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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
FC
2376
Financial Consulate
Maryland
$269K -$671 -2 -0.2%
FH
2377
FWG Holdings
Florida
$269K
PFG
2378
Prosperity Financial Group
California
$269K +$26.8K +80 +10%
WMA
2379
Wealth Management Associates
New Jersey
$268K
FA
2380
FDx Advisors
Illinois
$268K -$3.35K -10 -1%
GPI
2381
General Partner Inc
Pennsylvania
$268K -$16.8K -50 -5%
AWA
2382
Argos Wealth Advisors
California
$268K
SG
2383
Strid Group
Pennsylvania
$268K
KA
2384
KLCM Advisors
Wisconsin
$267K +$8.38K +25 +3%
LSA
2385
L & S Advisors
California
$267K -$5.84M -17,431 -95%
MSWM
2386
Mowery & Schoenfeld Wealth Management
Illinois
$265K -$2.35K -7 -0.8%
DC
2387
DeDora Capital
California
$265K +$2.68K +8 +0.9%
MGWM
2388
Marks Group Wealth Management
Minnesota
$265K +$50.6K +151 +21%
TC
2389
Tannin Capital
North Carolina
$265K
KWM
2390
Kingsman Wealth Management
Florida
$264K +$671 +2 +0.2%
CB
2391
CNB Bank
Pennsylvania
$264K -$8.05K -24 -3%
FWP
2392
Falcon Wealth Planning
California
$264K +$292K +872 New
CWAG
2393
Compton Wealth Advisory Group
Virginia
$263K
LK
2394
Lumbard & Kellner
New Hampshire
$263K
FNWM
2395
Financial Network Wealth Management
Utah
$263K -$671 -2 -0.2%
AW
2396
Atlas Wealth
Ohio
$263K -$21.8K -65 -7%
PWP
2397
Ponta Wealth Partners
Florida
$263K +$59.3K +177 +26%
OBWG
2398
Onyx Bridge Wealth Group
New York
$263K +$10.1K +30 +4%
GWM
2399
GSB Wealth Management
Connecticut
$262K -$2.68K -8 -0.9%
BG
2400
Bollard Group
Massachusetts
$262K +$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.