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
Voloridge Investment Management
176
Voloridge Investment Management
Florida
$79.9M -$7.23M -22,597 -9%
Balyasny Asset Management
177
Balyasny Asset Management
Illinois
$79.3M +$13.6M +42,424 +22%
Lazard Asset Management
178
Lazard Asset Management
New York
$78.9M +$2.03M +6,342 +3%
GFI
179
Global Frontier Investments
South Carolina
$78.9M
AIMCA
180
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$77.8M -$3.23M -10,100 -4%
VDI
181
Vaughan David Investments
Illinois
$76.9M -$9.93K -31 -0%
Cetera Investment Advisers
182
Cetera Investment Advisers
Illinois
$76.6M +$1.72M +5,370 +2%
BTW
183
Boston Trust Walden
Massachusetts
$75.9M -$677K -2,115 -0.9%
Janney Montgomery Scott
184
Janney Montgomery Scott
Pennsylvania
$75.2M -$3.92M -12,240 -5%
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
$74.4M -$2.32M -7,255 -3%
Cerity Partners
186
Cerity Partners
New York
$74M +$1.08M +3,382 +2%
CIP
187
Cornerstone Investment Partners
Georgia
$71.7M +$12.4M +38,790 +22%
Bank of Nova Scotia
188
Bank of Nova Scotia
Ontario, Canada
$71.7M +$24.3M +75,784 +56%
HP
189
Hosking Partners
United Kingdom
$71.1M -$2.17M -6,773 -3%
DSA
190
Davis Selected Advisers
Arizona
$71M -$7.46M -23,305 -10%
ProShare Advisors
191
ProShare Advisors
Maryland
$70.6M -$4.47M -13,976 -6%
ASC
192
Atalanta Sosnoff Capital
New York
$69.9M +$2.14M +6,680 +3%
ERSOT
193
Employees Retirement System of Texas
Texas
$69.7M +$7.14M +22,300 +12%
Ohio Public Employees Retirement System (OPERS)
194
Ohio Public Employees Retirement System (OPERS)
Ohio
$69.6M -$4.82M -15,067 -7%
ZIM
195
Zacks Investment Management
Illinois
$69M +$674K +2,105 +1%
FAF
196
Fjarde Ap-fonden
Sweden
$68.9M +$14.5M +45,400 +29%
Harris Associates
197
Harris Associates
Illinois
$68.8M -$81K -253 -0.1%
VF
198
Vest Financial
Virginia
$68.7M +$5.72M +17,863 +10%
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$68.5M -$821K -2,563 -1%
SLAM
200
Swiss Life Asset Management
$68.4M +$7.41M +23,135 +13%

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.