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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
A
1301
Argentarii
Ohio
$1.45M +$4.02K +12 +0.3%
AW
1302
Alaethes Wealth
Nevada
$1.45M +$21.5K +64 +1%
IA
1303
Icon Advisers
Colorado
$1.45M -$235K -700 -13%
MFG
1304
Magnus Financial Group
New York
$1.45M -$5.7K -17 -0.4%
LRPA
1305
L. Roy Papp & Associates
Arizona
$1.45M
MDA
1306
Minot DeBlois Advisors
Massachusetts
$1.44M +$2.68K +8 +0.2%
LNB
1307
Ledyard National Bank
$1.42M -$5.7K -17 -0.4%
WAP
1308
Wealthcare Advisory Partners
Pennsylvania
$1.42M +$6.04K +18 +0.4%
MWA
1309
Muirfield Wealth Advisors
North Carolina
$1.42M +$3.35K +10 +0.2%
MIA
1310
MainStreet Investment Advisors
Illinois
$1.41M -$251K -750 -14%
FCAS
1311
First Command Advisory Services
Texas
$1.41M +$35.5K +106 +2%
SW
1312
SVB Wealth
Massachusetts
$1.41M -$198K -591 -11%
TWA
1313
TCI Wealth Advisors
Arizona
$1.41M -$16.8K -50 -1%
AWA
1314
Ark Wealth Advisors
California
$1.41M +$243K +725 +18%
LCM
1315
Leisure Capital Management
California
$1.41M -$2.68K -8 -0.2%
PP
1316
Patten & Patten
Tennessee
$1.4M -$28.2K -84 -2%
PK
1317
Pflug Koory
Nebraska
$1.4M
RT
1318
Rockland Trust
Massachusetts
$1.4M -$7.04K -21 -0.5%
AA
1319
Armis Advisers
Georgia
$1.4M +$152K +454 +11%
IAIM
1320
International Assets Investment Management
Florida
$1.4M +$321K +957 +26%
PWM
1321
Proathlete Wealth Management
Florida
$1.39M +$6.04K +18 +0.4%
SC
1322
Stance Capital
Massachusetts
$1.39M +$326K +972 +27%
TPWM
1323
Twelve Points Wealth Management
Massachusetts
$1.39M
SFG
1324
SageGuard Financial Group
Tennessee
$1.39M -$43.3K -129 -3%
CFGA
1325
Cambridge Financial Group (Arizona)
Arizona
$1.38M -$290K -866 -16%

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.