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
PAM
2401
PVG Asset Management
Colorado
$262K -$1.68K -5 -0.6%
WFMPM
2402
Woodley Farra Manion Portfolio Management
Indiana
$262K -$6.04K -18 -2%
GHA
2403
Granite Harbor Advisors
Texas
$262K +$7.04K +21 +2%
BBES
2404
Buffalo Business & Estate Services
New York
$261K -$93.5K -279 -24%
SRL
2405
Scientech Research LLC
New Jersey
$261K +$289K +862 New
BFM
2406
Boothbay Fund Management
New York
$260K +$288K +860 New
PWM
2407
Parkway Wealth Management
Texas
$260K -$525K -1,567 -66%
DP
2408
Dearborn Partners
Illinois
$260K -$3.02K -9 -1%
WPA
2409
Winning Points Advisors
Florida
$260K
CCAL
2410
City Center Advisors LLC
Michigan
$259K +$10.7K +32 +4%
GPW
2411
Genesis Private Wealth
Virginia
$258K +$13.1K +39 +5%
FVWA
2412
Foster Victor Wealth Advisors
South Carolina
$258K +$18.8K +56 +8%
Verition Fund Management
2413
Verition Fund Management
Connecticut
$258K -$1.71M -5,100 -86%
HFS
2414
Hopwood Financial Services
Virginia
$258K -$20.8K -62 -7%
PWC
2415
Pathfinder Wealth Consulting
North Carolina
$258K
SDWMA
2416
Schneider Downs Wealth Management Advisors
Pennsylvania
$257K -$19.8K -59 -6%
GB
2417
Goepper Burkhardt
South Carolina
$257K
TFM
2418
TFC Financial Management
Massachusetts
$257K
SAM
2419
Simplify Asset Management
Nevada
$256K -$73.4K -219 -21%
BWS
2420
Broadway Wealth Solutions
Texas
$256K
HCM
2421
Hengehold Capital Management
Ohio
$255K
CAM
2422
CenterStar Asset Management
Illinois
$255K +$283K +844 New
PG
2423
Prostatis Group
Maryland
$255K -$13.4K -40 -5%
CPWL
2424
Coquina Private Wealth LLC
Florida
$254K -$42.9K -128 -13%
FMII
2425
Farmers & Merchants Investments Inc
Nebraska
$254K -$33.9K -101 -11%

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.