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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
CA
2276
Cornerstone Advisory
Maryland
$312K +$4.69K +14 +1%
JTWM
2277
Jackson Thornton Wealth Management
Alabama
$312K +$128K +382 +62%
AFM
2278
Aspetuck Financial Management
Connecticut
$312K
SAM
2279
Stembrook Asset Management
New Jersey
$311K
CPWA
2280
Cerro Pacific Wealth Advisors
California
$310K +$55.7K +166 +19%
WP
2281
WealthPLAN Partners
Nebraska
$310K +$42.9K +128 +14%
NAAA
2282
New Age Alpha Advisors
New York
$310K -$6.75M -20,145 -95%
CC
2283
Centiva Capital
New York
$309K +$343K +1,022 New
MAWCM
2284
Mine & Arao Wealth Creation & Management
California
$307K
VC
2285
Veery Capital
Delaware
$307K -$1.68K -5 -0.5%
BWM
2286
Buckley Wealth Management
Nevada
$306K
LI
2287
LRI Investments
Florida
$306K +$143K +426 +73%
AAMG
2288
AMG Asset Management Group
Georgia
$306K +$339K +1,012 New
EBSAM
2289
Eubel Brady & Suttman Asset Management
Ohio
$306K +$29.5K +88 +10%
WMP
2290
Wealth Management Partners
Arizona
$306K +$335 +1 +0.1%
ACM
2291
Aurdan Capital Management
Pennsylvania
$306K +$3.35K +10 +1%
PWM
2292
Partnership Wealth Management
Maryland
$305K -$395K -1,178 -54%
FISPB
2293
Fideuram - Intesa Sanpaolo Private Banking
$305K +$174K +519 +106%
OWM
2294
Orca Wealth Management
Florida
$304K +$335 +1 +0.1%
AFW
2295
Avantra Family Wealth
Pennsylvania
$304K
IAAG
2296
Innovative Asset Advisors Group
Connecticut
$304K +$337K +1,005 New
AGA
2297
Arkos Global Advisors
Texas
$304K +$10.1K +30 +3%
GGI
2298
Godsey & Gibb Inc
Virginia
$304K -$14.1K -42 -4%
IIA
2299
IPG Investment Advisors
California
$303K -$77.8K -232 -19%
MIM
2300
Meridiem Investment Management
United Kingdom
$303K

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.