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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
MSA
1626
Marino Stram & Associates
Massachusetts
$796K +$16.1K +48 +2%
BIG
1627
Brookwood Investment Group
Arizona
$795K -$13.7K -41 -2%
TCA
1628
Transcend Capital Advisors
New Jersey
$793K +$177K +529 +25%
PWPS
1629
Pinnacle Wealth Planning Services
Ohio
$792K +$59.7K +178 +7%
SGI
1630
Summit Global Investments
Utah
$792K +$18.4K +55 +2%
DDPIC
1631
Deroy & Devereaux Private Investment Counsel
Michigan
$792K +$165K +491 +23%
AFC
1632
AFT Forsyth & Company
Florida
$791K
UB
1633
Umpqua Bank
Oregon
$790K -$2.01K -6 -0.2%
CW
1634
Channel Wealth
California
$788K -$7.04K -21 -0.8%
GLLW
1635
Graves Light Lenhart Wealth
Virginia
$787K -$2.35K -7 -0.3%
FMI
1636
F/M Investments
District of Columbia
$786K -$6.17M -18,400 -88%
MIP
1637
Marietta Investment Partners
Wisconsin
$786K
DT
1638
DV Trading
Illinois
$785K +$870K +2,596 New
CFG
1639
Chapman Financial Group
Hawaii
$782K -$107K -318 -11%
SIA
1640
SkyView Investment Advisors
New Jersey
$781K -$12.7K -38 -1%
EB
1641
Exchange Bank
California
$777K -$16.1K -48 -2%
SL
1642
Sentinus LLC
Illinois
$775K +$133K +397 +18%
ANBT
1643
American National Bank & Trust
Texas
$774K -$1.34K -4 -0.2%
RFG
1644
RFP Financial Group
Georgia
$774K -$26.8K -80 -3%
MCM
1645
Magnolia Capital Management
New York
$773K +$186K +555 +28%
APP
1646
Avantax Planning Partners
Iowa
$771K +$1.01K +3 +0.1%
ITIM
1647
Indiana Trust & Investment Management
Indiana
$764K -$73.4K -219 -8%
TLCM
1648
Twin Lakes Capital Management
California
$764K -$19.4K -58 -2%
AF
1649
Arrow Financial
New York
$759K -$111K -330 -12%
PVM
1650
Palogic Value Management
Texas
$758K

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.