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
IRAG
2826
Investment Research & Advisory Group
Georgia
$56.1K +$15K +47 +42%
RS
2827
Rakuten Securities
Japan
$55.8K -$64K -200 -55%
HFS
2828
Horizon Financial Services
North Carolina
$55.5K +$25.6K +80 +95%
EC
2829
Elequin Capital
New York
$55.5K +$52.5K +164 New
GA
2830
GoalVest Advisory
New York
$55.1K +$3.2K +10 +7%
JGCM
2831
Joseph Group Capital Management
Ohio
$55.1K +$21.1K +66 +68%
Loomis, Sayles & Company
2832
Loomis, Sayles & Company
Massachusetts
$54.1K +$20.2K +63 +65%
TCM
2833
Tradewinds Capital Management
Washington
$53.4K
1CP
2834
1015 Capital Partners
Pennsylvania
$53.1K
DWM
2835
Dogwood Wealth Management
Kansas
$53.1K +$13.4K +42 +37%
OAJ
2836
Ogorek Anthony Joseph
New York
$52K -$18.3K -57 -27%
CCC
2837
Chelsea Counsel Company
California
$50.7K -$16K -50 -25%
DF
2838
Downshift Financial
Colorado
$50.4K +$47.7K +149 New
HPWM
2839
High Point Wealth Management
New Jersey
$48.9K
LAS
2840
Lloyd Advisory Services
Georgia
$48.4K +$24.7K +77 +117%
MFP
2841
Meramec Financial Planners
Missouri
$47.8K +$320 +1 +0.7%
MPW
2842
MASECO Private Wealth
$47.7K +$39.7K +124 +729%
VPW
2843
Vaquero Private Wealth
Texas
$47.7K +$45.1K +141 New
BC
2844
Bayforest Capital
United Kingdom
$47.4K +$44.8K +140 New
AIA
2845
Aventus Investment Advisors
Florida
$45.3K
BFP
2846
Birchwood Financial Partners
Minnesota
$45.1K
FLP
2847
Financial Life Planners
Arizona
$44.3K
MSG
2848
Main Street Group
Virginia
$44.1K
CH
2849
Canton Hathaway
Rhode Island
$44K
MAM
2850
Marquette Asset Management
Minnesota
$43K +$33K +103 +429%

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.