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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
JJBC
2201
James J. Burns & Company
New York
$349K -$67.1K -200 -15%
NWM
2202
Northwest Wealth Management
Iowa
$348K +$1.34K +4 +0.3%
MIC
2203
Means Investment Company
Maine
$348K -$9.72K -29 -2%
LSWP
2204
Liberty Square Wealth Partners
Pennsylvania
$348K +$1.68K +5 +0.4%
PCWA
2205
Pacific Capital Wealth Advisors
California
$347K +$6.04K +18 +2%
WAG
2206
Winthrop Advisory Group
Massachusetts
$345K -$62.4K -186 -14%
VCP
2207
Vista Capital Partners
Oregon
$345K -$4.02K -12 -1%
DOA
2208
D'Orazio & Associates
Virginia
$344K -$20.1K -60 -5%
SSWM
2209
Strait & Sound Wealth Management
California
$344K
TWP
2210
Triad Wealth Partners
Kansas
$344K +$4.36K +13 +1%
OCWP
2211
Owl Creek Wealth Partners
Colorado
$343K +$381K +1,135 New
UWP
2212
Uniting Wealth Partners
Kansas
$343K +$9.05K +27 +2%
SCM
2213
Schnieders Capital Management
California
$342K -$71.1K -212 -16%
HI
2214
Hudock Inc
Pennsylvania
$342K
SW
2215
Solidarity Wealth
Utah
$341K +$33.5K +100 +10%
GS
2216
GWN Securities
Florida
$341K +$122K +365 +48%
UFA
2217
Uptown Financial Advisors
Texas
$341K
CTA
2218
Colonial Trust Advisors
South Carolina
$341K
EFG
2219
Ehrlich Financial Group
California
$340K -$4.69K -14 -1%
SPAS
2220
Spectrum Planning & Advisory Services
California
$339K +$16.8K +50 +5%
WF
2221
Willow Financial
Arkansas
$338K -$11.4K -34 -3%
CWA
2222
Canvas Wealth Advisors
Kansas
$338K +$97.6K +291 +35%
MF
2223
Manchester Financial
California
$337K -$26.5K -79 -7%
TFA
2224
Transamerica Financial Advisors
Florida
$337K +$201K +600 +117%
BSSFA
2225
Baron Silver Stevens Financial Advisors
Florida
$335K -$113K -337 -23%

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.