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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
OCM
2426
Orion Capital Management
California
$254K -$33.5K -100 -11%
NWM
2427
Navigate Wealth Management
Alabama
$254K +$258K +770 New
FC
2428
Financial Council
Maryland
$253K
IF
2429
IRON Financial
Illinois
$253K +$10.4K +31 +4%
IAS
2430
Integrity Advisory Solutions
Texas
$252K -$15.8K -47 -5%
HGWM
2431
Horst & Graben Wealth Management
Oregon
$252K +$1.68K +5 +0.6%
CFS
2432
Commonwealth Financial Services
West Virginia
$252K +$44.6K +133 +19%
RB
2433
Renasant Bank
Mississippi
$252K +$34.2K +102 +14%
AMPWP
2434
Alvarez & Marsal Private Wealth Partners
Florida
$252K +$279K +833 New
DF
2435
DecisionPoint Financial
Arizona
$252K +$671 +2 +0.2%
1832 Asset Management
2436
1832 Asset Management
Ontario, Canada
$252K -$156M -464,007 -100%
FHC
2437
First Heartland Consultants
Missouri
$252K -$13.4K -40 -5%
VW
2438
Vance Wealth
California
$252K +$11.7K +35 +4%
WAM
2439
Weatherly Asset Management
California
$251K
BW
2440
BXM Wealth
Colorado
$251K -$10.5M -31,347 -97%
IBOK
2441
Independence Bank of Kentucky
Kentucky
$250K -$16.8K -50 -6%
OSNBOA
2442
Old Second National Bank of Aurora
Illinois
$249K
WG
2443
Warner Group
Connecticut
$249K +$335 +1 +0.1%
SGWP
2444
Sun Group Wealth Partners
California
$248K +$83.8K +250 +44%
TIP
2445
Tandem Investment Partners
New Jersey
$248K
TA
2446
Tactive Advisors
Florida
$247K
FNB
2447
Farmers National Bank
Kentucky
$247K
AFA
2448
Antonelli Financial Advisors
Michigan
$247K
PAM
2449
PCG Asset Management
New Jersey
$247K +$33.5K +100 +14%
SWM
2450
Shrier Wealth Management
California
$246K -$24.1K -72 -8%

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.