We are live on ! Find out more
AXP icon

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
WWM
2351
WT Wealth Management
Arizona
$279K
ACA
2352
Ackerman Capital Advisors
Texas
$278K
SCM
2353
Saxony Capital Management
Missouri
$278K +$18.4K +55 +6%
RPCONE
2354
Retirement Planning Company of New England
Rhode Island
$278K +$34.9K +104 +13%
SC
2355
Stephenson & Company
California
$278K
ACG
2356
Allen Capital Group
Nebraska
$278K +$5.7K +17 +2%
USWIA
2357
UP Strategic Wealth Investment Advisors
Pennsylvania
$278K +$6.71K +20 +2%
PEA
2358
Park Edge Advisors
Ohio
$277K +$78.8K +235 +34%
KIG
2359
Kessler Investment Group
Indiana
$277K -$58K -173 -16%
PMFA
2360
Plante Moran Financial Advisors
Michigan
$276K +$27.5K +82 +10%
AWS
2361
Alliance Wealth Strategies
Virginia
$276K
RMDI
2362
R.M. Davis Inc
Maine
$276K -$162K -482 -35%
SC
2363
Summa Corp
Texas
$275K +$33.5K +100 +12%
OWM
2364
Omnitrust Wealth Management
Florida
$275K -$12.7K -38 -4%
VIP
2365
Vista Investment Partners
Oklahoma
$275K -$20.5K -61 -6%
XWL
2366
XXI Wealth LLC
Illinois
$275K +$27.5K +82 +10%
EIA
2367
Edgemoor Investment Advisors
Maryland
$274K
KWA
2368
Kellett Wealth Advisors
Ohio
$274K -$63.7K -190 -17%
NBWM
2369
North Berkeley Wealth Management
California
$274K -$48.3K -144 -14%
PFA
2370
Plotkin Financial Advisors
Maryland
$273K +$48.6K +145 +19%
PWM
2371
Peck Wealth Management
New York
$272K -$40.9K -122 -12%
TF
2372
Talbot Financial
Washington
$272K
JCM
2373
Jacobsen Capital Management
Utah
$272K +$38.2K +114 +15%
PSCM
2374
Per Stirling Capital Management
Texas
$272K +$13.1K +39 +5%
OWA
2375
OakTrust Wealth Advisors
Connecticut
$270K -$2.01K -6 -0.7%

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.