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
UAM
451
Unison Asset Management
Florida
$16.5M +$447K +1,397 +3%
ET
452
Equitable Trust
Tennessee
$16.5M -$649K -2,026 -4%
SWM
453
Stockman Wealth Management
Montana
$16.4M +$334K +1,042 +2%
ATC
454
Argent Trust Co
Tennessee
$16.4M +$171K +535 +1%
AI
455
Atria Investments
North Carolina
$16.4M -$66K -206 -0.4%
Nomura Holdings
456
Nomura Holdings
Japan
$16.4M +$3.5M +10,938 +29%
PA
457
Perennial Advisors
New York
$16.3M -$172K -536 -1%
JAFL
458
Jay A. Fishman Ltd
Michigan
$16.2M +$368K +1,150 +2%
ET
459
Entropy Technologies
New York
$16.2M -$3.31M -10,349 -18%
WSCM
460
Wellington Shields Capital Management
New York
$16.2M -$1.06M -3,303 -6%
LF
461
Longbow Finance
Switzerland
$16.1M +$15.2M +47,463 New
PAG
462
Private Advisor Group
New Jersey
$16M -$1.87M -5,845 -11%
MFG
463
Merit Financial Group
Georgia
$16M +$112K +351 +0.7%
SIG
464
Sky Investment Group
Connecticut
$16M +$13.8K +43 +0.1%
M
465
Mirova
France
$15.8M +$4.75M +14,851 +47%
GC
466
Giverny Capital
Quebec, Canada
$15.8M +$15M +46,702 New
AF
467
Avanza Fonder
Sweden
$15.6M +$1.49M +4,666 +11%
SWP
468
Strategic Wealth Partners
Ohio
$15.6M +$976K +3,049 +7%
CIA
469
Choate Investment Advisors
Massachusetts
$15.6M -$396K -1,237 -3%
FBB
470
Fulton Breakefield Broenniman
Maryland
$15.5M -$108K -337 -0.7%
HMP
471
HS Management Partners
New York
$15.3M +$3.52M +10,990 +32%
LC
472
Loews Corp
New York
$15.2M +$14.4M +45,000 New
ERIC
473
Eagle Rock Investment Company
Georgia
$15.1M +$83.6K +261 +0.6%
RP
474
Rice Partnership
Hawaii
$14.9M -$139K -433 -1%
CA
475
Clearstead Advisors
Ohio
$14.9M -$506K -1,579 -3%

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.