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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
WF
351
Welch & Forbes
Massachusetts
$27.5M -$189K -590 -0.7%
Millennium Management
352
Millennium Management
New York
$27.4M -$83.9M -262,054 -76%
URS
353
Utah Retirement Systems
Utah
$27.3M -$2.3M -7,188 -8%
Lido Advisors
354
Lido Advisors
California
$27.1M +$940K +2,937 +4%
BSL
355
Blue Sparrow LLC
Delaware
$27.1M +$19.6M +61,280 +327%
LCM
356
LVM Capital Management
Michigan
$27M -$2.56K -8 -0%
BCIM
357
British Columbia Investment Management
British Columbia, Canada
$26.9M +$1.18M +3,694 +5%
PFSRSONJ
358
Police & Firemen's Retirement System of New Jersey
New Jersey
$26.9M -$1.2M -3,752 -5%
NYLIM
359
New York Life Investment Management
New York
$26.9M -$124K -387 -0.5%
DIA
360
Dana Investment Advisors
Wisconsin
$26.7M -$398K -1,242 -2%
Mirae Asset Global ETFs Holdings
361
Mirae Asset Global ETFs Holdings
Hong Kong
$26.6M -$1.77M -5,529 -7%
Mackenzie Financial
362
Mackenzie Financial
Ontario, Canada
$26.4M +$1.42M +4,434 +6%
Squarepoint
363
Squarepoint
New York
$26.2M -$4.69M -14,635 -16%
HP
364
Holowesko Partners
Bahamas
$26.2M +$2.4M +7,500 +11%
GWM
365
GDS Wealth Management
Texas
$26.1M +$1.79M +5,603 +8%
FSA
366
Franklin Street Advisors
North Carolina
$26M +$2.61M +8,167 +12%
Vontobel Holding
367
Vontobel Holding
Switzerland
$25.7M +$389K +1,214 +2%
FCMC
368
Founders Capital Management (Connecticut)
Connecticut
$25.5M -$29.5K -92 -0.1%
PTPFOECYE
369
PBU - The Pension Fund of Early Childhood & Youth Educators
$25.4M -$17M -53,051 -41%
HW
370
Hancock Whitney
Mississippi
$25.2M +$1.66M +5,197 +7%
HTHT
371
Hemenway Trust Hemenway Trust
New Hampshire
$25.1M +$4.84M +15,125 +26%
BMSSC
372
B. Metzler seel. Sohn & Co
Germany
$25M -$4.9M -15,297 -17%
PI
373
PineBridge Investments
New York
$25M +$3.89M +12,149 +20%
EMPI
374
Elo Mutual Pension Insurance
Finland
$24.8M +$181K +565 +0.8%
LTI
375
Laffer Tengler Investments
Tennessee
$24.7M +$2.88M +9,007 +14%

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.