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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
PAM
1951
Paradigm Asset Management
New York
$484K
LJCM
1952
Lee Johnson Capital Management
Texas
$483K -$4.94M -14,743 -90%
ICP
1953
Impact Capital Partners
Colorado
$482K +$10.4K +31 +2%
GC
1954
GatePass Capital
Ohio
$482K +$534K +1,593 New
SWM
1955
Silverlake Wealth Management
Vermont
$482K -$8.05K -24 -1%
ISFAN
1956
Investor's Fiduciary Advisor Network
Washington
$481K -$37.6K -112 -7%
LC
1957
Lavaca Capital
Texas
$481K +$335K +1,000 +169%
CPC
1958
Consolidated Planning Corp
Georgia
$479K -$1.01K -3 -0.2%
OF
1959
Optimize Financial
California
$479K +$530K +1,582 New
KPWG
1960
KFA Private Wealth Group
Virginia
$478K -$6.37K -19 -1%
RWP
1961
Ridgecrest Wealth Partners
California
$478K
NC
1962
North Capital
Utah
$477K +$6.71K +20 +1%
S
1963
Sunpointe
Missouri
$476K -$86.5K -258 -14%
CAM
1964
CPA Asset Management
Florida
$475K
FFA
1965
Fragasso Financial Advisors
Pennsylvania
$475K -$16.8K -50 -3%
APIM
1966
Agate Pass Investment Management
Washington
$475K
WAM
1967
Walker Asset Management
Missouri
$474K +$21.1K +63 +4%
KFA
1968
Kapstone Financial Advisors
Ohio
$473K +$87.2K +260 +20%
MSWA
1969
Marshall & Sterling Wealth Advisors
New York
$472K -$81.5K -243 -13%
GIPW
1970
Granite Islands Private Wealth
Connecticut
$471K +$1.34K +4 +0.3%
EDRH
1971
Edmond de Rothschild Holding
Switzerland
$471K +$168K +500 +47%
SI
1972
Severin Investments
Missouri
$471K +$522K +1,557 New
FBC
1973
Fairfield, Bush & Co
Connecticut
$470K
OL
1974
Owen LaRue
Kentucky
$470K +$521K +1,554 New
AWP
1975
Accretive Wealth Partners
New Jersey
$470K +$33.2K +99 +7%

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.