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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
RWP
1976
Revolve Wealth Partners
New Jersey
$470K +$31.2K +93 +6%
LI
1977
LMCG Investments
Massachusetts
$469K -$1.68K -5 -0.3%
LCGC
1978
Legacy Capital Group California
California
$468K -$135K -403 -21%
EWA
1979
Exencial Wealth Advisors
Oklahoma
$467K +$38.2K +114 +8%
PWM
1980
Pines Wealth Management
North Carolina
$466K -$93.9K -280 -15%
RFA
1981
Reyes Financial Architecture
California
$466K -$51.3K -153 -9%
DAM
1982
Delta Asset Management
Tennessee
$465K
VGDSS
1983
VUB Generali dochodkova spravcovska spolocnost
$465K -$213K -634 -29%
IRC
1984
Investors Research Corp
Georgia
$464K +$3.35K +10 +0.7%
TFA
1985
Toth Financial Advisory
Virginia
$464K -$335 -1 -0.1%
AA
1986
Acorns Advisers
California
$463K +$131K +391 +34%
BIM
1987
Barton Investment Management
Pennsylvania
$461K -$6.37K -19 -1%
BCFD
1988
Boit C.F. David
$461K
CA
1989
Commerce Advisors
Tennessee
$461K +$511K +1,525 New
LAM
1990
LECAP Asset Management
United Kingdom
$461K +$511K +1,523 New
BEW
1991
Burton Enright Welch
California
$460K +$61.4K +183 +14%
HWMO
1992
Heritage Wealth Management (Ohio)
Ohio
$459K -$37.2K -111 -7%
OCM
1993
Osterweis Capital Management
California
$458K -$3.35K -10 -0.7%
OC
1994
Optima Capital
Oregon
$457K -$1.68K -5 -0.3%
MCM
1995
MV Capital Management
Maryland
$457K -$1.68K -5 -0.3%
EA
1996
Enclave Advisors
Texas
$456K -$696K -2,077 -58%
WPW
1997
Waldron Private Wealth
Pennsylvania
$456K +$38.2K +114 +8%
GI
1998
Gradient Investments
Minnesota
$456K -$17.4K -52 -3%
FMLI
1999
Fukoku Mutual Life Insurance
Japan
$455K -$394K -1,176 -44%
MA
2000
MJP Associates
Connecticut
$454K -$464K -1,384 -48%

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.