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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
NRC
2076
New Republic Capital
North Carolina
$412K -$257K -767 -36%
R
2077
Rebalance
California
$410K -$56.7K -169 -11%
AAG
2078
Armstrong Advisory Group
Massachusetts
$410K -$335 -1 -0.1%
CMP
2079
Coston McIsaac & Partners
Maine
$410K -$18.8K -56 -4%
LPT
2080
Legacy Private Trust
Wisconsin
$410K
AWM
2081
Austin Wealth Management
Texas
$409K -$50K -149 -10%
HWA
2082
HHM Wealth Advisors
Tennessee
$409K +$51K +152 +13%
AP
2083
Advisortrust Partners
North Carolina
$409K +$191K +571 +73%
KFI
2084
Key Financial Inc
Pennsylvania
$409K +$35.2K +105 +8%
MMHP
2085
Murphy Middleton Hinkle & Parker
Georgia
$408K +$453K +1,350 New
NAMP
2086
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$408K
OPA
2087
Old Port Advisors
Maine
$407K +$20.8K +62 +5%
SFG
2088
Shum Financial Group
California
$407K -$671 -2 -0.1%
GAM
2089
Groupama Asset Management
France
$407K +$81.1K +242 +22%
DS
2090
DRW Securities
Illinois
$407K -$1.53M -4,559 -77%
1CP
2091
17 Capital Partners
Arizona
$406K
SN
2092
Sittner & Nelson
Oregon
$406K
LOWM
2093
Laurel Oak Wealth Management
New Jersey
$405K +$21.8K +65 +5%
WG
2094
Wealth Group
North Carolina
$404K +$16.8K +50 +4%
WP
2095
WealthShield Partners
North Carolina
$404K +$1.68K +5 +0.4%
HFRG
2096
Houlihan Financial Resource Group
Virginia
$404K
MBC
2097
Michael Brady & Co
Ohio
$404K
APWA
2098
Atlas Private Wealth Advisors
New Jersey
$404K -$20.5K -61 -4%
WCFA
2099
Walkner Condon Financial Advisors
Wisconsin
$403K -$58K -173 -11%
PA
2100
Planning Alternatives
Michigan
$402K +$80.1K +239 +22%

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.