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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
OIS
2101
OneAscent Investment Solutions
Alabama
$400K +$335 +1 +0.1%
T
2102
TrustBank
Illinois
$399K
CAL
2103
Capital Advisors Ltd
Ohio
$399K
KFAS
2104
Keating Financial Advisory Services
Kansas
$399K -$795K -2,371 -64%
PGAM
2105
Princeton Global Asset Management
New Jersey
$398K +$36.5K +109 +9%
TIM
2106
Tortoise Investment Management
New York
$397K +$13.1K +39 +3%
KP
2107
Kitching Partners
Pennsylvania
$396K +$40.2K +120 +10%
MFPI
2108
Midwest Financial Partners Investments
Minnesota
$395K +$62K +185 +16%
HKAM
2109
Horizon Kinetics Asset Management
New York
$395K +$212K +631 +93%
MPIA
2110
Mountain Pacific Investment Advisers
Idaho
$395K -$67.1K -200 -13%
AFT
2111
Alpha Family Trust
California
$395K
HAS
2112
HBW Advisory Services
California
$393K -$26.2K -78 -6%
RIA
2113
Regal Investment Advisors
Michigan
$393K -$56K -167 -11%
LWIC
2114
Leith Wheeler Investment Counsel
British Columbia, Canada
$393K
HIIFS
2115
Harel Insurance Investments & Financial Services
Israel
$393K +$96.9K +289 +29%
Acadian Asset Management
2116
Acadian Asset Management
Massachusetts
$392K -$54.7K -163 -11%
MHR
2117
Matthew Hamilton Rosenberg
$392K +$5.37K +16 +1%
VWM
2118
Vigilare Wealth Management
Arizona
$391K
1WM
2119
1900 Wealth Management
Texas
$390K +$9.72K +29 +2%
SAA
2120
Southeast Asset Advisors
Georgia
$389K +$671 +2 +0.2%
BCM
2121
BTC Capital Management
Iowa
$388K -$9.39K -28 -2%
APW
2122
Aurora Private Wealth
New Jersey
$387K -$34.5K -103 -9%
4WM
2123
4J Wealth Management
Virginia
$387K
PIN
2124
Prudent Investors Network
California
$386K
SMC
2125
Smith, Moore & Co
Missouri
$386K -$145K -432 -25%

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.