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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
LOAMS
476
Lombard Odier Asset Management (Switzerland)
Switzerland
$14.8M +$2.8M +8,760 +25%
FGP
477
Foyston, Gordon, & Payne
Ontario, Canada
$14.6M +$55.7K +174 +0.4%
WTC
478
WhitTier Trust Company
Nevada
$14.6M +$792K +2,474 +6%
LG
479
LaFleur & Godfrey
Michigan
$14.4M -$120K -375 -0.9%
RCW
480
Rheos Capital Works
Japan
$14.2M +$1.7M +5,300 +14%
GIBU
481
Gulf International Bank (UK)
United Kingdom
$14.2M -$232K -725 -2%
SC
482
Searle & Co
Connecticut
$14.1M
MSU
483
Mizuho Securities USA
New York
$14.1M +$2.97M +9,289 +29%
NB
484
Norinchukin Bank
Japan
$14M +$179K +559 +1%
SJL
485
Shayne & Jacobs LLC
Tennessee
$13.9M -$24K -75 -0.2%
DT
486
Diversified Trust
Tennessee
$13.8M -$323K -1,010 -2%
Pacer Advisors
487
Pacer Advisors
Pennsylvania
$13.8M +$4.21M +13,163 +48%
UF
488
Univest Financial
Pennsylvania
$13.7M -$349K -1,091 -3%
VCAM
489
Van Cleef Asset Management
Ohio
$13.7M -$182K -569 -1%
SCM
490
Shelton Capital Management
Colorado
$13.7M -$2.61M -8,161 -17%
CSP
491
Cary Street Partners
Virginia
$13.6M +$216K +674 +2%
AV
492
ASR Vermogensbeheer
Netherlands
$13.6M -$7.82M -24,420 -38%
GC
493
Grimes & Company
Massachusetts
$13.6M +$309K +965 +2%
NLGIA
494
Nippon Life Global Investors Americas
New York
$13.6M +$138K +430 +1%
Walleye Trading
495
Walleye Trading
New York
$13.5M -$7.46M -23,296 -37%
GAM
496
Griffin Asset Management
New York
$13.5M -$14.7K -46 -0.1%
MKA
497
M. Kulyk & Associates
Georgia
$13.5M +$73K +228 +0.6%
CI
498
CX Institutional
Indiana
$13.5M +$797K +2,488 +7%
GGS
499
Galvin Gaustad & Stein
Arizona
$13.5M -$5.06M -15,801 -28%
PR
500
Payden & Rygel
California
$13.4M +$2.5M +7,800 +25%

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.