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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
FFA
2226
Fi3 Financial Advisors
Indiana
$335K +$38.6K +115 +12%
APW
2227
Acima Private Wealth
Virginia
$333K
EV
2228
EJMK Ventures
Illinois
$332K -$7.38K -22 -2%
FBT
2229
First Bankers Trust
Kentucky
$332K +$34.5K +103 +10%
NAMNJ
2230
NorthStar Asset Management (New Jersey)
New Jersey
$331K +$671 +2 +0.2%
SHGA
2231
Sand Hill Global Advisors
California
$331K +$39.6K +118 +12%
GIA
2232
Guyasuta Investment Advisors
Pennsylvania
$329K +$4.02K +12 +1%
RAM
2233
Redmond Asset Management
Virginia
$329K
GRR
2234
Golden Reserve Retirement
Ohio
$329K +$168K +501 +85%
HC
2235
Hamilton Capital
Ohio
$329K -$96.6K -288 -21%
CIAS
2236
CFS Investment Advisory Services
New Jersey
$329K +$2.68K +8 +0.8%
CL
2237
COWA LLC
Oklahoma
$328K -$6.71K -20 -2%
SFP
2238
Shepherd Financial Partners
Massachusetts
$326K +$3.35K +10 +0.9%
ESC
2239
Eurizon SLJ Capital
$326K -$174K -520 -33%
NFP
2240
Narus Financial Partners
Utah
$326K +$34.2K +102 +10%
PWP
2241
Perfromance Wealth Partners
Illinois
$325K
ISWM
2242
Independent Solutions Wealth Management
New York
$325K
FPB
2243
First PREMIER Bank
South Dakota
$325K
PCMC
2244
Paragon Capital Management (Colorado)
Colorado
$325K
APG
2245
Abacus Planning Group
South Carolina
$325K -$44.9K -134 -11%
CIA
2246
Caerus Investment Advisors
Texas
$324K +$24.1K +72 +7%
JFGIW
2247
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$324K +$75.8K +226 +27%
PCA
2248
Providence Capital Advisors
North Carolina
$324K -$11.1K -33 -3%
MC
2249
Middleton & Co
Massachusetts
$324K -$5.03K -15 -1%
BWFA
2250
Baltimore-Washington Financial Advisors
Maryland
$324K +$41.9K +125 +13%

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.