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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
ZCI
1901
Zevenbergen Capital Investments
Washington
$514K
ZIG
1902
Zullo Investment Group
Pennsylvania
$512K -$8.72K -26 -2%
JRPIM
1903
Journey Retirement Planning & Investment Management
Idaho
$512K -$1.32M -3,936 -70%
CSPIA
1904
Cary Street Partners Investment Advisory
Virginia
$512K +$12.1K +36 +2%
ACM
1905
Arcataur Capital Management
Wisconsin
$511K +$3.35K +10 +0.6%
KWM
1906
Keebeck Wealth Management
Illinois
$510K +$23.8K +71 +4%
HTIM
1907
Harbour Trust & Investment Management
Indiana
$510K -$3.35K -10 -0.6%
AHC
1908
Adell Harriman & Carpenter
Texas
$510K -$123K -366 -18%
TIM
1909
Thompson Investment Management
Wisconsin
$508K
AF
1910
Apollon Financial
South Carolina
$508K +$1.68K +5 +0.3%
1C
1911
111 Capital
France
$508K +$336K +1,002 +148%
OWM
1912
OneAscent Wealth Management
Alabama
$508K -$8.72K -26 -2%
IIL
1913
Income Insurance Ltd
$508K
LSPW
1914
Lake Street Private Wealth
Illinois
$508K -$9.39K -28 -2%
MTIC
1915
Missouri Trust & Investment Company
Missouri
$507K -$48.6K -145 -8%
NG
1916
Navigation Group
California
$507K +$562K +1,675 New
Twin Tree Management
1917
Twin Tree Management
Texas
$507K +$329K +981 +141%
LWM
1918
Liberty Wealth Management
California
$506K -$16.4K -49 -3%
SAM
1919
Secure Asset Management
Michigan
$506K -$221K -659 -28%
ACM
1920
Allred Capital Management
Texas
$504K +$23.8K +71 +4%
SFWC
1921
Strategic Family Wealth Counselors
New Jersey
$503K -$595K -1,776 -52%
VDC
1922
Van Diest Capital
Iowa
$503K +$276K +824 +98%
M
1923
MOTCO
Texas
$502K -$2.35K -7 -0.4%
CF
1924
Centaurus Financial
California
$502K -$18.1K -54 -3%
KLI
1925
Kelman-Lazarov Inc
Tennessee
$501K -$31.2K -93 -5%

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.