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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
Wellington Management Group
26
Wellington Management Group
Massachusetts
$1.09B -$309M -965,037 -23%
Vanguard Fiduciary Trust
27
Vanguard Fiduciary Trust
Pennsylvania
$1.02B +$7.26M +22,689 +0.8%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$965M +$45.5M +142,095 +5%
Invesco
29
Invesco
Georgia
$963M -$151M -473,036 -14%
RCWMU
30
Rothschild & Co Wealth Management (UK)
United Kingdom
$960M -$1.9M -5,938 -0.2%
Deutsche Bank
31
Deutsche Bank
Germany
$928M +$12.8M +40,056 +1%
Nordea Investment Management
32
Nordea Investment Management
Sweden
$890M +$21.1M +66,057 +3%
Barclays
33
Barclays
United Kingdom
$859M +$69.9M +218,256 +9%
CWP
34
Capital Wealth Planning
Florida
$814M -$71.3M -222,538 -8%
Ameriprise
35
Ameriprise
Minnesota
$810M -$262M -819,663 -26%
JT
36
Jupiter Topco
New York
$806M +$763M +2,382,750 New
Amundi
37
Amundi
France
$797M -$43.7M -136,512 -5%
Boston Partners
38
Boston Partners
Massachusetts
$785M +$82M +256,194 +12%
Capital World Investors
39
Capital World Investors
California
$708M -$239M -745,035 -26%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$626M +$35.2M +109,914 +6%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$602M +$68.3M +213,292 +14%
Mitsubishi UFJ Asset Management
42
Mitsubishi UFJ Asset Management
Japan
$579M +$15.9M +49,763 +3%
First Eagle Investment Management
43
First Eagle Investment Management
New York
$568M +$5.61M +17,519 +1%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$534M -$129M -402,235 -20%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$530M -$32M -99,835 -6%
Swiss National Bank
46
Swiss National Bank
Switzerland
$507M -$37.9M -118,280 -7%
First Trust Advisors
47
First Trust Advisors
Illinois
$486M +$5.42M +16,925 +1%
Marshall Wace
48
Marshall Wace
United Kingdom
$483M +$417M +1,303,120 +1,034%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$474M -$15.9M -49,581 -3%
BNP Paribas Asset Management
50
BNP Paribas Asset Management
France
$458M +$35.3M +110,202 +9%

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.