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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
CNB
1776
Camden National Bank
Maine
$629K -$8.72K -26 -1%
TSWM
1777
Triangle Securities Wealth Management
North Carolina
$628K -$190K -566 -21%
CP
1778
Clarendon Private
Massachusetts
$626K +$52.6K +157 +8%
W
1779
Wealthquest
Ohio
$625K +$100K +299 +17%
MC
1780
Machina Capital
France
$624K +$691K +2,062 New
RCA
1781
Ranch Capital Advisors
Florida
$622K
MWA
1782
Midland Wealth Advisors
Illinois
$621K -$20.1K -60 -3%
CA
1783
Capital Advantage
California
$619K +$11.7K +35 +2%
SFG
1784
Sunburst Financial Group
Alabama
$619K
HFS
1785
Hantz Financial Services
Michigan
$618K +$92.5K +276 +16%
PCA
1786
Prosperity Capital Advisors
Ohio
$618K -$86.8K -259 -11%
CA
1787
Claro Advisors
Massachusetts
$616K +$292K +870 +74%
HFM
1788
Harvest Fund Management
China
$615K -$620K -1,848 -48%
PWP
1789
Precedent Wealth Partners
Texas
$615K
HCM
1790
Howard Capital Management
Georgia
$614K -$643K -1,919 -49%
EGWAG
1791
Elwood & Goetz Wealth Advisory Group
Georgia
$614K -$10.1K -30 -1%
EGM
1792
Engineers Gate Manager
New York
$614K +$167K +499 +33%
SWMP
1793
Signature Wealth Management Partners
New Jersey
$614K
E
1794
Evansbrook
Illinois
$613K
YIH
1795
Y-Intercept (HK)
Hong Kong
$612K -$3.87M -11,545 -85%
CG
1796
Curat Global
New Hampshire
$609K -$41.9K -125 -6%
SCA
1797
Sippican Capital Advisors
Massachusetts
$609K
SLA
1798
Silver Lake Advisory
Utah
$608K +$1.01K +3 +0.1%
BFS
1799
BridgePort Financial Solutions
Iowa
$608K -$11.4K -34 -2%
HA
1800
Harbor Advisors
Florida
$605K

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.