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
Corient Private Wealth
76
Corient Private Wealth
Florida
$253M -$21.9M -68,418 -8%
Capital Research Global Investors
77
Capital Research Global Investors
California
$251M -$778M -2,428,907 -77%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$248M -$5.39M -16,836 -2%
William Blair & Company
79
William Blair & Company
Illinois
$230M -$4.31M -13,446 -2%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$230M +$15.2M +47,462 +8%
Luther King Capital Management (LKCM)
81
Luther King Capital Management (LKCM)
Texas
$223M +$17.7M +55,206 +9%
Korea Investment Corp
82
Korea Investment Corp
South Korea
$219M +$8.19M +25,591 +4%
SGF
83
S&G Foundation
Wyoming
$217M
Aberdeen Group
84
Aberdeen Group
United Kingdom
$216M -$11.8M -37,005 -5%
Universal-Beteiligungs- und Servicegesellschaft
85
Universal-Beteiligungs- und Servicegesellschaft
Germany
$207M -$1.92M -6,002 -1%
Natixis Advisors
86
Natixis Advisors
Massachusetts
$203M +$40.9M +127,869 +27%
CBU
87
CIBC Bancorp USA
Illinois
$195M +$53.8M +168,158 +41%
TI
88
Tidal Investments
Wisconsin
$195M +$1.15M +3,585 +0.6%
BGC
89
Beutel, Goodman & Co
Ontario, Canada
$194M -$29.2M -91,354 -14%
SCM
90
Smead Capital Management
Arizona
$192M -$10.8M -33,580 -6%
New York State Common Retirement Fund
91
New York State Common Retirement Fund
New York
$192M -$13.5M -42,058 -7%
TAM
92
Timucuan Asset Management
Florida
$192M +$1.05M +3,264 +0.6%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$184M -$7.97M -24,892 -4%
Ensign Peak Advisors
94
Ensign Peak Advisors
Utah
$176M +$11.8M +36,742 +8%
AIM
95
Alphinity Investment Management
Australia
$172M -$12.7M -39,795 -7%
US Bancorp
96
US Bancorp
Minnesota
$167M +$711K +2,220 +0.5%
MG
97
Markel Group
Virginia
$166M
Aviva
98
Aviva
United Kingdom
$166M +$592K +1,848 +0.4%
AllianceBernstein
99
AllianceBernstein
Tennessee
$165M -$5.38M -16,806 -3%
Jones Financial Companies
100
Jones Financial Companies
Missouri
$165M +$44.6M +139,449 +40%

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.