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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
OAG
2951
Oakmont Advisory Group
New Mexico
$5.26K +$5.12K +16 New
PIS
2952
POM Investment Strategies
North Carolina
$5.09K +$1.28K +4 +36%
BCM
2953
Berbice Capital Management
New York
$4.74K -$368K -1,150 -99%
WA
2954
Whipplewood Advisors
Colorado
$4.74K -$29.5K -92 -87%
TBFA
2955
Three Bearings Fiduciary Advisors
New Hampshire
$4.74K
JSAM
2956
J. Safra Asset Management
New York
$4.74K +$1.28K +4 +40%
HFG
2957
Harborfront Financial Group
Michigan
$4.55K +$4.16K +13 New
BMC
2958
Bear Mountain Capital
Washington
$4.29K
IPS
2959
Investors Portfolio Services
Washington
$4.06K
PS
2960
PayPay Securities
Japan
$3.72K
SFS
2961
Sunrise Financial Services
Washington
$3.72K
MB
2962
MidFirst Bank
Oklahoma
$3.72K -$4.48K -14 -56%
YAL
2963
Your Advocates Ltd
Texas
$3.48K
RWM
2964
RMG Wealth Management
Wisconsin
$3.44K +$3.2K +10 New
TCM
2965
TD Capital Management
Tennessee
$3.4K
SFCL
2966
Strengthening Families & Communities LLC
Massachusetts
$3.38K +$3.2K +10 New
CIAS
2967
CBIZ Investment Advisory Services
Ohio
$3.33K
GWM
2968
Gilpin Wealth Management
Colorado
$3.04K
BIM
2969
Breakwater Investment Management
Washington
$2.71K +$640 +2 +33%
SA
2970
Seneschal Advisors
Washington
$2.37K
BDPWM
2971
Barnes Dennig Private Wealth Management
Ohio
$2.37K +$2.24K +7 New
NWM
2972
Navigoe Wealth Management
California
$2K +$2.24K +7 New
CWM
2973
Copia Wealth Management
Oregon
$1.69K
HC
2974
Hara Capital
Washington
$1.69K
MBFW
2975
Morton Brown Family Wealth
Pennsylvania
$1.69K +$1.6K +5 New

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.