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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
MIA
1251
MeadowBrook Investment Advisors
Michigan
$1.57M +$59K +176 +4%
BIAS
1252
Beacon Investment Advisory Services
New Jersey
$1.57M +$42.9K +128 +3%
RAM
1253
Ramirez Asset Management
New York
$1.56M -$9.05K -27 -0.5%
SA
1254
Strategic Advisors
New York
$1.56M -$10.4K -31 -0.6%
GC
1255
Garde Capital
Washington
$1.56M -$6.71K -20 -0.4%
CI
1256
Cigna Investments
Connecticut
$1.56M -$32.5K -97 -2%
HAG
1257
HighPoint Advisor Group
Illinois
$1.56M -$10.5M -31,357 -86%
AC
1258
AXQ Capital
New Jersey
$1.56M +$1.73M +5,149 New
CCP
1259
Cane Capital Partners
Louisiana
$1.56M +$1.73M +5,148 New
ACMA
1260
Arbor Capital Management (Alaska)
Alaska
$1.55M +$157K +468 +11%
SWM
1261
Sterling Wealth Management
Illinois
$1.55M -$335 -1 -0%
AG
1262
AlTi Global
New York
$1.55M -$1.49M -4,440 -46%
CWM
1263
Chesapeake Wealth Management
Virginia
$1.55M -$111K -330 -6%
RCIM
1264
Red Cedar Investment Management
Michigan
$1.55M -$845K -2,520 -33%
SAM
1265
S.A. Mason
Michigan
$1.54M +$335 +1 +0%
FP
1266
Factorial Partners
New York
$1.54M
PA
1267
PFG Advisors
Arizona
$1.54M +$96.9K +289 +6%
WA
1268
WealthTrust Axiom
Pennsylvania
$1.54M
AL
1269
Aspiriant LLC
California
$1.54M +$103K +307 +6%
BI
1270
Bradyco Inc
Massachusetts
$1.53M
WSC
1271
Wellington Shields & Co
New York
$1.53M -$41.9K -125 -2%
WAC
1272
William Allan Corp
Colorado
$1.53M +$37.9K +113 +2%
BAM
1273
Bell Asset Management
Australia
$1.53M +$1.69M +5,049 New
BWA
1274
Blodgett Wealth Advisors
California
$1.53M
PC
1275
Pecaut & Co
Iowa
$1.52M -$3.35K -10 -0.2%

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.