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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
PP
1551
PDS Planning
Ohio
$924K -$19.1K -57 -2%
LWMM
1552
Legacy Wealth Management (Mississippi)
Mississippi
$924K +$13.4K +40 +1%
TPW
1553
Talon Private Wealth
Florida
$923K +$1.02M +3,051 New
LAI
1554
Legal Advantage Investments
California
$923K +$168K +500 +20%
CFP
1555
Catalyst Financial Partners
Massachusetts
$922K +$63K +188 +7%
TWM
1556
Tradition Wealth Management
Minnesota
$920K +$16.8K +50 +2%
GFG
1557
Greystone Financial Group
Michigan
$919K -$12.7M -37,947 -93%
WI
1558
WBI Investments
New Jersey
$917K -$1.64M -4,879 -62%
MS
1559
Millington Securities
New Jersey
$917K +$1.02M +3,031 New
7WCP
1560
71 West Capital Partners
Massachusetts
$914K +$255K +762 +34%
BTWM
1561
Baker Tilly Wealth Management
Wisconsin
$913K -$46.6K -139 -4%
SWM
1562
Scissortail Wealth Management
Oklahoma
$913K
AWP
1563
Abacus Wealth Partners
California
$911K -$97.2K -290 -9%
WA
1564
Waddell & Associates
Tennessee
$910K +$119K +355 +13%
MAA
1565
Matrix Asset Advisors
New York
$906K -$23.5K -70 -2%
CFG
1566
Cooper Financial Group
California
$903K -$66.1K -197 -6%
MWS
1567
MFA Wealth Services
California
$901K +$39.6K +118 +4%
CIAS
1568
Capital Investment Advisory Services
North Carolina
$899K -$1.01K -3 -0.1%
LWM
1569
LongView Wealth Management
Georgia
$889K -$51.3K -153 -5%
SWM
1570
SeaCrest Wealth Management
New York
$885K -$56.3K -168 -5%
BST
1571
Bath Savings Trust
Maine
$882K -$2.35K -7 -0.2%
WPW
1572
Warther Private Wealth
Ohio
$881K +$33.5K +100 +4%
CA
1573
Cambridge Advisors
Nebraska
$880K
SFM
1574
Signet Financial Management
New Jersey
$873K +$40.6K +121 +4%
TSS
1575
Taylor Securities Services
Pennsylvania
$872K

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.