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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
FWA
1801
FSM Wealth Advisors
Ohio
$605K -$43.6K -130 -6%
EFM
1802
E Fund Management
China
$605K +$670K +1,999 New
TWM
1803
Thrive Wealth Management
Pennsylvania
$604K -$10.7K -32 -2%
WG
1804
Wellington Group
Indiana
$603K +$195K +583 +41%
ATS
1805
Ashton Thomas Securities
New York
$598K +$20.5K +61 +3%
KP
1806
Keel Point
Alabama
$597K -$188K -562 -22%
TA
1807
TrueWealth Advisors
Alabama
$597K +$470K +1,403 +246%
GCA
1808
Genesee Capital Advisors
New York
$596K -$2.68K -8 -0.4%
MCWA
1809
Meadow Creek Wealth Advisors
Georgia
$596K -$671 -2 -0.1%
RCG
1810
Regatta Capital Group
California
$596K -$55.3K -165 -8%
BCG
1811
Breakwater Capital Group
New Jersey
$596K -$16.8K -50 -2%
CD
1812
Chapin Davis
Maryland
$596K -$81.5K -243 -11%
TIP
1813
Torray Investment Partners
Maryland
$594K -$7.48M -22,310 -92%
JWA
1814
JFS Wealth Advisors
Pennsylvania
$594K +$2.35K +7 +0.4%
DTC
1815
Davidson Trust Company
Washington
$594K +$15.1K +45 +2%
BCM
1816
Blume Capital Management
California
$594K
VFG
1817
Victory Financial Group
Texas
$593K +$27.2K +81 +4%
WWA
1818
Wisconsin Wealth Advisors
Wisconsin
$593K +$1.01K +3 +0.2%
ATC
1819
Adirondack Trust Company
New York
$590K -$7.04K -21 -1%
EFG
1820
Everest Financial Group
Minnesota
$590K +$33.9K +101 +5%
ATWA
1821
Arbor Trust Wealth Advisors
Michigan
$589K +$43.6K +130 +7%
OFG
1822
Oxford Financial Group
Indiana
$588K -$57K -170 -8%
TWM
1823
Tripletail Wealth Management
Florida
$585K -$2.01K -6 -0.3%
KCM
1824
Kathmere Capital Management
Pennsylvania
$585K -$232K -693 -26%
IFO
1825
Independent Family Office
New York
$584K

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.