We are live on ! Find out more
AXP icon

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
SSA
2176
Shepherd Street Advisors
California
$363K
AIP
2177
Avail Investment Partners
Pennsylvania
$360K +$399K +1,190 New
BDF
2178
Black Diamond Financial
Maryland
$360K +$35.5K +106 +10%
OC
2179
Opinicus Capital
Florida
$359K +$38.6K +115 +11%
AWA
2180
AGH Wealth Advisors
Kansas
$358K -$1.34K -4 -0.3%
NFG
2181
Nadler Financial Group
Illinois
$356K -$52.3K -156 -12%
TCPG
2182
Trivant Custom Portfolio Group
California
$356K +$394K +1,176 New
MIM
2183
Montgomery Investment Management
Maryland
$355K
RPWA
2184
Regent Peak Wealth Advisors
Georgia
$355K -$23.1K -69 -6%
EGA
2185
E&G Advisors
Texas
$355K +$7.04K +21 +2%
PPWM
2186
PFG Private Wealth Management
Florida
$355K +$19.1K +57 +5%
CF
2187
Claris Financial
Virginia
$355K +$671 +2 +0.2%
IB
2188
Intrust Bank
Kansas
$354K +$76.1K +227 +24%
NDBT
2189
North Dallas Bank & Trust
Texas
$353K -$50.3K -150 -11%
SFS
2190
Sharp Financial Services
Pennsylvania
$353K +$392K +1,168 New
NA
2191
Nautilus Advisors
California
$353K -$97.6K -291 -20%
SIC
2192
Samalin Investment Counsel
New York
$353K +$671 +2 +0.2%
CG
2193
Clifford Group
Massachusetts
$353K +$10.1K +30 +3%
ISS
2194
Intesa Sanpaolo SpA.
Italy
$352K +$391K +1,165 New
BCM
2195
Berbice Capital Management
New York
$352K
EWA
2196
Encompass Wealth Advisors
Oregon
$352K +$671 +2 +0.2%
PIP
2197
Peachtree Investment Partners
Florida
$352K -$112K -335 -22%
TA
2198
TruWealth Advisors
Louisiana
$351K +$19.8K +59 +5%
AWA
2199
Alta Wealth Advisors
Massachusetts
$351K +$2.35K +7 +0.6%
KIG
2200
Kennedy Investment Group
New Jersey
$349K +$167K +499 +76%

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.