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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
Arrowstreet Capital
376
Arrowstreet Capital
Massachusetts
$24.2M -$32.3M -100,958 -59%
CGH
377
Crossmark Global Holdings
Texas
$24.2M -$11.6M -36,224 -34%
PAM
378
Panagora Asset Management
Massachusetts
$24.1M -$63.5M -198,290 -74%
BSA
379
Braun Stacey Associates
New York
$24M -$365K -1,141 -2%
NAM
380
Nissay Asset Management
Japan
$24M -$2.88K -9 -0%
MCM
381
Maple Capital Management
Vermont
$23.9M -$802K -2,506 -3%
Capital Fund Management (CFM)
382
Capital Fund Management (CFM)
France
$23.8M +$2.58M +8,057 +13%
MFIM
383
Mesirow Financial Investment Management
Illinois
$23.7M -$114K -356 -0.5%
ACM
384
Advisors Capital Management
New Jersey
$23.6M +$8.16M +25,500 +57%
MIM
385
Marco Investment Management
Georgia
$23.5M -$176K -550 -0.8%
JFG
386
Jefferies Financial Group
New York
$23.5M +$9.56M +29,874 +76%
AHB
387
Abner Herrman & Brock
New Jersey
$23.4M -$1.57M -4,896 -7%
GAM
388
Generali Asset Management
Italy
$23.3M +$893K +2,789 +4%
HWM
389
HB Wealth Management
Georgia
$23.3M +$606K +1,893 +3%
EAM
390
Erste Asset Management
Austria
$23M -$751K -2,345 -3%
OC
391
Oppenheimer & Co
New York
$23M +$9.29K +29 +0%
TW
392
Trajan Wealth
Arizona
$22.9M +$1.85M +5,765 +9%
WIC
393
Willis Investment Counsel
Georgia
$22.9M +$3.34M +10,440 +18%
BCI
394
Brinker Capital Investments
Pennsylvania
$22.9M -$185K -578 -0.8%
PWM
395
Perigon Wealth Management
California
$22.6M +$154K +482 +0.7%
SOADOR
396
State of Alaska Department of Revenue
Alaska
$22.5M -$917K -2,863 -4%
PL
397
Parthenon LLC
Kentucky
$22.5M +$96.1K +300 +0.5%
PCIA
398
Prime Capital Investment Advisors
Kansas
$22.3M +$136K +425 +0.6%
CFG
399
Citizens Financial Group
Rhode Island
$22.3M -$270K -842 -1%
PGFC
400
Peapack-Gladstone Financial Corp
New Jersey
$22.2M +$212K +661 +1%

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.