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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
PGWM
1151
Parisi Gray Wealth Management
New Jersey
$1.94M +$9.39K +28 +0.4%
NIM
1152
Niles Investment Management
Florida
$1.93M +$2.14M +6,396 New
WC
1153
Whitney & Co
New York
$1.93M +$580K +1,729 +37%
SCI
1154
S&CO Inc
Massachusetts
$1.93M
FCM
1155
Fairbanks Capital Management
California
$1.93M +$1.61M +4,796 +305%
FAFN
1156
First Affirmative Financial Network
Colorado
$1.92M +$2.13M +6,358 New
AC
1157
Avestar Capital
New York
$1.92M -$2.68K -8 -0.1%
BWP
1158
Balboa Wealth Partners
Arizona
$1.92M -$293K -873 -12%
MCP
1159
Miller Capital Partners
Michigan
$1.91M +$320K +953 +18%
Capstone Investment Advisors
1160
Capstone Investment Advisors
New York
$1.91M +$1.68M +5,014 +384%
SYBT
1161
Stock Yards Bank & Trust
Kentucky
$1.9M -$212K -633 -9%
PPWP
1162
Premier Path Wealth Partners
New Jersey
$1.9M +$212K +631 +11%
AWC
1163
Abundance Wealth Counselors
Pennsylvania
$1.9M +$308K +920 +17%
RCM
1164
RMR Capital Management
California
$1.89M
DI
1165
Diligent Investors
California
$1.89M +$10.1K +30 +0.5%
CP
1166
Canopy Partners
Ohio
$1.88M +$2.68K +8 +0.1%
PSB
1167
Piscataqua Savings Bank
New Hampshire
$1.88M
EM
1168
Excalibur Management
Massachusetts
$1.88M -$42.2K -126 -2%
CAM
1169
Cozad Asset Management
Illinois
$1.87M +$77.1K +230 +4%
OWP
1170
Obermeyer Wealth Partners
Colorado
$1.87M -$5.7K -17 -0.3%
TAM
1171
Trust Asset Management
Texas
$1.87M
FCA
1172
Fortis Capital Advisors
Kansas
$1.87M +$2.07M +6,178 New
SP
1173
Stablepoint Partners
Massachusetts
$1.87M -$2.01K -6 -0.1%
MFG
1174
Monte Financial Group
Connecticut
$1.87M +$89.9K +268 +5%
FCG
1175
Fielder Capital Group
Tennessee
$1.85M +$34.5K +103 +2%

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.