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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
SCM
3051
Sterneck Capital Management
Missouri
-$380K -1,257 Closed
WSA
3052
Wealth Science Advisors
Georgia
-$441K -1,192 Closed
TCPG
3053
Trivant Custom Portfolio Group
California
-$356K -1,176 Closed
VCM
3054
Vivaldi Capital Management
Illinois
-$314K -1,039 Closed
WP
3055
WealthPLAN Partners
Nebraska
-$310K -1,025 Closed
CC
3056
Centiva Capital
New York
-$309K -1,022 Closed
PWAM
3057
Pinnacle West Asset Management
Wyoming
-$302K -1,000 Closed
SCM
3058
Stonebridge Capital Management
California
-$302K -1,000 Closed
HT
3059
Headlands Technologies
Illinois
-$298K -985 Closed
SRL
3060
Scientech Research LLC
New Jersey
-$261K -862 Closed
PWC
3061
Pathfinder Wealth Consulting
North Carolina
-$258K -852 Closed
Verition Fund Management
3062
Verition Fund Management
Connecticut
-$273K -852 Closed
AMPWP
3063
Alvarez & Marsal Private Wealth Partners
Florida
-$252K -833 Closed
SGWP
3064
Sun Group Wealth Partners
California
-$248K -821 Closed
PFM
3065
Patton Fund Management
Texas
-$245K -809 Closed
CB
3066
Chris Bulman
California
-$243K -802 Closed
BOTPPF
3067
Board of the Pension Protection Fund
United Kingdom
-$242K -800 Closed
NIM
3068
Northeast Investment Management
Massachusetts
-$241K -798 Closed
DIM
3069
DLK Investment Management
California
-$240K -794 Closed
MSR
3070
Main Street Research
Connecticut
-$234K -773 Closed
FCU
3071
Financial Concepts Unlimited
Maine
-$230K -762 Closed
CWWM
3072
Clear Wave Wealth Management
New Jersey
-$221K -730 Closed
CAS
3073
Coppell Advisory Solutions
Texas
-$215K -724 Closed
RAM
3074
Readystate Asset Management
Illinois
-$231K -721 Closed
PC
3075
Purewater Capital
Texas
-$217K -716 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.