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
EIP
2776
Essential Investment Partners
Colorado
$101K
RP
2777
Rowlandmiller & Partners
Georgia
$101K +$96.1K +300 New
GK
2778
Graney & King
New York
$99.5K +$320 +1 +0.3%
BWS
2779
Buck Wealth Strategies
Colorado
$98.2K +$92.9K +290 New
BCM
2780
Boreal Capital Management
Florida
$96.7K
GEA
2781
Glen Eagle Advisors
New Jersey
$94.6K +$7.68K +24 +9%
S
2782
Sachetta
Massachusetts
$93.6K +$17.9K +56 +25%
FA
2783
Fedenia Advisers
Wisconsin
$93.4K +$88.4K +276 New
GWS
2784
Greykasell Wealth Strategies
California
$91.3K
WAG
2785
Wiser Advisor Group
Arizona
$90.3K +$320 +1 +0.4%
Q1WB
2786
Quest 10 Wealth Builders
Virginia
$88.6K -$1.92K -6 -2%
FFO
2787
Fortitude Family Office
Arizona
$85.9K +$22.4K +70 +38%
RF
2788
Roxbury Financial
New Jersey
$85K +$34.3K +107 +74%
FCMT
2789
Founders Capital Management (Texas)
Texas
$84.6K
TC
2790
Tacita Capital
Ontario, Canada
$84.6K
C
2791
Covestor
United Kingdom
$84K +$19.5K +61 +32%
RA
2792
Rational Advisors
New York
$83.9K +$7.68K +24 +11%
JFA
2793
JNBA Financial Advisors
Minnesota
$83.2K +$4.8K +15 +6%
ACA
2794
American Capital Advisory
Idaho
$81.4K +$38.7K +121 +101%
FP
2795
Financial Perspectives
Minnesota
$78.5K
CM
2796
Capula Management
Cayman Islands
$78.1K -$153K -479 -67%
SOW
2797
State of Wyoming
Wyoming
$77.8K -$328K -1,025 -82%
AWM
2798
Abound Wealth Management
Tennessee
$76.3K -$11.2K -35 -13%
VWM
2799
Vermillion Wealth Management
Minnesota
$76K -$26.3K -82 -27%
FG
2800
Fairman Group
Pennsylvania
$74.4K

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.