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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
SMA
1676
Seven Mile Advisory
New Jersey
$730K -$384K -1,144 -32%
DIM
1677
Delta Investment Management
California
$729K +$671 +2 +0.1%
TC
1678
Trust Company
Kansas
$728K
CCA
1679
Coign Capital Advisors
Utah
$726K -$2.35K -7 -0.3%
ACM
1680
AUA Capital Management
Pennsylvania
$726K
CIM
1681
Confluence Investment Management
Missouri
$726K
EC
1682
EntryPoint Capital
New York
$723K +$330K +984 +70%
MFT
1683
Moisand Fitzgerald Tamayo
Florida
$722K -$16.8K -50 -2%
KA
1684
Kozak & Associates
Colorado
$722K +$671 +2 +0.1%
SC
1685
Sierra Capital
Florida
$722K +$464K +1,385 +138%
AWE
1686
Avidian Wealth Enterprises
Texas
$720K -$33.5K -100 -4%
WCG
1687
Weaver Consulting Group
California
$720K -$7.38K -22 -0.9%
CAI
1688
Capital Advisors Inc
Oklahoma
$718K +$228K +680 +40%
TNBTD
1689
Trustmark National Bank Trust Department
Mississippi
$714K -$167K -499 -17%
SRC
1690
Shufro Rose & Co
New York
$714K -$102K -304 -11%
NFG
1691
Northbridge Financial Group
Florida
$713K +$49.6K +148 +7%
RCM
1692
Raleigh Capital Management
North Carolina
$713K +$166K +494 +27%
SI
1693
Saxon Interests
Texas
$711K -$816K -2,434 -51%
JWBC
1694
John W. Bristol & Co
New York
$711K
DW30
1695
Drucker Wealth 3.0
New Jersey
$710K -$12.7K -38 -2%
MEG
1696
Millstone Evans Group
Colorado
$708K
DE
1697
Diversified Enterprises
Delaware
$707K -$7.71K -23 -1%
FPH
1698
Financial Planning Hawaii
Hawaii
$706K +$26.8K +80 +4%
PCG
1699
PFC Capital Group
California
$706K
SIS
1700
Sound Income Strategies
Florida
$705K -$14.1K -42 -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.