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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
AWA
1176
Aaron Wealth Advisors
Illinois
$1.84M -$429K -1,278 -17%
AC
1177
AlphaCore Capital
California
$1.84M +$193K +577 +10%
FCBT
1178
First Citizens Bank & Trust
North Carolina
$1.83M -$146K -436 -7%
WC
1179
Weil Company
California
$1.83M
EHC
1180
Everett Harris & Co
California
$1.83M -$268K -800 -12%
MPWS
1181
McCarter Private Wealth Services
Massachusetts
$1.82M +$3.35K +10 +0.2%
LCG
1182
Lakeshore Capital Group
Illinois
$1.81M +$28.2K +84 +1%
PPWM
1183
Paragon Private Wealth Management
Kentucky
$1.81M -$48.6K -145 -2%
CCA
1184
Checchi Capital Advisers
California
$1.8M +$102K +304 +5%
DWM
1185
Dakota Wealth Management
Florida
$1.8M -$512K -1,528 -20%
YIA
1186
YHB Investment Advisors
Connecticut
$1.79M +$3.69K +11 +0.2%
VIM
1187
Vinva Investment Management
Australia
$1.79M -$16.1K -48 -0.8%
BP
1188
BNP Paribas
France
$1.79M -$160K -478 -7%
CCA
1189
Cadent Capital Advisors
Oklahoma
$1.79M +$73.8K +220 +4%
NWAG
1190
Net Worth Advisory Group
Utah
$1.78M -$73.4K -219 -4%
GW
1191
Griffith & Werner
Georgia
$1.78M +$264K +787 +15%
HWP
1192
Highline Wealth Partners
California
$1.78M +$8.05K +24 +0.4%
SIA
1193
Strategic Investment Advisors
Michigan
$1.78M +$876K +2,614 +81%
LEA
1194
Legacy Edge Advisors
New York
$1.77M -$14.1K -42 -0.7%
PTC
1195
Private Trust Company
Ohio
$1.77M +$74.1K +221 +4%
CIA
1196
Citadel Investment Advisory
Ohio
$1.76M -$67.1K -200 -3%
RE
1197
Rydar Equities
Texas
$1.76M +$183K +547 +10%
LWCFA
1198
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.76M +$69.7K +208 +4%
PVI
1199
Pine Valley Investments
New Jersey
$1.75M +$231K +689 +13%
WTA
1200
Washington Trust Advisors
Massachusetts
$1.75M -$35.2K -105 -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.