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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
GJIA
2301
Glass Jacobson Investment Advisors
Maryland
$302K
BOA
2302
Birnam Oak Advisors
New York
$302K +$335K +1,000 New
SCM
2303
Stonebridge Capital Management
California
$302K +$335K +1,000 New
SA
2304
Sovran Advisors
California
$302K -$335 -1 -0.1%
PWAM
2305
Pinnacle West Asset Management
Wyoming
$302K
BWM
2306
Baron Wealth Management
Michigan
$301K -$37.9K -113 -10%
CCG
2307
Catalina Capital Group
California
$301K +$4.02K +12 +1%
NEWAS
2308
N.E.W. Advisory Services
Wisconsin
$301K -$94.9K -283 -22%
XPN
2309
XY Planning Network
Montana
$301K +$43.3K +129 +15%
HWA
2310
Heartwood Wealth Advisors
Virginia
$300K
AIA
2311
Allied Investment Advisors
Montana
$299K
CAWM
2312
Capital Advisors Wealth Management
Washington
$298K +$335 +1 +0.1%
HT
2313
Headlands Technologies
Illinois
$298K -$1.06M -3,175 -76%
BWP
2314
Barlow Wealth Partners
Kentucky
$297K
SI
2315
Seeds Investor
New York
$297K +$50.6K +151 +20%
NF
2316
NavPoint Financial
Minnesota
$297K
ATI
2317
Act Two Investors
California
$296K
FNT
2318
First Nebraska Trust
Nebraska
$295K
EWM
2319
EPG Wealth Management
Georgia
$294K +$335 +1 +0.1%
RFM
2320
Royal Fund Management
Florida
$294K -$1.01K -3 -0.3%
GPA
2321
Garrison Point Advisors
California
$293K
CAC
2322
Certified Advisory Corp
Florida
$293K +$7.04K +21 +2%
NCTC
2323
New Covenant Trust Company
Indiana
$292K +$71.8K +214 +28%
GSWA
2324
Good Steward Wealth Advisors
Tennessee
$291K +$15.1K +45 +5%
WP
2325
WealthSpring Partners
California
$291K +$335 +1 +0.1%

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.