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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
MWM
2976
Mosley Wealth Management
California
$1.35K -$21.1K -66 -94%
P
2977
Palladiem
Pennsylvania
$1.35K
CFG
2978
CKW Financial Group
Hawaii
$1K +$640 +2 New
POIA
2979
Pin Oak Investment Advisors
Texas
$1K +$961 +3 New
3FI
2980
3 Factor Indexing
California
$677
BWM
2981
Benson Wealth Management
Tennessee
$677
NL
2982
NorthAvenue LLC
Ohio
$677
NWS
2983
Nvest Wealth Strategies
Ohio
$677
MCA
2984
Maryland Capital Advisors
Maryland
$677 +$640 +2 New
DRP
2985
Decker Retirement Planning
Utah
$572 +$640 +2 New
CFP
2986
Comprehensive Financial Planning
Pennsylvania
$343
HIA
2987
Highland Investment Advisors
Florida
$338 +$320 +1 New
CI
2988
Cordant Inc
Oregon
$129
DWM
2989
Darwin Wealth Management
Florida
$104
SPS
2990
Susquehanna Portfolio Strategies
Pennsylvania
-$46.3M -152,949 Closed
QC
2991
Quadrature Capital
United Kingdom
-$34.5M -114,040 Closed
SGM
2992
Skye Global Management
Florida
-$19.8M -65,500 Closed
NRCM
2993
North Reef Capital Management
California
-$15.1M -50,000 Closed
PCH
2994
Polar Capital Holdings
United Kingdom
-$13.7M -45,415 Closed
JG
2995
Jain Global
New York
-$11.1M -36,732 Closed
GC
2996
Gillson Capital
Illinois
-$11M -36,480 Closed
IGAM
2997
iA Global Asset Management
Quebec, Canada
-$10.1M -33,330 Closed
SFI
2998
Susquehanna Fundamental Investments
Pennsylvania
-$10.1M -33,317 Closed
VT
2999
Vise Technologies
New York
-$12.2M -32,951 Closed
IG
3000
ING Group
Netherlands
-$9.93M -32,836 Closed

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.