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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
GWL
2676
Generations Wealth LLC
Ohio
$204K +$193K +604 New
AW
2677
Avion Wealth
Texas
$204K +$7.04K +22 +4%
WSWA
2678
Warren Street Wealth Advisors
California
$204K +$193K +602 New
WBC
2679
West Branch Capital
Massachusetts
$203K -$608K -1,898 -76%
SC
2680
Summa Corp
Texas
$203K -$99.3K -310 -34%
1IA
2681
1620 Investment Advisors
Massachusetts
$203K
MS
2682
Monetary Solutions
Ohio
$203K
AMIM
2683
Aull & Monroe Investment Management
Alabama
$203K +$192K +600 New
CP
2684
Capital Planning
Washington
$203K +$192K +600 New
MCWS
2685
McKinley Carter Wealth Services
West Virginia
$203K +$192K +600 New
OIC
2686
Orion Investment Company
Missouri
$203K +$192K +600 New
PFA
2687
Pinnacle Family Advisors
Missouri
$203K +$192K +600 New
RBC
2688
Romano Brothers & Co
Illinois
$203K +$192K +600 New
SCA
2689
STALEY CAPITAL ADVISERS
Pennsylvania
$203K +$192K +600 New
VCM
2690
Violich Capital Management
California
$203K +$192K +600 New
CCWP
2691
Cedar Cove Wealth Partners
Minnesota
$203K +$192K +599 New
TCMP
2692
Thrive Capital Management (Pennsylvania)
Pennsylvania
$203K +$192K +599 New
BWP
2693
Bernardo Wealth Planning
Pennsylvania
$202K +$191K +597 New
NPF
2694
Norris Perne & French
Michigan
$202K +$191K +597 New
PWM
2695
Partners Wealth Management
California
$202K +$191K +597 New
CC
2696
Cadinha & Co
Hawaii
$202K +$191K +596 New
IWA
2697
IVC Wealth Advisors
Pennsylvania
$202K +$191K +596 New
NEWAS
2698
N.E.W. Advisory Services
Wisconsin
$201K -$128K -400 -40%
ACM
2699
Aspen Capital Management
Idaho
$201K +$191K +595 New
HP
2700
Holistic Planning
Texas
$201K +$190K +593 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.