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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
ODIJL
2251
One Day In July LLC
Vermont
$323K -$10.4K -31 -3%
CFS
2252
CRA Financial Services
New Jersey
$322K -$6.71K -20 -2%
AGWCA
2253
Annis Gardner Whiting Capital Advisors
Florida
$320K +$14.8K +44 +4%
VIM
2254
Vista Investment Management
Pennsylvania
$320K +$18.1K +54 +5%
EFG
2255
Ethos Financial Group
Pennsylvania
$320K +$21.8K +65 +7%
VFA
2256
Voya Financial Advisors
Connecticut
$319K -$21.5K -64 -6%
CPC
2257
Congress Park Capital
New York
$319K +$136K +405 +63%
BWP
2258
Burling Wealth Partners
Illinois
$318K -$1.34K -4 -0.4%
NF
2259
Nikulski Financial
Iowa
$318K +$352K +1,051 New
NQWM
2260
Northwest Quadrant Wealth Management
Oregon
$317K +$671 +2 +0.2%
SW
2261
SMART Wealth
Nebraska
$317K +$63K +188 +22%
SHJ
2262
Sharkey, Howes & Javer
Colorado
$317K -$91.5K -273 -21%
KJWM
2263
Kiley Juergens Wealth Management
Washington
$317K +$351K +1,047 New
AMG
2264
Advisors Management Group
Wisconsin
$316K -$56K -167 -14%
RWA
2265
Rooted Wealth Advisors
Illinois
$316K +$33.9K +101 +12%
PCM
2266
Park Capital Management
Wisconsin
$315K -$1.68K -5 -0.5%
CAM
2267
Clark Asset Management
New Hampshire
$315K +$20.1K +60 +6%
RBC
2268
Roble Belko & Company
Pennsylvania
$315K
CIP
2269
Convergence Investment Partners
Florida
$315K -$15.8K -47 -4%
VCM
2270
Vivaldi Capital Management
Illinois
$314K -$12.4K -37 -3%
BWA
2271
Bestgate Wealth Advisors
Maryland
$313K -$16.1K -48 -4%
WCM
2272
Wedge Capital Management
North Carolina
$313K +$48.3K +144 +16%
ML
2273
Mayport LLC
Massachusetts
$313K -$26.5K -79 -7%
AA
2274
Alesco Advisors
New York
$312K
AWM
2275
Accel Wealth Management
Iowa
$312K -$12.4K -37 -3%

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.