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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
ClearBridge Investments
151
ClearBridge Investments
New York
$102M -$10.7M -33,537 -10%
Caisse de Depot et Placement du Quebec (CDPQ)
152
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$100M +$15.4M +48,019 +19%
EIP
153
Epoch Investment Partners
New York
$99.2M -$17.8M -55,745 -16%
BHC
154
Bowen Hanes & Co
Florida
$96.7M
Toronto Dominion Bank
155
Toronto Dominion Bank
Ontario, Canada
$96.4M -$88.4M -276,232 -49%
State of Wisconsin Investment Board
156
State of Wisconsin Investment Board
Wisconsin
$96M -$3.57M -11,138 -4%
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$95.2M +$716K +2,235 +0.8%
Creative Planning
158
Creative Planning
Kansas
$94.2M +$11.9M +37,125 +15%
DLA
159
Douglas Lane & Associates
New York
$93.5M -$3.56M -11,104 -4%
Brown Advisory
160
Brown Advisory
Maryland
$93.5M +$1.55M +4,848 +2%
Dodge & Cox
161
Dodge & Cox
California
$91.8M -$1.99M -6,211 -2%
Vanguard Investments Australia
162
Vanguard Investments Australia
Australia
$91.6M -$1.1M -3,427 -1%
Mitsubishi UFJ Trust & Banking
163
Mitsubishi UFJ Trust & Banking
Japan
$91.5M +$6.82M +21,308 +9%
Chevy Chase Trust
164
Chevy Chase Trust
Maryland
$90.2M -$16.1M -50,345 -16%
SEI Investments
165
SEI Investments
Pennsylvania
$88.5M -$3.19M -9,953 -4%
GT
166
Glenmede Trust
Pennsylvania
$86.4M -$8.75M -27,332 -10%
Prudential Financial
167
Prudential Financial
New Jersey
$85.7M -$1.9M -5,946 -2%
KK
168
KLP Kapitalforvaltning
Norway
$84.9M +$5.47M +17,080 +7%
Focus Partners Wealth
169
Focus Partners Wealth
Massachusetts
$84.5M -$2.24M -7,001 -3%
Royal London Asset Management
170
Royal London Asset Management
United Kingdom
$83.9M -$1.09M -3,414 -1%
Handelsbanken Fonder
171
Handelsbanken Fonder
Sweden
$82.8M +$12.7M +39,679 +19%
GLA
172
Great Lakes Advisors
Illinois
$82.5M -$11.7M -36,570 -13%
Wealth Enhancement Advisory Services
173
Wealth Enhancement Advisory Services
Minnesota
$80.3M +$3.63M +11,340 +5%
Teacher Retirement System of Texas
174
Teacher Retirement System of Texas
Texas
$80.3M +$434K +1,355 +0.6%
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$80.3M +$2.23M +6,952 +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.