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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
SVWA
2851
Sarver Vrooman Wealth Advisors
Missouri
$42.5K -$1.28K -4 -3%
NIM
2852
Nexus Investment Management
Ontario, Canada
$42.3K
PP
2853
Paladin Partners
Wisconsin
$42.3K
SWAG
2854
Spectrum Wealth Advisory Group
California
$41.6K +$39.4K +123 New
SIC
2855
SJS Investment Consulting
Ohio
$41.4K +$15.4K +48 +65%
SC
2856
Solstein Capital
California
$40.9K
QWM
2857
Quaker Wealth Management
New Jersey
$40.6K +$33.6K +105 +700%
AF
2858
Abound Financial
California
$38K -$3.2K -10 -8%
EF
2859
Entrust Financial
Pennsylvania
$37.5K
KFG
2860
Kingdom Financial Group
Arizona
$36.7K +$13.4K +42 +64%
MAM
2861
Meeder Asset Management
Ohio
$36.2K +$5.44K +17 +19%
CWM
2862
Cranbrook Wealth Management
Michigan
$35.5K
GFL
2863
Granite FO LLC
New Hampshire
$35.2K
EWM
2864
Evolution Wealth Management
Florida
$34.8K -$961 -3 -3%
TWD
2865
True Wealth Design
Ohio
$34K +$640 +2 +2%
EP
2866
Elkhorn Partners
Nebraska
$33.8K -$80K -250 -71%
AT
2867
Avalon Trust
New Mexico
$33.8K
RJA
2868
Ross\Johnson & Associates
Minnesota
$33.8K
WA
2869
Walsh & Associates
Florida
$33.8K
FFA
2870
Frazier Financial Advisors
Ohio
$33.5K -$320 -1 -1%
WAG
2871
Wilkerson Advisory Group
Missouri
$32.5K -$6.72K -21 -18%
FA
2872
Fountainhead AM
New Jersey
$32.5K -$46.1K -144 -60%
CMA
2873
Cedar Mountain Advisors
Oregon
$32.1K +$11.2K +35 +58%
YP
2874
YANKCOM Partnership
South Dakota
$29.8K
CFM
2875
Cornerstone Financial Management
Massachusetts
$29.8K +$8.96K +28 +47%

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.