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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
FA
2126
Fagan Associates
New York
$386K +$3.35K +10 +0.8%
FFBTD
2127
First Financial Bank - Trust Division
Ohio
$385K -$29.2K -87 -6%
GFPC
2128
Global Financial Private Client
Florida
$385K +$5.7K +17 +1%
EPP
2129
ETF Portfolio Partners
Kansas
$384K
SAM
2130
Summit Asset Management
Tennessee
$383K
JGC
2131
J. Goldman & Co
New York
$383K +$424K +1,265 New
MW
2132
Maia Wealth
Colorado
$382K -$3.35K -10 -0.8%
TCOTS
2133
Trust Company of the South
North Carolina
$381K -$25.8K -77 -6%
MCM
2134
Mainstream Capital Management
California
$381K -$2.35K -7 -0.6%
GWM
2135
Gibbs Wealth Management
Georgia
$380K +$157K +467 +59%
SCM
2136
Sterneck Capital Management
Missouri
$380K
SOW
2137
State of Wyoming
Wyoming
$380K -$72.1K -215 -15%
LW
2138
Libra Wealth
California
$380K
PA
2139
ProCore Advisors
California
$379K +$1.34K +4 +0.3%
IC
2140
Inscription Capital
Texas
$379K +$18.1K +54 +5%
RA
2141
Ruggaard & Associates
Ohio
$377K +$5.03K +15 +1%
ITG
2142
Index Technologies Group
New York
$377K +$1.01K +3 +0.2%
TLA
2143
Tanglewood Legacy Advisors
Texas
$377K
TP
2144
TritonPoint Partners
Maryland
$377K +$418K +1,247 New
CAM
2145
Claret Asset Management
Quebec, Canada
$377K +$5.03K +15 +1%
BWM
2146
Birchcreek Wealth Management
Ohio
$377K +$16.4K +49 +4%
SWA
2147
SFMG Wealth Advisors
Texas
$376K -$24.5K -73 -6%
CC
2148
Cornerstone Capital
California
$376K +$416K +1,242 New
BSAM
2149
Blue Square Asset Management
New York
$375K
BOPW
2150
Brandywine Oak Private Wealth
Pennsylvania
$374K -$2.35K -7 -0.6%

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.