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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
AA
1651
Auxano Advisors
Washington
$756K -$16.1K -48 -2%
WBC
1652
West Branch Capital
Massachusetts
$756K -$169K -504 -17%
CBT
1653
CoreFirst Bank & Trust
Kansas
$754K -$5.03K -15 -0.6%
GFP
1654
Gryphon Financial Partners
Ohio
$753K +$12.1K +36 +1%
USB
1655
Union Savings Bank
Connecticut
$751K -$8.72K -26 -1%
GAA
1656
Global Assets Advisory
Florida
$751K +$208K +619 +33%
SB
1657
Strategic Blueprint
Georgia
$750K +$68.4K +204 +9%
CTWM
1658
Cherry Tree Wealth Management
Minnesota
$750K
AI
1659
Arvest Investments
Arkansas
$750K -$9.39K -28 -1%
DIP
1660
DT Investment Partners
Pennsylvania
$749K
FSAG
1661
Financial Solutions Advisory Group
Illinois
$749K +$830K +2,475 New
KF
1662
KKM Financial
Illinois
$748K
RFP
1663
Root Financial Partners
California
$746K +$149K +444 +22%
PWA
1664
Phoenix Wealth Advisors
North Carolina
$745K -$82.1K -245 -9%
MAM
1665
McLean Asset Management
Virginia
$743K -$8.38K -25 -1%
PIA
1666
Perennial Investment Advisors
California
$743K +$80.1K +239 +11%
SIA
1667
SGL Investment Advisors
Montana
$741K +$1.68K +5 +0.2%
OWA
1668
Opal Wealth Advisors
New York
$740K +$2.35K +7 +0.3%
ONST
1669
Old North State Trust
North Carolina
$738K +$130K +389 +19%
JSSH
1670
J. Safra Sarasin Holding
$737K -$1.91M -5,682 -70%
UIM
1671
Unified Investment Management
Georgia
$736K -$32.9K -98 -4%
TWM
1672
TRB Wealth Management
Texas
$736K +$815K +2,432 New
CB
1673
Centennial Bank
Arkansas
$735K -$168K -500 -17%
SFG
1674
Sovereign Financial Group
Connecticut
$733K +$116K +345 +17%
WIA
1675
Westbourne Investment Advisors
Maryland
$730K

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.