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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
RWM
2801
Rialto Wealth Management
New York
$74.4K +$6.72K +21 +11%
MCA
2802
McGuire Capital Advisors
Oklahoma
$74.4K -$7.04K -22 -9%
LF
2803
LifeSteps Financial
California
$73.7K +$69.8K +218 New
WA
2804
WPG Advisers
Maryland
$72.7K +$1.6K +5 +2%
DF
2805
Dunhill Financial
United Kingdom
$71.3K +$8.64K +27 +15%
CLOS
2806
Compagnie Lombard Odier SCmA
Switzerland
$71K +$67.2K +210 New
FPF
2807
First Pacific Financial
Washington
$70.7K -$4.8K -15 -7%
RWM
2808
Raffa Wealth Management
District of Columbia
$70.5K -$961 -3 -1%
KG
2809
Kilter Group
New York
$69K +$5.44K +17 +9%
JGIA
2810
Jackson Grant Investment Advisers
Connecticut
$68.7K
CWIG
2811
Chung Wu Investment Group
Texas
$68K
SA
2812
SRH Advisors
Kansas
$67.7K
NWMP
2813
Noble Wealth Management PBC
Colorado
$66.5K +$2.24K +7 +4%
1NWS
2814
1 North Wealth Services
Maryland
$64.3K +$3.84K +12 +7%
VC
2815
Vestor Capital
Illinois
$64.1K +$57.9M +180,686 +22,334%
STB
2816
S&T Bank
Pennsylvania
$62.2K +$6.72K +21 +13%
RF
2817
Robinswood Financial
Washington
$62K +$320 +1 +0.5%
FMP
2818
Financial Management Professionals
Texas
$61.2K +$961 +3 +2%
HFS
2819
Hughes Financial Services
Virginia
$60K +$14.7K +46 +35%
SSG
2820
Summit Securities Group
New York
$59.9K -$333K -1,041 -85%
ASCM
2821
Adkins Seale Capital Management
Louisiana
$59.2K
FNWA
2822
Financial Network Wealth Advisors
Utah
$59.1K +$1.28K +4 +2%
KAS
2823
Kemnay Advisory Services
New York
$57.8K +$8K +25 +17%
RTC
2824
Riverview Trust Company
Washington
$57.2K
EFMH
2825
E Fund Management (HK)
Hong Kong
$56.5K +$26.3K +82 +96%

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.