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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
SW
1526
SteelPeak Wealth
California
$977K +$108K +321 +11%
NP
1527
Nilsine Partners
Colorado
$975K -$156K -464 -13%
SBFM
1528
S-Bank Fund Management
Finland
$973K -$40.2K -120 -4%
HR
1529
Howe & Rusling
New York
$965K
MCC
1530
Money Concepts Capital
Florida
$965K +$31.2K +93 +3%
NFSG
1531
Newbridge Financial Services Group
Florida
$962K +$300K +895 +39%
LFA
1532
Legacy Financial Advisors
Kentucky
$960K +$161K +481 +18%
CA
1533
Continuum Advisory
Idaho
$957K -$16.8K -50 -2%
EFG
1534
Elevated Financial Group
Indiana
$954K -$25.1K -75 -2%
PCM
1535
Palisade Capital Management
New Jersey
$947K +$423K +1,262 +68%
UAML
1536
US Asset Management LLC
Pennsylvania
$945K -$8.72K -26 -0.8%
SWMG
1537
Signature Wealth Management Group
Georgia
$944K -$1.59M -4,733 -60%
CCA
1538
Childress Capital Advisors
Texas
$943K -$135K -402 -11%
RIA
1539
Richwood Investment Advisors
Ohio
$942K -$34.2K -102 -3%
WA
1540
Westfuller Advisors
New York
$940K +$4.69K +14 +0.5%
LAM
1541
Lewis Asset Management
California
$940K -$14.4K -43 -1%
PTC
1542
Philadelphia Trust Company
Pennsylvania
$936K -$168K -500 -14%
CG
1543
CFO4Life Group
Texas
$935K -$8.72K -26 -0.8%
NG
1544
Novem Group
New York
$935K -$10.7K -32 -1%
IA
1545
Insight Advisors
Pennsylvania
$933K -$841K -2,507 -45%
MFA
1546
Mayflower Financial Advisors
Massachusetts
$933K -$14.4K -43 -1%
CYG
1547
Clean Yield Group
Vermont
$931K -$5.37K -16 -0.5%
QWP
1548
Quotient Wealth Partners
Texas
$926K -$7.04K -21 -0.7%
WAS
1549
Wealth Advisory Solutions
Indiana
$925K +$768K +2,291 +299%
ZI
1550
ZEGA Investments
Florida
$925K -$78.1K -233 -7%

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.