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
PIP
2901
Philadelphia Investment Partners
New Jersey
$18.3K -$6.4K -20 -27%
EP
2902
Essential Partners
California
$18.3K
1L
2903
10Elms LLP
Oklahoma
$17.9K +$17K +53 New
EWP
2904
Elevation Wealth Partners
California
$17.6K +$3.52K +11 +27%
ATC
2905
Advantage Trust Company
Kansas
$17.3K +$16.3K +51 New
ETS
2906
ESL Trust Services
New York
$16.9K
GCM
2907
Gunpowder Capital Management
Maryland
$16.9K
BC
2908
Burnham & Co
Michigan
$16.9K +$16K +50 New
DPW
2909
DiNuzzo Private Wealth
Pennsylvania
$16.2K -$320 -1 -2%
SHIM
2910
Stone House Investment Management
Pennsylvania
$15K +$320 +1 +2%
TAP
2911
Tounjian Advisory Partners
Florida
$15K +$14.1K +44 New
CWA
2912
Carolina Wealth Advisors
South Carolina
$14.9K
HCM
2913
Horrell Capital Management
Arkansas
$14.9K
TM
2914
Torren Management
California
$12.9K
CWP
2915
Concord Wealth Partners
Virginia
$12.9K +$12.2K +38 New
BFPW
2916
BOK Financial Private Wealth
Colorado
$12.5K +$11.8K +37 New
MIM
2917
Marshall Investment Management
Colorado
$12.5K +$11.8K +37 New
GFA
2918
Godfrey Financial Associates
New York
$12.5K -$6.72K -21 -36%
CC
2919
Corsicana & Co
Texas
$12.2K +$4.8K +15 +71%
IW
2920
Imprint Wealth
South Carolina
$11.8K
PSFG
2921
Park Square Financial Group
Georgia
$11.5K -$6.4K -20 -37%
KCM
2922
Key Capital Management
Tennessee
$11.5K -$3.52K -11 -24%
GIM
2923
Gold Investment Management
Alberta, Canada
$11.2K
KPP
2924
Kings Path Partners
Texas
$11.2K +$10.6K +33 New
HWM
2925
HighMark Wealth Management
Minnesota
$10.8K

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.