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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
CIM
3001
Chapman Investment Management
California
-$6.91M -21,573 Closed
BCV
3002
Banque Cantonale Vaudoise
Switzerland
-$6.2M -20,503 Closed
TA
3003
TKG Advisors
Indiana
-$5.53M -18,271 Closed
WG
3004
Winton Group
United Kingdom
-$4.29M -14,185 Closed
OQS
3005
Occudo Quantitative Strategies
Florida
-$3.89M -12,047 Closed
EW
3006
Evoke Wealth
California
-$3.42M -11,320 Closed
SP
3007
SIH Partners
Delaware
-$3.42M -11,291 Closed
QIM
3008
Quantitative Investment Management
Virginia
-$3.26M -10,765 Closed
Tudor Investment Corp
3009
Tudor Investment Corp
Connecticut
-$3.43M -10,726 Closed
PFA
3010
Peak Financial Advisors
Colorado
-$2.98M -9,862 Closed
UAM
3011
Unifi Asset Management
New York
-$2.79M -9,233 Closed
CA
3012
Cannon Advisors
North Carolina
-$2.65M -8,748 Closed
JWM
3013
Jackson Wealth Management
Florida
-$2.31M -7,637 Closed
HIM
3014
Hillsdale Investment Management
Ontario, Canada
-$2.2M -7,270 Closed
WMWM
3015
Whitaker-Myers Wealth Managers
Ohio
-$2.12M -7,000 Closed
NIM
3016
Niles Investment Management
Florida
-$1.93M -6,396 Closed
SC
3017
SummitTX Capital
Texas
-$1.71M -5,651 Closed
AC
3018
AXQ Capital
New Jersey
-$1.56M -5,149 Closed
TPI
3019
Trust Point Inc
Wisconsin
-$1.49M -4,912 Closed
Simplex Trading
3020
Simplex Trading
Illinois
-$1.46M -4,556 Closed
LCM
3021
Laurion Capital Management
New York
-$1.37M -4,543 Closed
BJF
3022
Blue Jean Financial
New York
-$1.18M -3,902 Closed
IWA
3023
IBEX Wealth Advisors
New Jersey
-$1.11M -3,669 Closed
Axa
3024
Axa
France
-$1.08M -3,569 Closed
SMH
3025
Sanders Morris Harris
Texas
-$1.02M -3,388 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.