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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
TNAM
2051
Terra Nova Asset Management
New York
$424K +$1.01K +3 +0.2%
CAAS
2052
Capital Asset Advisory Services
Michigan
$424K +$23.8K +71 +6%
PMSA
2053
Patrick M. Sweeney & Associates
Illinois
$424K +$5.03K +15 +1%
EM
2054
ELCO Management
New York
$423K
MFS
2055
Mirabella Financial Services
United Kingdom
$423K +$469K +1,399 New
BPW
2056
BlueDoor Private Wealth
Massachusetts
$423K +$2.01K +6 +0.4%
WI
2057
WrapManager Inc
California
$421K +$12.4K +37 +3%
WTB
2058
Washington Trust Bank
Washington
$420K
CS
2059
Capital Square
Tennessee
$418K +$50.3K +150 +13%
BP
2060
BBR Partners
New York
$418K +$41.9K +125 +10%
OA
2061
Oasis Advisors
Iowa
$418K +$465K +1,386 New
SL
2062
Summitry LLC
California
$418K +$264K +786 +132%
WCA
2063
Westover Capital Advisors
Delaware
$417K -$6.71K -20 -1%
PCP
2064
Proficio Capital Partners
Massachusetts
$416K -$335 -1 -0.1%
FDDB
2065
Fidelity D&D Bancorp
Pennsylvania
$416K -$24.1K -72 -5%
WDC
2066
Woodward Diversified Capital
California
$416K -$15.1K -45 -3%
PHM
2067
Prospect Hill Management
New Jersey
$416K -$210K -625 -31%
FAM
2068
Formidable Asset Management
Ohio
$415K
FOA
2069
Five Oceans Advisors
California
$415K -$4.36K -13 -0.9%
CFG
2070
Carter Financial Group
Illinois
$415K -$10.4K -31 -2%
JWBC
2071
J.W. Burns & Co
New York
$415K -$9.72K -29 -2%
GA
2072
Greenspring Advisors
Maryland
$414K -$11.1K -33 -2%
SH
2073
SLT Holdings
Arizona
$413K -$294K -877 -39%
KOC
2074
Koss-Olinger Consulting
Florida
$413K -$41.2K -123 -8%
CAG
2075
Centerpoint Advisory Group
Kansas
$413K

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.