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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
GWM
2326
Greenwich Wealth Management
Connecticut
$290K -$44.3K -132 -12%
PRP
2327
Peak Retirement Planning
Ohio
$290K +$24.8K +74 +8%
CWA
2328
CJM Wealth Advisers
Virginia
$289K -$2.01K -6 -0.6%
FCA
2329
FLC Capital Advisors
California
$289K -$335 -1 -0.1%
BA
2330
Bellwether Advisors
Nebraska
$289K -$18.4K -55 -5%
FFP
2331
FourThought Financial Partners
Florida
$287K +$1.34K +4 +0.4%
BFG
2332
Bouchey Financial Group
New York
$287K -$65.4K -195 -18%
IAG
2333
Investment Advisory Group
Massachusetts
$287K +$671 +2 +0.2%
CPSAC
2334
Chas P. Smith & Associates (CPS)
Florida
$287K
AWAU
2335
Alliance Wealth Advisors (Utah)
Utah
$286K -$63.7K -190 -17%
HA
2336
HC Advisors
Georgia
$286K -$1.01K -3 -0.3%
HG
2337
Harbor Group
New Hampshire
$285K +$335 +1 +0.1%
MCM
2338
Monument Capital Management
Virginia
$284K -$9.72K -29 -3%
SSA
2339
South Street Advisors
New York
$284K
WIM
2340
Westside Investment Management
California
$284K
JWM
2341
JGP Wealth Management
Oregon
$283K +$5.7K +17 +2%
RFN
2342
Redwood Financial Network
Ohio
$283K +$71.8K +214 +30%
SIC
2343
Sterling Investment Counsel
New York
$283K -$2.68K -8 -0.8%
RCG
2344
Ruane, Cunniff & Goldfarb
New York
$282K
NSAM
2345
North Star Asset Management
Wisconsin
$282K -$5.7K -17 -2%
PFA
2346
Perryman Financial Advisory
Texas
$282K +$70.4K +210 +29%
HCA
2347
Hyperion Capital Advisors
New York
$281K
SSC
2348
Syverson Strege & Co
Iowa
$281K -$13.1K -39 -4%
SWGC
2349
Summit Wealth Group (Colorado)
Colorado
$279K +$79.5K +237 +34%
SSWM
2350
Sheets Smith Wealth Management
North Carolina
$279K +$4.69K +14 +2%

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.