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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
PMIM
2726
Prudent Man Investment Management
Colorado
$166K
WBWA
2727
William B. Walkup & Associates
South Carolina
$166K -$24K -75 -13%
SG
2728
Sankala Group
Colorado
$163K +$640 +2 +0.4%
MR
2729
Munich Reinsurance
$161K -$49.9K -156 -25%
CVM
2730
Cheviot Value Management
California
$161K
FCT
2731
First Community Trust
Iowa
$161K
AFC
2732
Ares Financial Consulting
California
$161K +$961 +3 +0.6%
MWA
2733
Medallion Wealth Advisors
Connecticut
$160K -$99.6K -311 -40%
CCA
2734
Catalyst Capital Advisors
New York
$158K -$2.24K -7 -1%
PJC
2735
Phillip James Consulting
Minnesota
$158K
SA
2736
Strategic Advocates
Utah
$157K +$10.2K +32 +7%
BHWM
2737
Bay Harbor Wealth Management
Maryland
$157K +$11.2K +35 +8%
SNB
2738
Security National Bank
Nebraska
$156K -$961 -3 -0.6%
BIA
2739
Bell Investment Advisors
California
$152K +$15.4K +48 +12%
BHWM
2740
Beaird Harris Wealth Management
Texas
$151K +$6.08K +19 +4%
MMCM
2741
Murphy & Mullick Capital Management
New York
$146K +$1.28K +4 +0.9%
HNW
2742
High Note Wealth
Minnesota
$145K +$20.5K +64 +18%
RRMM
2743
Regatta Research & Money Management
Louisiana
$144K +$137K +427 New
AWM
2744
Activest Wealth Management
Florida
$143K -$327K -1,022 -71%
FC
2745
Fairscale Capital
New Hampshire
$142K
AF
2746
Aviso Financial
Ontario, Canada
$141K +$125K +390 +1,444%
RF
2747
Rossby Financial
Florida
$141K +$12.8K +40 +11%
B
2748
Birchbrook
Maine
$139K
BGAI
2749
Bruce G. Allen Investments
Colorado
$138K -$2.24K -7 -2%
GKIM
2750
GW&K Investment Management
Massachusetts
$136K -$961 -3 -0.7%

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.