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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
MAWA
1751
Moss Adams Wealth Advisors
Washington
$651K -$14.4K -43 -2%
PF
1752
Phoenix Financial
Israel
$650K -$304K -906 -30%
BW
1753
BIP Wealth
Georgia
$650K -$246K -734 -25%
PNFS
1754
PW Nova Financial Services
Pennsylvania
$649K +$720K +2,147 New
OWA
1755
Outlook Wealth Advisors
Texas
$649K -$13.7K -41 -2%
AC
1756
Addison Capital
Pennsylvania
$649K
HWM
1757
Horizon Wealth Management
Illinois
$648K +$671 +2 +0.1%
WC
1758
Waterloo Capital
Texas
$647K -$71.1K -212 -9%
1WA
1759
180 Wealth Advisors
Washington
$647K -$705K -2,102 -50%
LSA
1760
Lansing Street Advisors
Pennsylvania
$646K +$244K +727 +52%
BHWM
1761
Bar Harbor Wealth Management
New Hampshire
$646K +$3.02K +9 +0.4%
BSB
1762
Bangor Savings Bank
Maine
$644K
FPL
1763
Fortress Private Ledger
North Carolina
$641K +$14.8K +44 +2%
ESB
1764
Essex Savings Bank
Connecticut
$641K -$175K -522 -20%
WWM
1765
Whalen Wealth Management
Nevada
$641K -$103K -306 -13%
PG
1766
Patten Group
Tennessee
$641K +$139K +414 +24%
MIM
1767
Macroview Investment Management
Maryland
$640K -$18.8K -56 -3%
PJWM
1768
Philip James Wealth Mangement
Georgia
$638K
AA
1769
Alta Advisers
United Kingdom
$636K
AWM
1770
Aries Wealth Management
Maine
$635K
TWM
1771
Tanager Wealth Management
United Kingdom
$634K +$26.5K +79 +4%
WA
1772
Wealth Architects
California
$633K -$2.35K -7 -0.3%
LIA
1773
Limestone Investment Advisors
New York
$631K +$700K +2,087 New
SG
1774
StoneX Group
New York
$631K -$217K -646 -24%
VWA
1775
Visionary Wealth Advisors
Illinois
$630K -$42.9K -128 -6%

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.