We are live on ! Find out more
AXP icon

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
MMM
3076
Mendel Money Management
Illinois
-$216K -715 Closed
ORAM
3077
One River Asset Management
Connecticut
-$227K -710 Closed
NWWA
3078
New Wave Wealth Advisors
Arkansas
-$202K -668 Closed
WPA
3079
Wealth Preservation Advisors
Tennessee
-$162K -537 Closed
Cohen & Steers
3080
Cohen & Steers
New York
-$151K -500 Closed
FFL
3081
Financial Freedom LLC
Ohio
-$133K -440 Closed
TLFA
3082
True Link Financial Advisors
California
-$128K -422 Closed
WT
3083
WHI Trust
Illinois
-$108K -357 Closed
DWP
3084
Destiny Wealth Partners
Florida
-$92.6K -306 Closed
GWSA
3085
Global Wealth Strategies & Associates
Colorado
-$86.5K -286 Closed
WCM
3086
Winthrop Capital Management
Indiana
-$70K -230 Closed
WOSD
3087
WFA of San Diego
California
-$57.5K -190 Closed
IWMWV
3088
Ironwood Wealth Management (West Virginia)
West Virginia
-$57.2K -180 Closed
SA
3089
Scarborough Advisors
Maryland
-$46.7K -154 Closed
TWM
3090
TopTier Wealth Management
Wisconsin
-$46.6K -154 Closed
MWM
3091
Magnolia Wealth Management
Alabama
-$39K -129 Closed
PWM
3092
Peterson Wealth Management
Nevada
-$37.6K -124 Closed
EA
3093
Evergreen Advisors
Tennessee
-$32.9K -109 Closed
MWA
3094
Merkkuri Wealth Advisors
New York
-$15.7K -52 Closed
NA
3095
Networth Advisors
Pennsylvania
-$9.07K -30 Closed
CM
3096
Caption Management
Oklahoma
-$7.68K -24 Closed
IWS
3097
Intentional Wealth Strategies
Colorado
-$5.14K -17 Closed
BA
3098
Bard Associates
Illinois
-$3.63K -12 Closed
IWP
3099
IAG Wealth Partners
Wisconsin
-$3.63K -12 Closed
DI
3100
DAGCO Inc
Ohio
-$3.33K -11 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.