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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
CJ
2926
Caitlin John
Michigan
$10.7K
PS
2927
Planning Strategies
Pennsylvania
$10.5K +$9.93K +31 New
OA
2928
Operose Advisors
Wisconsin
$10.1K -$18.6K -58 -66%
TFGT
2929
TS Financial Group (TSFG)
Illinois
$10K
KSB
2930
Kennebec Savings Bank
Maine
$9.81K
DCM
2931
Davis Capital Management
Florida
$9.81K +$2.88K +9 +45%
FGC
2932
Financial Gravity Companies
Texas
$9.81K +$9.29K +29 New
HHGA
2933
Halbert Hargrove Global Advisors
California
$9.61K
PG
2934
Proffitt & Goodson
Tennessee
$9.47K
LFA
2935
LGT Financial Advisors
Texas
$9.13K
RWS
2936
Retirement Wealth Solutions
Wisconsin
$9.13K +$7.36K +23 +575%
CWP
2937
Clark Wealth Partners
Illinois
$8.79K +$8.32K +26 New
HIA
2938
HFM Investment Advisors
New Jersey
$8.46K +$4.48K +14 +127%
IFS
2939
Intelligent Financial Strategies
Minnesota
$8.46K
AP
2940
Atwood & Palmer
Missouri
$7.78K
HAP
2941
Harbor Asset Planning
Massachusetts
$7.44K
LIA
2942
Luken Investment Analytics
Tennessee
$7.44K
MSFP
2943
Mark Sheptoff Financial Planning
Connecticut
$7.1K
MAS
2944
MPWM Advisory Solutions
Georgia
$7.1K
DWS
2945
Dynamic Wealth Strategies
California
$7.1K +$1.92K +6 +40%
IA
2946
IFS Advisors
Kansas
$6.76K
WA
2947
WestEnd Advisors
North Carolina
$6.43K +$320 +1 +6%
NWM
2948
Nova Wealth Management
Florida
$6.43K +$2.24K +7 +58%
RPA
2949
Redwood Park Advisors
California
$5.46K
BW
2950
Bravera Wealth
North Dakota
$5.41K

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.