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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
RFS
2751
Richardson Financial Services
Massachusetts
$135K -$13.8K -43 -10%
FMB
2752
Field & Main Bank
Kentucky
$135K -$17K -53 -12%
AA
2753
Addison Advisors
Vermont
$134K -$59.6K -186 -32%
PF
2754
PlanVest Financial
Maryland
$134K +$30.4K +95 +32%
AI
2755
AXS Investments
New York
$133K -$20.8K -65 -14%
GG
2756
Gleason Group
Kentucky
$131K +$10.9K +34 +10%
AEPWM
2757
Atlantic Edge Private Wealth Management
Florida
$127K
OPTFSNA
2758
Old Point Trust & Financial Services N A
Virginia
$126K +$22.4K +70 +23%
APW
2759
Allied Private Wealth
Florida
$124K +$118K +370 New
JAM
2760
JCIC Asset Management
Ontario, Canada
$124K
PCFFS
2761
Pacific Center for Financial Services
California
$123K
HCM
2762
Hollencrest Capital Management
California
$121K -$1.92K -6 -2%
MCI
2763
MRP Capital Investments
Georgia
$118K
PFO
2764
Pioneer Family Office
Florida
$118K
PWMA
2765
Pension & Wealth Management Advisors
Massachusetts
$117K +$13.4K +42 +14%
CRI
2766
Commonwealth Retirement Investments
Virginia
$117K +$110K +345 New
SMBT
2767
Southern Michigan Bank & Trust
Michigan
$115K
KFP
2768
Kerr Financial Planning
California
$115K -$4.48K -14 -4%
BH
2769
Burk Holdings
Oklahoma
$113K
GSEP
2770
Golden State Equity Partners
California
$112K -$3.53M -11,017 -97%
LHEI
2771
Leo H. Evart Inc
California
$108K
CBT
2772
Crews Bank & Trust
Florida
$106K
APW
2773
Atlantic Private Wealth
North Carolina
$102K +$320 +1 +0.3%
HHCP
2774
Hilton Head Capital Partners
South Carolina
$102K +$24K +75 +33%
CIM
2775
Contravisory Investment Management
Massachusetts
$101K -$8.86M -27,675 -99%

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.