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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
CCG
976
Ceeto Capital Group
Florida
$2.9M +$168K +500 +5%
PWM
977
Parkshore Wealth Management
California
$2.9M +$7.38K +22 +0.2%
TC
978
TAGStone Capital
North Carolina
$2.9M +$7.04K +21 +0.2%
SIM
979
SWP Investment Management
Ohio
$2.89M +$1.17M +3,500 +58%
QI
980
QV Investors
Alberta, Canada
$2.88M -$70.4K -210 -2%
RCAG
981
Rehmann Capital Advisory Group
Michigan
$2.87M -$29.5K -88 -0.9%
IFWM
982
Institute for Wealth Management
Colorado
$2.85M -$55.3K -165 -2%
NL
983
NVWM LLC
Pennsylvania
$2.84M +$45.9K +137 +1%
TE
984
Tema ETFs
New York
$2.83M +$14.1K +42 +0.5%
TCM
985
Twin Capital Management
Pennsylvania
$2.81M +$29.5K +88 +1%
HCA
986
Harbor Capital Advisors
Illinois
$2.81M -$869K -2,592 -22%
KB
987
Kimelman & Baird
New York
$2.81M +$1.07M +3,204 +53%
UPS
988
UHLMANN PRICE SECURITIES
Illinois
$2.81M +$3.12M +9,296 New
MWM
989
Mindset Wealth Management
Indiana
$2.79M +$60K +179 +2%
SFS
990
Solitude Financial Services
Virginia
$2.79M +$671K +2,000 +31%
PFSC
991
Peoples Financial Services Corp
Pennsylvania
$2.78M -$129K -385 -4%
PCG
992
Prosperity Consulting Group
Maryland
$2.78M +$7.38K +22 +0.2%
A
993
AustralianSuper
Australia
$2.78M -$489K -1,459 -14%
VNT
994
Vanguard National Trust
Pennsylvania
$2.77M +$3.07M +9,152 New
GWMR
995
GC Wealth Management RIA
Massachusetts
$2.77M +$37.9K +113 +1%
TBNY
996
Trustco Bank (New York)
New York
$2.76M +$26.8K +80 +0.9%
LGA
997
Lebenthal Global Advisors
New York
$2.75M +$372K +1,109 +14%
AIM
998
Aigen Investment Management
New York
$2.75M +$2.08M +6,201 +216%
ACL
999
Applied Capital LLC
Florida
$2.74M -$52.3K -156 -2%
MGIA
1000
Moneta Group Investment Advisors
Missouri
$2.74M -$24.1K -72 -0.8%

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.