Advisors
California
$3.56M -$23.5K -70 -0.6%
FA
885
Fiduciary Alliance
South Carolina
$3.55M -$830K -2,474 -19%
ONB
886
Old National Bancorp
Indiana
$3.55M -$4.2M -12,516 -52%
KFBMI
887
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.54M +$3.93M +11,713 New
BCAM
888
Boston Common Asset Management
Massachusetts
$3.52M -$44.9K -134 -1%
ILI
889
Invesco LLC (Illinois)
Illinois
$3.51M -$14.8K -44 -0.4%
BCB
890
Brian C. Broderick
$3.5M +$562K +1,677 +17%
SWASL
891
Spartan Wealth Advisory Services LLC
Michigan
$3.49M +$3.87M +11,545 New
GLR
892
Great Lakes Retirement
Ohio
$3.49M -$89.9K -268 -2%
Aristotle Capital Management
893
Aristotle Capital Management
California
$3.49M
DWP
894
Daymark Wealth Partners
Ohio
$3.49M +$92.5K +276 +2%
GCP
895
GSA Capital Partners
United Kingdom
$3.48M +$3.58M +10,667 +1,281%
CI
896
Capital International
California
$3.47M +$392K +1,170 +11%
GPFA
897
Game Plan Financial Advisors
Ohio
$3.44M -$3.35K -10 -0.1%
BA
898
Birinyi Associates
Connecticut
$3.44M +$1.38M +4,110 +57%
GSEP
899
Golden State Equity Partners
California
$3.43M +$2.67M +7,957 +235%
RCM
900
RB Capital Management
Nevada
$3.43M +$216K +644 +6%

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.