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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
BFS
2876
Bare Financial Services
Pennsylvania
$29.4K +$11.5K +36 +71%
MWPCG
2877
Measured Wealth Private Client Group
New Hampshire
$28.1K
AIM
2878
Access Investment Management
Georgia
$27.7K
DFA
2879
DHJJ Financial Advisors
Illinois
$27.7K
QL
2880
Quarry LP
New York
$27.7K +$26.3K +82 New
HC
2881
Hoese & Co
Minnesota
$27.1K
VWM
2882
Valley Wealth Managers
New Jersey
$25.7K
GCP
2883
Gill Capital Partners
Colorado
$25.4K
AIC
2884
Archer Investment Corporation
Indiana
$24.6K +$320 +1 +1%
WAS
2885
Winch Advisory Services
Wisconsin
$24.2K +$19.5K +61 +610%
ECM
2886
Estabrook Capital Management
New York
$24K -$1.92K -6 -8%
PP
2887
Pacifica Partners
Canada
$23.9K
SFAM
2888
Sawyer Falduto Asset Management
Illinois
$23.7K
ABC
2889
Anchor Bay Capital
California
$23.5K +$22.1K +69 New
DWA
2890
Delos Wealth Advisors
Texas
$23K +$21.8K +68 New
FUBT
2891
First United Bank & Trust
Maryland
$22K +$12.8K +40 +160%
SIM
2892
Synergy Investment Management
Florida
$21.9K +$19.2K +60 +1,000%
AP
2893
Aspect Partners
Virginia
$21.6K -$320 -1 -2%
SC
2894
Swan Capital
Florida
$21.5K +$4.16K +13 +25%
VWA
2895
Valued Wealth Advisors
Utah
$21.4K +$6.72K +21 +50%
T2I
2896
Turim 21 Investimentos
Brazil
$21.3K
MP
2897
McDonald Partners
Ohio
$21K +$19.9K +62 New
AF
2898
Align Financial
Minnesota
$20.3K
MNA
2899
Manning & Napier Advisors
New York
$19.8K +$5.44K +17 +41%
RL
2900
Rogco LP
Oklahoma
$18.9K

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.