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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
C
1126
Certuity
Florida
$2.01M -$31.5K -94 -1%
EWA
1127
EverSource Wealth Advisors
Alabama
$2.01M +$240K +715 +12%
NPT
1128
Nixon Peabody Trust
Massachusetts
$2M
QI
1129
Qtron Investments
Massachusetts
$2M -$287K -855 -11%
LIM
1130
Leavell Investment Management
Alabama
$2M +$93.9K +280 +4%
AC
1131
Apella Capital
Connecticut
$1.99M +$482K +1,439 +31%
GI
1132
GLOBALT Investments
Georgia
$1.99M +$13.7K +41 +0.6%
LSA
1133
Leonteq Securities AG
Switzerland
$1.99M +$815K +2,430 +59%
MT
1134
Midwest Trust
Kansas
$1.99M -$95.9K -286 -4%
FHC
1135
First Horizon Corporation
Tennessee
$1.97M -$84.5K -252 -4%
LDB
1136
Lee, Danner & Bass
Tennessee
$1.97M
BCM
1137
Bridgeway Capital Management
Texas
$1.97M -$788K -2,350 -27%
CWS
1138
Cypress Wealth Services
California
$1.97M -$61K -182 -3%
FAM
1139
Fairtree Asset Management
South Africa
$1.96M +$617K +1,841 +40%
GRQ
1140
Gardner Russo & Quinn
Pennsylvania
$1.96M -$1.9M -5,675 -47%
AAM
1141
Auxier Asset Management
Oregon
$1.95M -$16.8K -50 -0.8%
LFG
1142
Lazard Frères Gestion
France
$1.95M -$402K -1,200 -16%
BRWA
1143
B. Riley Wealth Advisors
Florida
$1.95M -$331K -986 -13%
SF
1144
Symphony Financial
Texas
$1.95M -$101K -300 -4%
PAM
1145
Palisade Asset Management
Minnesota
$1.95M -$15.1K -45 -0.7%
IC
1146
Inkwell Capital
Florida
$1.95M -$19.1K -57 -0.9%
FNT
1147
First National Trust
Pennsylvania
$1.95M +$3.69K +11 +0.2%
CFFP
1148
Center for Financial Planning
Michigan
$1.94M -$67.1K -200 -3%
FCP
1149
Fidelis Capital Partners
Florida
$1.94M +$24.1K +72 +1%
NG
1150
Norden Group
Utah
$1.94M +$369K +1,100 +21%

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.