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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
FIM
1701
FWL Investment Management
Texas
$704K +$634K +1,890 +432%
HBW
1702
Hazlett, Burt & Watson
West Virginia
$704K +$335 +1 +0%
MMG
1703
Monetary Management Group
Missouri
$703K -$16.8K -50 -2%
SCM
1704
Sage Capital Management
New Jersey
$703K
VAG
1705
VisionPoint Advisory Group
Texas
$701K +$4.69K +14 +0.6%
PHAM
1706
Palisades Hudson Asset Management
Florida
$700K
DE
1707
Defiance ETFs
New York
$700K +$776K +2,313 New
MWA
1708
Meridian Wealth Advisors
Texas
$696K -$14.1K -42 -2%
CCC
1709
Compass Capital Corp
Massachusetts
$696K -$9.05K -27 -1%
CAM
1710
Costello Asset Management
Pennsylvania
$696K +$468K +1,396 +154%
RRA
1711
Round Rock Advisors
Connecticut
$695K -$30.5K -91 -4%
BHIA
1712
Birch Hill Investment Advisors
Massachusetts
$690K
OWA
1713
One Wealth Advisors
California
$690K +$11.1K +33 +1%
MA
1714
MONECO Advisors
Connecticut
$685K +$36.5K +109 +5%
TVPW
1715
Third View Private Wealth
Connecticut
$685K +$65K +194 +9%
CWM
1716
Connecticut Wealth Management
Connecticut
$685K +$9.05K +27 +1%
UCB
1717
United Community Bank
South Carolina
$684K -$204K -608 -21%
CIS
1718
Custom Index Systems
New York
$684K -$1.68K -5 -0.2%
CWM
1719
Consultiva Wealth Management
Puerto Rico
$684K
RPGK
1720
Retirement Planning Group (Kansas)
Kansas
$684K +$117K +349 +18%
ATFA
1721
All Terrain Financial Advisors
Minnesota
$683K
SWP
1722
Summit Wealth Partners
Florida
$683K +$757K +2,257 New
EAM
1723
Empirical Asset Management
Massachusetts
$683K -$99.9K -298 -12%
KFGK
1724
Keystone Financial Group (Kentucky)
Kentucky
$681K +$46.9K +140 +7%
TIA
1725
Traphagen Investment Advisors
New Jersey
$680K -$6.04K -18 -0.8%

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.