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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
SAI
1051
Savvy Advisors Inc
New York
$2.46M +$245K +731 +10%
HCMG
1052
Howard Capital Management Group
California
$2.46M -$33.5K -100 -1%
BFA
1053
Buttonwood Financial Advisors
Maryland
$2.45M -$112K -333 -4%
PIM
1054
Penobscot Investment Management
Massachusetts
$2.45M
SIAG
1055
Signet Investment Advisory Group
Rhode Island
$2.45M -$15.1K -45 -0.6%
BONH
1056
Bank of New Hampshire
New Hampshire
$2.44M -$233K -695 -8%
MG
1057
Mather Group
Illinois
$2.43M -$74.4K -222 -3%
WIC
1058
Wilkins Investment Counsel
Massachusetts
$2.42M +$60.4K +180 +2%
BOS
1059
Bank of Stockton
California
$2.4M -$90.2K -269 -3%
VWM
1060
Vivid Wealth Management
Iowa
$2.39M +$6.71K +20 +0.3%
RIL
1061
Rothschild Investment LLC
Illinois
$2.38M +$35.9K +107 +1%
DA
1062
Dover Advisors
Virginia
$2.38M -$36.9K -110 -1%
HNB
1063
Hilltop National Bank
Wyoming
$2.38M -$16.1K -48 -0.6%
BAM
1064
Belpointe Asset Management
Nevada
$2.38M +$1.69M +5,029 +178%
HIC
1065
Holderness Investments Company
North Carolina
$2.37M -$48.3K -144 -2%
FSA
1066
Financial Security Advisor
Virginia
$2.36M -$165K -492 -6%
MCM
1067
Mengis Capital Management
Oregon
$2.36M
MA
1068
Mutual Advisors
Nebraska
$2.34M +$6.04K +18 +0.2%
CPIG
1069
Chicago Partners Investment Group
Illinois
$2.34M +$55.7K +166 +2%
Jennison Associates
1070
Jennison Associates
New York
$2.33M -$1.71M -5,103 -40%
CWS
1071
Confluence Wealth Services
Pennsylvania
$2.33M +$168K +500 +7%
BTD
1072
BankPlus Trust Department
Mississippi
$2.31M +$1.07M +3,200 +72%
JWM
1073
Jackson Wealth Management
Florida
$2.31M +$41.9K +125 +2%
NAM
1074
NTV Asset Management
West Virginia
$2.31M -$344K -1,027 -12%
MNBTD
1075
Moody National Bank Trust Division
Texas
$2.3M -$22.5K -67 -0.9%

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.