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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
OFS
1601
OneAscent Financial Services
Alabama
$830K +$105K +314 +13%
EFSCE
1602
Enterprise Financial Services Corp (EFSC)
Missouri
$829K +$197K +588 +27%
MFG
1603
Midwest Financial Group
Kansas
$827K
CCG
1604
Cypress Capital Group
Florida
$824K
IA
1605
Integrity Alliance
Iowa
$820K -$951K -2,836 -51%
BW
1606
Basepoint Wealth
Iowa
$820K -$5.37K -16 -0.6%
LAM
1607
L2 Asset Management
Massachusetts
$817K -$178K -530 -16%
MAM
1608
MWA Asset Management
Massachusetts
$817K +$162K +482 +22%
SWM
1609
Shelton Wealth Management
Texas
$816K +$904K +2,697 New
KA
1610
Klingman & Associates
New York
$815K +$1.01K +3 +0.1%
FFA
1611
Fortune Financial Advisors
Kansas
$814K -$32.9K -98 -4%
HFM
1612
Hartford Financial Management
Connecticut
$814K
PWM
1613
Purus Wealth Management
California
$812K -$27.2K -81 -3%
FFM
1614
Forum Financial Management
Illinois
$811K -$1.8M -5,364 -67%
PWA
1615
Pitcairn Wealth Advisors
Pennsylvania
$810K
CM
1616
Castleark Management
Illinois
$809K
MSWM
1617
McGlone Suttner Wealth Management
Wisconsin
$808K +$335 +1 +0%
SWM
1618
Sendero Wealth Management
Texas
$807K -$13.4K -40 -1%
PWA
1619
Provenance Wealth Advisors
Florida
$801K -$1.68K -5 -0.2%
RI
1620
Ridgewood Investments
New Jersey
$801K +$888K +2,647 New
Bank Julius Baer & Co
1621
Bank Julius Baer & Co
Switzerland
$800K +$476K +1,420 +116%
SBCM
1622
Silverberg Bernstein Capital Management
New York
$800K
KCPG
1623
Kavar Capital Partners Group
Kansas
$799K +$93.5K +279 +12%
PTB
1624
Pioneer Trust Bank
Oregon
$799K +$13.4K +40 +2%
BDA
1625
Borer Denton & Associates
Pennsylvania
$798K -$16.8K -50 -2%

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.