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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
FFIC
2151
First Fiduciary Investment Counsel
Ohio
$374K -$32.5K -97 -7%
MSCM
2152
McElhenny Sheffield Capital Management
Texas
$374K -$335 -1 -0.1%
GRWP
2153
Green Ridge Wealth Planning
New Jersey
$371K -$1.68K -5 -0.4%
AWAG
2154
ARS Wealth Advisors Group
Florida
$371K +$72.8K +217 +22%
ACA
2155
Ascension Capital Advisors
Texas
$370K +$410K +1,224 New
APA
2156
Astoria Portfolio Advisors
New York
$369K -$31.5K -94 -8%
GAMC
2157
Garner Asset Management Corp
Texas
$369K -$17.4K -52 -4%
EIM
2158
Essex Investment Management
Massachusetts
$369K -$921K -2,746 -69%
SSG
2159
Summit Securities Group
New York
$368K -$162K -482 -28%
HPM
2160
Hoxton Planning & Management
West Virginia
$368K -$9.05K -27 -2%
WQ
2161
Wealth Quarterback
New Jersey
$368K
OBGC
2162
O'Brien Greene & Co
Pennsylvania
$368K -$9.39K -28 -2%
FCM
2163
Firestone Capital Management
Florida
$368K -$3.35K -10 -0.8%
FAMI
2164
Fideuram Asset Management (Ireland)
$366K -$1.43M -4,258 -80%
ECA
2165
Elevated Capital Advisors
Utah
$365K -$6.71K -20 -2%
SMWM
2166
Silvia McColl Wealth Management
California
$365K
VC
2167
Vicus Capital
Pennsylvania
$365K -$102K -304 -20%
JF
2168
Joule Financial
Kentucky
$364K
LI
2169
Lafayette Investments
Maryland
$364K +$76.4K +228 +23%
FGWP
2170
Founders Grove Wealth Partners
Virginia
$363K -$46.3K -138 -10%
AP
2171
Anchyra Partners
Georgia
$363K +$5.03K +15 +1%
NA
2172
Navellier & Associates
Nevada
$363K -$20.5K -61 -5%
MBTD
2173
Mechanics Bank - Trust Department
California
$363K -$20.1K -60 -5%
CSB
2174
City State Bank
Iowa
$363K -$7.71K -23 -2%
OFG
2175
Omega Financial Group
California
$363K -$6.04K -18 -1%

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.