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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
GWP
1101
Gen-Wealth Partners
Michigan
$2.18M +$316K +941 +15%
BB
1102
Berkshire Bank
Massachusetts
$2.17M +$246K +734 +11%
SSCA
1103
South Shore Capital Advisors
Massachusetts
$2.16M -$124K -370 -5%
HDA
1104
Harold Davidson & Associates
California
$2.15M -$32.2K -96 -1%
BCM
1105
Boltwood Capital Management
California
$2.15M -$11.7K -35 -0.5%
IP
1106
Intellectus Partners
California
$2.13M +$31.2K +93 +1%
O
1107
Ossiam
France
$2.12M +$671 +2 +0%
PCMNC
1108
Piedmont Capital Management (North Carolina)
North Carolina
$2.12M -$1.34K -4 -0.1%
AF
1109
Ally Financial
Michigan
$2.12M +$2.35M +7,000 New
WMWM
1110
Whitaker-Myers Wealth Managers
Ohio
$2.12M +$2.35M +7,000 New
GBT
1111
Grove Bank & Trust
Florida
$2.11M +$299K +893 +15%
NAG
1112
Northstar Advisory Group
New Jersey
$2.09M +$528K +1,574 +29%
WIM
1113
WealthPlan Investment Management
Nebraska
$2.09M +$1.05M +3,119 +83%
ML
1114
McAdam LLC
Pennsylvania
$2.08M +$21.8K +65 +1%
BIM
1115
Baldwin Investment Management
Pennsylvania
$2.08M
KF
1116
Krilogy Financial
Missouri
$2.06M -$32.9K -98 -2%
FHA
1117
Flagship Harbor Advisors
Massachusetts
$2.06M -$164K -488 -7%
FPCP
1118
Fort Point Capital Partners
California
$2.05M +$45.3K +135 +2%
BFG
1119
Beacon Financial Group
Texas
$2.05M +$35.5K +106 +2%
RMAM
1120
Raab & Moskowitz Asset Management
New Jersey
$2.05M -$7.71K -23 -0.3%
IWA
1121
Icon Wealth Advisors
Texas
$2.05M -$579K -1,727 -21%
MWM
1122
Meridian Wealth Management
Kentucky
$2.04M +$110K +327 +5%
CRC
1123
Curi RMB Capital
Illinois
$2.03M +$148K +441 +7%
BHPW
1124
Beverly Hills Private Wealth
California
$2.03M -$127K -379 -5%
ECML
1125
Eagle Capital Management (Louisiana)
Louisiana
$2.02M -$2.35K -7 -0.1%

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.