We are live on ! Find out more
AXP icon

American Express

2,987 hedge funds and large institutions have $195B invested in American Express in 2026 Q2 according to their latest regulatory filings, with 258 funds opening new positions, 1,199 increasing their positions, 1,055 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 258 | Existing positions closed: 114

14% more repeat investments, than reductions

Existing positions increased: 1,199 | Existing positions reduced: 1,055

11% more capital invested

Capital invested by funds: $175B → $195B (+$19.9B)

6% more funds holding in top 10

Funds holding in top 10: 7175 (+4)

3% more funds holding

Funds holding: 2,8992,987 (+88)

8% more call options, than puts

Call options by funds: $2.59B | Put options by funds: $2.38B

0.05% more ownership

Funds ownership: 84.31%84.37% (+0.05%)

Holders
2,987
Holders Change
+88
Holders Change %
+3.04%
% of All Funds
36.1%
Holding in Top 10
75
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.63%
% of All Funds
0.91%
New
258
Increased
1,199
Reduced
1,055
Closed
114
Calls
$2.59B
Puts
$2.38B
Net Calls
+$202M
Net Calls Change
-$63.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MM
2651
MQS Management
New York
$211K -$327K -1,021 -62%
RIS
2652
Retirement Income Solutions
Michigan
$210K
PFA
2653
Professional Financial Advisors
Nebraska
$210K +$199K +620 New
BC
2654
Burney Company
Virginia
$209K +$198K +619 New
BWM
2655
BlackDiamond Wealth Management
New York
$209K +$197K +616 New
ARG
2656
Advisory Resource Group
Oklahoma
$209K +$198K +617 New
HP
2657
Hilltop Partners
Indiana
$208K +$197K +615 New
BFO
2658
Biltmore Family Office
North Carolina
$207K +$196K +613 New
RW
2659
Regimen Wealth
Georgia
$207K +$196K +611 New
WPA
2660
West Paces Advisors
Georgia
$207K +$196K +611 New
KBFS
2661
Kohmann Bosshard Financial Services
Ohio
$206K +$195K +609 New
SEP
2662
Southland Equity Partners
Missouri
$206K +$195K +609 New
CA
2663
Carson Advisory
Georgia
$206K +$195K +608 New
PC
2664
Permanens Capital
New York
$206K +$195K +608 New
CC
2665
Clearwave Capital
California
$206K +$195K +608 New
VEM
2666
Vann Equity Management
Texas
$205K +$194K +607 New
AT
2667
Arlington Trust
Alabama
$205K +$13.8K +43 +8%
SCA
2668
Sensenig Capital Advisors
Pennsylvania
$205K +$194K +607 New
RIAS
2669
Rachor Investment Advisory Services
Michigan
$205K +$640 +2 +0.3%
LWM
2670
Lionshead Wealth Management
New York
$205K +$194K +606 New
NC
2671
NewSquare Capital
Pennsylvania
$205K +$194K +605 New
KTC
2672
Kentucky Trust Company
Kentucky
$205K
HBS
2673
Howard Bailey Securities
Indiana
$204K +$193K +604 New
FFC
2674
Frederick Financial Consultants
Maryland
$204K +$193K +604 New
CCP
2675
Carmel Capital Partners
California
$204K +$193K +604 New

AXP Hedge Fund Activity: Q2 2026 in Review

2,987 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q2 2026, worth a combined $195B — up 11% from $175B a quarter earlier.

Buyers outnumbered sellers: 258 funds opened new AXP positions and 114 closed out — a net gain of 144 holders — while 1,199 added to existing stakes and 1,055 trimmed.

The largest buyer was Vanguard Capital Management, adding an estimated $706M. The largest seller was Fidelity Investments, cutting an estimated $1.04B.

  • 2,987 institutional investors held American Express (AXP) as of Q2 2026, up from 2,899 in Q1 2026.
  • Funds reported $195B of American Express stock for Q2 2026, up 11% quarter-over-quarter.
  • 258 funds opened new American Express positions in Q2 2026 and 114 closed out, a net change of +144 holders.
  • The largest American Express buyer in Q2 2026 was Vanguard Capital Management, an estimated $706M added.
  • The largest American Express seller in Q2 2026 was Fidelity Investments, an estimated $1.04B sold.

Based on aggregated 13F filings for Q2 2026.