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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
NL
1851
NWAM LLC
Washington
$566K -$5.03K -15 -0.8%
AIM
1852
Athena Investment Management
California
$566K -$36.2K -108 -5%
PWW
1853
Pettyjohn Wood & White
Virginia
$566K
TC
1854
Truvestments Capital
Florida
$566K +$24.5K +73 +4%
KWS
1855
Keystone Wealth Services
California
$565K -$3.35K -10 -0.5%
SLG
1856
Stanley-Laman Group
Pennsylvania
$562K +$31.2K +93 +5%
TC
1857
TFR Capital
Texas
$561K +$42.2K +126 +7%
LFS
1858
Legacy Financial Strategies
Kansas
$561K -$12.7K -38 -2%
TAM
1859
Trillium Asset Management
Massachusetts
$561K -$36.2K -108 -5%
PE
1860
PCM Encore
Colorado
$560K +$74.1K +221 +14%
PAMG
1861
Patton Albertson Miller Group
Tennessee
$560K -$3.69K -11 -0.6%
TS
1862
TradeWell Securities
Indiana
$559K +$671 +2 +0.1%
BOJHT
1863
Bank of Jackson Hole Trust
Wyoming
$557K +$6.71K +20 +1%
TW
1864
Tempo Wealth
Ohio
$555K +$62.4K +186 +11%
CFA
1865
Capstone Financial Advisors
Illinois
$554K -$31.9K -95 -5%
SP
1866
SmartHarvest Portfolios
Washington
$552K -$191K -571 -24%
AWM
1867
Aberdeen Wealth Management
Illinois
$548K
KAS
1868
KPP Advisory Services
Kentucky
$546K -$70.7K -211 -10%
FWIA
1869
Fort Washington Investment Advisors
Ohio
$543K +$56.3K +168 +10%
SPWG
1870
Sage Private Wealth Group
Illinois
$542K -$10.7K -32 -2%
CH
1871
Cromwell Holdings
Wyoming
$542K
WCM
1872
Whitener Capital Management
North Carolina
$542K -$9.39K -28 -2%
FPW
1873
Flagship Private Wealth
Massachusetts
$542K -$5.03K -15 -0.8%
CWM
1874
Centurion Wealth Management
Virginia
$541K -$7.71K -23 -1%
MWM
1875
MOR Wealth Management
Pennsylvania
$539K -$52.6K -157 -8%

AXP Hedge Fund Activity: Q1 2026 in Review

2,888 of the 8,129 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.