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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
MWM
426
Moran Wealth Management
Florida
$18.9M -$713K -2,227 -4%
YCM
427
Yousif Capital Management
Michigan
$18.8M -$1.38M -4,305 -7%
Robeco Institutional Asset Management
428
Robeco Institutional Asset Management
Netherlands
$18.8M -$8.63M -26,968 -33%
AS
429
Aware Super
Australia
$18.7M -$7.17M -22,387 -29%
IMPI
430
Ilmarinen Mutual Pension Insurance
Finland
$18.7M
TAM
431
Tocqueville Asset Management
New York
$18.6M -$101K -315 -0.6%
SCTC
432
Sanibel Captiva Trust Company
Florida
$18.6M +$1.41M +4,390 +9%
MOACM
433
Mutual of America Capital Management
New York
$18.6M -$665K -2,077 -4%
KPWS
434
Kestra Private Wealth Services
Texas
$18.5M +$1.3M +4,053 +8%
AAIS
435
ABN AMRO Investment Solutions
$18.3M +$638K +1,992 +4%
MWM
436
Modern Wealth Management
Kansas
$18.2M +$1.99M +6,209 +13%
BBHC
437
Brown Brothers Harriman & Co
New York
$18M +$1.84M +5,760 +12%
PP
438
Prudential plc
United Kingdom
$18M -$3.95M -12,329 -19%
CWM
439
Calamos Wealth Management
Illinois
$18M -$164K -512 -1%
BAMF
440
BI Asset Management Fondsmaeglerselskab
Denmark
$17.7M -$141K -440 -0.8%
CAM
441
Carret Asset Management
New York
$17.6M -$148K -461 -0.9%
Hudson Bay Capital Management
442
Hudson Bay Capital Management
Connecticut
$17.1M +$7.88M +24,608 +94%
CWM
443
Chemistry Wealth Management
New York
$17.1M -$976K -3,047 -6%
SAM
444
Silvercrest Asset Management
New York
$17M -$1.22M -3,826 -7%
CA
445
Cornerstone Advisors
North Carolina
$17M -$5.38M -16,793 -25%
ACA
446
Anchor Capital Advisors
Massachusetts
$16.9M -$1.07M -3,357 -6%
MGIA
447
Matthew Goff Investment Advisor
Texas
$16.7M -$420K -1,312 -3%
AMBIA
448
Allen Mooney & Barnes Investment Advisors
Georgia
$16.7M -$653K -2,040 -4%
TNB
449
Thomasville National Bank
Georgia
$16.6M +$15.7M +49,015 New
SCM
450
Stanley Capital Management
Texas
$16.5M

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.