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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
PH
951
Pinnacle Holdings
Oklahoma
$3.04M +$436K +1,300 +15%
ISL
952
Ingalls & Snyder LLC
New York
$3.03M
OPCM
953
Osborne Partners Capital Management
California
$3.03M
SAM
954
Smartleaf Asset Management
Massachusetts
$3.03M -$38.2K -114 -1%
DWM
955
Dynasty Wealth Management
Florida
$3.03M -$199K -594 -6%
CCP
956
Cunning Capital Partners
North Carolina
$3.03M
WWM
957
Wolff Wiese Magana
California
$3.02M +$29.2K +87 +0.9%
VST
958
Van Strum & Towne
California
$3.02M
GIO
959
Galilei Investment Office
United Kingdom
$3.02M
UHC
960
Union Heritage Capital
Michigan
$3.02M
ACIM
961
Azimuth Capital Investment Management
Michigan
$3.01M +$108K +323 +3%
KC
962
Knuff & Co
California
$3.01M
FB
963
Fulton Bank
Pennsylvania
$2.99M +$372K +1,110 +13%
DAM
964
Doheny Asset Management
California
$2.98M
PFA
965
Peak Financial Advisors
Colorado
$2.98M +$107K +319 +3%
MC
966
Moors & Cabot
Massachusetts
$2.97M +$6.04K +18 +0.2%
NED
967
Nancy E. Dempze
$2.96M +$596K +1,778 +22%
SC
968
Sawyer & Company
Massachusetts
$2.96M -$50.6K -151 -2%
PI
969
Pettee Investors
Connecticut
$2.95M
BFIM
970
Beese Fulmer Investment Management
Ohio
$2.94M -$1.39M -4,159 -30%
CP
971
Cornerstone Planning
North Carolina
$2.94M -$301K -899 -8%
WWM
972
Western Wealth Management
Colorado
$2.94M +$432K +1,287 +15%
TPCW
973
TD Private Client Wealth
New York
$2.94M -$1.08M -3,236 -25%
PWP
974
Private Wealth Partners
California
$2.93M +$360K +1,073 +12%
HI
975
Harbour Investments
Wisconsin
$2.91M +$1.21M +3,600 +60%

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.