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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
BCM
926
Banyan Capital Management
Georgia
$3.24M -$520K -1,551 -13%
PFBT
927
Parkside Financial Bank & Trust
Missouri
$3.23M -$3.35K -10 -0.1%
AFG
928
Atomi Financial Group
New York
$3.23M +$279K +832 +8%
BSA
929
Bull Street Advisors
Georgia
$3.23M -$52K -155 -1%
CIG
930
Cullen Investment Group
Louisiana
$3.23M +$1.01K +3 +0%
IFG
931
Independent Financial Group
California
$3.22M -$317K -946 -8%
AWM
932
Arista Wealth Management
Nevada
$3.21M -$15.8K -47 -0.4%
CNC
933
Canandaigua National Corp
New York
$3.21M +$3.56M +10,625 New
PCS
934
Personal CFO Solutions
New Jersey
$3.21M +$594K +1,772 +20%
RBWA
935
RFG - Bristol Wealth Advisors
Massachusetts
$3.2M -$18.4K -55 -0.5%
GSC
936
G&S Capital
Colorado
$3.2M -$82.8K -247 -2%
IAS
937
Insigneo Advisory Services
Florida
$3.19M +$270K +804 +8%
MMPW
938
Mitchell McLeod Pugh & Williams
Alabama
$3.19M +$53.6K +160 +2%
LFAS
939
Level Four Advisory Services
Texas
$3.19M -$450K -1,343 -11%
WB
940
Webster Bank
Connecticut
$3.19M -$6.04K -18 -0.2%
PDM
941
Penn Davis McFarland
Texas
$3.19M -$10.1K -30 -0.3%
KIA
942
KCM Investment Advisors
California
$3.17M +$30.5K +91 +0.9%
ST
943
Smithfield Trust
Pennsylvania
$3.17M -$4.69K -14 -0.1%
ATPW
944
Ashton Thomas Private Wealth
Arizona
$3.16M -$588K -1,754 -14%
USCWA
945
U.S. Capital Wealth Advisors
Texas
$3.16M +$260K +774 +8%
COI
946
Connable Office Inc
Michigan
$3.15M +$2.35K +7 +0.1%
TBT
947
Texas Bank & Trust
Texas
$3.1M -$158K -470 -4%
AA
948
Argent Advisors
Louisiana
$3.08M +$17.8K +53 +0.5%
Empower Advisory Group
949
Empower Advisory Group
Colorado
$3.07M -$458K -1,365 -12%
CPSC
950
Carl P. Sherr & Co
Massachusetts
$3.06M -$34.5K -103 -1%

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.