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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
NRI
1926
NFP Retirement Inc
California
$501K -$1.01K -3 -0.2%
OA
1927
Oxbow Advisors
Texas
$500K -$6.37K -19 -1%
AWA
1928
Acorn Wealth Advisors
Michigan
$498K +$671 +2 +0.1%
MM
1929
MQS Management
New York
$498K -$276K -822 -33%
BMWM
1930
Brown Miller Wealth Management
Virginia
$496K
HWP
1931
Hibernia Wealth Partners
Louisiana
$495K +$23.8K +71 +5%
OLA
1932
Oliver Luxxe Assets
New Jersey
$495K -$7.71K -23 -1%
TWP
1933
Tyche Wealth Partners
Texas
$495K
HWA
1934
HCR Wealth Advisors
California
$494K
CWM
1935
Centric Wealth Management
Illinois
$493K -$48.6K -145 -9%
DA
1936
Dillon & Associates
Michigan
$492K +$546K +1,629 New
CHC
1937
City Holding Co
West Virginia
$491K -$671 -2 -0.1%
PWS
1938
Peterson Wealth Services
Utah
$490K +$335 +1 +0.1%
FM
1939
Foster & Motley
Ohio
$490K -$2.35K -7 -0.4%
SC
1940
Schubert & Co
Texas
$489K -$51.3K -153 -9%
CPIA
1941
Cornell Pochily Investment Advisors
New York
$489K +$671 +2 +0.1%
RIM
1942
Rockbridge Investment Management
New York
$489K -$3.35K -10 -0.6%
DP
1943
DDD Partners
Washington
$488K +$541K +1,614 New
TWP
1944
Tower Wealth Partners
Pennsylvania
$488K -$262K -781 -33%
OFO
1945
OneAscent Family Office
Alabama
$486K +$50.6K +151 +10%
VNA
1946
Valley National Advisers
Pennsylvania
$486K -$18.1K -54 -3%
CWA
1947
Crusonia Wealth Advisors
Colorado
$485K +$19.8K +59 +4%
IIC
1948
Integrated Investment Consultants
Michigan
$484K -$29.2K -87 -5%
SAM
1949
Strategy Asset Managers
California
$484K -$7.71K -23 -1%
TC
1950
Trilogy Capital
California
$484K -$10.1K -30 -2%

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.