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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
AL
1826
ARWA LLC
Texas
$583K -$720K -2,148 -54%
BA
1827
Ballast Advisors
Minnesota
$583K -$8.38K -25 -1%
ZBNA
1828
Zions Bancorporation, National Association
Utah
$582K -$635K -1,894 -50%
TIA
1829
Tiemann Investment Advisors
California
$580K +$33.5K +100 +5%
PWM
1830
Palumbo Wealth Management
New York
$579K +$70.1K +209 +12%
PCM
1831
Princeton Capital Management
New Jersey
$579K +$137K +410 +27%
LCM
1832
Legato Capital Management
California
$576K -$424K -1,265 -40%
CFCS
1833
CDM Financial Counseling Services
Connecticut
$575K +$12.4K +37 +2%
CIG
1834
Cairn Investment Group
Washington
$575K
WIM
1835
Wittenberg Investment Management
Massachusetts
$575K
SGK
1836
Steigerwald Gordon & Koch
Virginia
$574K +$23.1K +69 +4%
BLC
1837
Brown, Lisle/Cummings
Rhode Island
$573K +$14.8K +44 +2%
LSIA
1838
LaSalle St. Investment Advisors
Illinois
$572K +$8.05K +24 +1%
PWP
1839
PrairieView Wealth Partners
Illinois
$571K
SCA
1840
Stonebridge Capital Advisors
Minnesota
$571K -$158K -470 -20%
AA
1841
Ancora Advisors
Ohio
$571K
WKSWA
1842
White Knight Strategic Wealth Advisors
New Jersey
$570K -$14.4K -43 -2%
Financial Engines Advisors
1843
Financial Engines Advisors
California
$570K -$109K -325 -15%
AAS
1844
Annex Advisory Services
Wisconsin
$570K +$125K +374 +25%
KMWM
1845
Keudell/Morrison Wealth Management
Oregon
$570K +$59.3K +177 +10%
PWP
1846
Phillips Wealth Planners
Mississippi
$570K +$16.8K +50 +3%
HA
1847
Herold Advisors
New York
$569K +$57.3K +171 +10%
VA
1848
Valmark Advisers
Ohio
$568K +$11.7K +35 +2%
MFC
1849
Mechanics Financial Corp
Ohio
$567K
SIAP
1850
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$567K

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.