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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
GTAM
1076
Global Trust Asset Management
Florida
$2.29M +$28.8K +86 +1%
WKWM
1077
Walter & Keenan Wealth Management
Indiana
$2.29M -$20.5K -61 -0.8%
KC
1078
Kepler Cheuvreux
$2.29M +$189K +565 +8%
TRCT
1079
Tower Research Capital (TRC)
New York
$2.29M -$7.4M -22,070 -74%
TFP
1080
Tilia Fiduciary Partners
North Carolina
$2.29M +$156K +464 +7%
WR
1081
WD Rutherford
Oregon
$2.28M +$2.53M +7,553 New
CP
1082
CenterBook Partners
Connecticut
$2.28M +$414K +1,234 +20%
FWCM
1083
Ferguson Wellman Capital Management
Oregon
$2.28M -$238K -709 -9%
OE
1084
OFS Enterprise
Nebraska
$2.27M +$2.52M +7,520 New
SC
1085
Sapient Capital
Indiana
$2.26M +$685K +2,043 +38%
BHBT
1086
Burke & Herbert Bank & Trust
Virginia
$2.26M -$78.8K -235 -3%
HCM
1087
Hall Capital Management
Rhode Island
$2.26M +$56.7K +169 +2%
CS
1088
Cannell & Spears
New York
$2.25M +$99.6K +297 +4%
ES
1089
Element Squared
Minnesota
$2.23M +$2.48M +7,388 New
SS
1090
Sunbelt Securities
Texas
$2.22M +$79.5K +237 +3%
CSC
1091
Caldwell Sutter Capital
California
$2.22M
MPWT
1092
MassMutual Private Wealth & Trust
Connecticut
$2.22M -$538K -1,604 -18%
XWM
1093
Xcel Wealth Management
Florida
$2.21M -$188K -561 -7%
AC
1094
Arjuna Capital
North Carolina
$2.21M +$46.6K +139 +2%
DCA
1095
DSG Capital Advisors
Minnesota
$2.21M +$321K +956 +15%
BPC
1096
Banque Pictet & Cie
Switzerland
$2.2M -$625K -1,863 -20%
HIM
1097
Hillsdale Investment Management
Ontario, Canada
$2.2M -$1.58M -4,710 -39%
SAM
1098
Sawgrass Asset Management
Florida
$2.2M -$127K -378 -5%
VC
1099
Veracity Capital
Georgia
$2.19M -$52.3K -156 -2%
TWIM
1100
TIAA Wealth Investment Management
New York
$2.19M +$2.42M +7,225 New

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.