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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
LWMM
3026
Legacy Wealth Management (Mississippi)
Mississippi
-$924K -3,055 Closed
SWM
3027
Scissortail Wealth Management
Oklahoma
-$913K -3,017 Closed
IFU
3028
iSAM Funds (UK)
United Kingdom
-$846K -2,797 Closed
TC
3029
Trust Company
Kansas
-$728K -2,406 Closed
SIA
3030
SGL Investment Advisors
Montana
-$741K -2,372 Closed
WFC
3031
Western Financial Corp
California
-$669K -2,213 Closed
WWM
3032
Whalen Wealth Management
Nevada
-$641K -2,118 Closed
LIA
3033
Limestone Investment Advisors
New York
-$668K -2,087 Closed
MC
3034
Machina Capital
France
-$624K -2,062 Closed
BOJHT
3035
Bank of Jackson Hole Trust
Wyoming
-$557K -1,843 Closed
AL
3036
ARWA LLC
Texas
-$583K -1,836 Closed
MWM
3037
MOR Wealth Management
Pennsylvania
-$539K -1,781 Closed
PFT
3038
Providence First Trust
Arizona
-$520K -1,719 Closed
1C
3039
111 Capital
France
-$508K -1,680 Closed
PAM
3040
Paradigm Asset Management
New York
-$484K -1,600 Closed
LJCM
3041
Lee Johnson Capital Management
Texas
-$483K -1,597 Closed
LCGC
3042
Legacy Capital Group California
California
-$468K -1,546 Closed
LAM
3043
LECAP Asset Management
United Kingdom
-$461K -1,523 Closed
HI
3044
HBK Investments
Texas
-$454K -1,501 Closed
GCM
3045
Graham Capital Management
Connecticut
-$429K -1,418 Closed
OA
3046
Oasis Advisors
Iowa
-$418K -1,386 Closed
DS
3047
DRW Securities
Illinois
-$407K -1,383 Closed
KOC
3048
Koss-Olinger Consulting
Florida
-$413K -1,365 Closed
AP
3049
Advisortrust Partners
North Carolina
-$409K -1,353 Closed
WP
3050
WealthShield Partners
North Carolina
-$404K -1,335 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.