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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
UIM
326
USS Investment Management
United Kingdom
$31.5M -$356K -1,111 -1%
Wealthfront Advisers
327
Wealthfront Advisers
California
$31.5M +$1.83M +5,724 +7%
Flossbach Von Storch
328
Flossbach Von Storch
Germany
$30.8M +$1.43M +4,478 +5%
BPA
329
Beacon Pointe Advisors
California
$30.6M -$157K -489 -0.5%
BFA
330
Bragg Financial Advisors
North Carolina
$30.5M -$59.2K -185 -0.2%
Two Sigma Investments
331
Two Sigma Investments
New York
$30.1M +$21.2M +66,077 +287%
WT
332
Whittier Trust
California
$30M +$5.74M +17,932 +27%
Grantham, Mayo, Van Otterloo & Co (GMO)
333
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$29.9M +$12.2M +37,988 +75%
CIM
334
Coleford Investment Management
Canada
$29.7M -$487K -1,520 -2%
NIM
335
NEOS Investment Management
Connecticut
$29.6M +$3.44M +10,750 +14%
CCM
336
Chilton Capital Management
Texas
$29.5M -$337K -1,054 -1%
IP
337
Interval Partners
New York
$29M +$15.2M +47,346 +123%
EI
338
Ethic Inc
New York
$29M +$1.34M +4,179 +5%
AUB
339
Atlantic Union Bankshares
Virginia
$29M +$732K +2,285 +3%
FT
340
Fiduciary Trust
Massachusetts
$28.9M -$3.21M -10,016 -10%
MAM
341
Martingale Asset Management
Massachusetts
$28.8M -$1.12M -3,483 -4%
DC
342
Davenport & Co
Virginia
$28.8M -$1.05M -3,284 -4%
P
343
&Partners
Tennessee
$28.8M -$431K -1,347 -2%
BBVA
344
Banco Bilbao Vizcaya Argentaria
Spain
$28.6M -$5.56M -17,376 -17%
QP
345
Quilter Plc
United Kingdom
$28.5M +$110K +345 +0.4%
UC
346
Unio Capital
New Jersey
$28.3M +$9.93K +31 +0%
BBI
347
Baxter Bros Inc
Connecticut
$27.9M +$837K +2,613 +3%
CTA
348
Chesley Taft & Associates
Illinois
$27.7M -$408K -1,273 -2%
KAS
349
Kestra Advisory Services
Texas
$27.7M +$2.15M +6,726 +9%
LCAM
350
London & Capital Asset Management
United Kingdom
$27.6M +$1.5M +4,670 +6%

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.