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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
GWANC
1576
Guardian Wealth Advisors (North Carolina)
North Carolina
$872K +$6.37K +19 +0.7%
RMP
1577
Richards, Merrill & Peterson
Washington
$871K -$6.04K -18 -0.6%
CAM
1578
Cidel Asset Management
Ontario, Canada
$871K +$145K +431 +18%
DFA
1579
Delta Financial Advisors
Louisiana
$868K +$136K +406 +16%
OCM
1580
Orleans Capital Management
Louisiana
$867K
BMC
1581
Benin Management Corp
Connecticut
$866K +$24.8K +74 +3%
IAN
1582
Integrated Advisors Network
Texas
$853K -$2.88M -8,581 -75%
LW
1583
Linscomb Wealth
Texas
$850K +$19.1K +57 +2%
AIM
1584
Advyzon Investment Management
Illinois
$849K +$246K +734 +35%
ME
1585
McIlrath & Eck
Washington
$848K
FWI
1586
Facet Wealth Inc
Maryland
$847K +$184K +550 +24%
PWP
1587
Pursue Wealth Partners
California
$847K
YIM
1588
Yoffe Investment Management
Pennsylvania
$847K
KA
1589
Kearns & Associates
California
$847K
IFU
1590
iSAM Funds (UK)
United Kingdom
$846K -$34.9K -104 -4%
ACM
1591
Aljian Capital Management
Nevada
$844K -$2.35K -7 -0.3%
OF
1592
Outfitter Financial
Maine
$842K +$109K +325 +13%
HGA
1593
Hobbs Group Advisors
South Carolina
$841K
BI
1594
Ballast Inc
Kentucky
$840K -$26.2K -78 -3%
SWA
1595
Sax Wealth Advisors
New Jersey
$839K -$51.3K -153 -6%
CBT
1596
Central Bank & Trust
Kentucky
$838K +$50.3K +150 +6%
TTWM
1597
TCV Trust & Wealth Management
Virginia
$837K -$32.9K -98 -3%
TW
1598
TritonPoint Wealth
Maryland
$834K +$8.72K +26 +1%
MFA
1599
Millington Financial Advisors
Illinois
$834K +$8.38K +25 +1%
LIA
1600
LS Investment Advisors
Michigan
$831K -$91.5K -273 -9%

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.