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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
WT
1401
Washington Trust
Rhode Island
$1.2M +$7.38K +22 +0.6%
AFG
1402
Allegheny Financial Group
Pennsylvania
$1.2M +$11.7K +35 +0.9%
PFA
1403
Pathway Financial Advisers
Indiana
$1.2M +$130K +387 +11%
TWM
1404
Trueblood Wealth Management
Ohio
$1.19M -$78.1K -233 -6%
BIM
1405
Bridges Investment Management
Nebraska
$1.19M -$2.68K -8 -0.2%
FFA
1406
Founders Financial Alliance
North Carolina
$1.19M +$103K +307 +8%
LA
1407
LVW Advisors
New York
$1.19M +$194K +580 +17%
HDIM
1408
Hanson & Doremus Investment Management
Vermont
$1.19M -$23.1K -69 -2%
AIM
1409
Aspen Investment Management
Michigan
$1.19M +$30.5K +91 +2%
FMN
1410
Financial Management Network
California
$1.19M -$335 -1 -0%
BB
1411
Burford Brothers
Texas
$1.19M +$22.5K +67 +2%
AA
1412
Advisory Alpha
Michigan
$1.19M +$69.7K +208 +6%
OC
1413
Oakworth Capital
Alabama
$1.18M
CANC
1414
Culbertson A N & Co
Virginia
$1.18M
TYCC
1415
Texas Yale Capital Corp
Florida
$1.18M +$88.9K +265 +7%
MAM
1416
McLaughlin Asset Management
Illinois
$1.18M -$45.9K -137 -3%
BJF
1417
Blue Jean Financial
New York
$1.18M -$34.9K -104 -3%
FFA
1418
First Foundation Advisors
California
$1.18M +$26.8K +80 +2%
IIM
1419
Ipswich Investment Management
Massachusetts
$1.18M -$42.2K -126 -3%
AWM
1420
Angeles Wealth Management
California
$1.17M +$92.5K +276 +8%
MIM
1421
MTM Investment Management
South Carolina
$1.17M
AHL
1422
Abel Hall LLC
Louisiana
$1.17M +$23.8K +71 +2%
EIM
1423
Ervin Investment Management
Washington
$1.17M -$28.5K -85 -2%
GWA
1424
Gratus Wealth Advisors
Virginia
$1.17M -$6.04K -18 -0.5%
OFS
1425
Orrstown Financial Services
Pennsylvania
$1.17M -$38.6K -115 -3%

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.