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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
HI
2001
HBK Investments
Texas
$454K +$503K +1,501 New
MUAMU
2002
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$454K -$838K -2,500 -63%
CA
2003
CSM Advisors
Pennsylvania
$454K -$43.6K -130 -8%
PAS
2004
Professional Advisory Services
Florida
$454K
AAIM
2005
Asset Advisors Investment Management
Georgia
$454K
WA1
2006
Wimmer Associates 1
California
$454K
TNA
2007
True North Advisors
Texas
$452K -$68.1K -203 -12%
HFS
2008
Howard Financial Services
Texas
$452K +$13.1K +39 +3%
AA
2009
Aire Advisors
California
$451K +$4.02K +12 +0.8%
CIA
2010
Compass Ion Advisors
Pennsylvania
$451K -$671 -2 -0.1%
SCA
2011
Sandy Cove Advisors
Massachusetts
$451K +$2.01K +6 +0.4%
SWR
2012
Spahn Wealth & Retirement
Arizona
$450K
PWA
2013
Physician Wealth Advisors
Utah
$447K -$25.5K -76 -5%
PFW
2014
Petros Family Wealth
Minnesota
$447K -$166K -494 -25%
CPA
2015
Capital Performance Advisors
California
$447K +$21.8K +65 +5%
AWA
2016
Amplius Wealth Advisors
Pennsylvania
$446K -$5.03K -15 -1%
DWM
2017
Drive Wealth Management
Utah
$446K -$2.01K -6 -0.4%
YDMI
2018
Y.D. More Investments
Israel
$446K +$114K +340 +30%
LC
2019
LCNB Corp
Ohio
$446K +$27.2K +81 +6%
FBFS
2020
First Business Financial Services
Wisconsin
$445K
OL
2021
OneFund LLC
Florida
$445K -$47.3K -141 -9%
WFI
2022
West Family Investments
California
$444K -$213K -635 -30%
OL
2023
Optas LLC
Texas
$444K -$178K -531 -27%
JIP
2024
Jaffetilchin Investment Partners
Florida
$443K -$14.4K -43 -3%
IA
2025
Invested Advisors
Pennsylvania
$443K +$3.35K +10 +0.7%

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.