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
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$51.3B
BlackRock
2
BlackRock
New York
$14.2B +$30.8M +96,083 +0.2%
Vanguard Capital Management
3
Vanguard Capital Management
Pennsylvania
$11.9B +$706M +2,205,306 +7%
State Street
4
State Street
Massachusetts
$9.84B -$42.2M -131,918 -0.5%
JP Morgan Chase
5
JP Morgan Chase
New York
$6.97B +$16.5M +51,618 +0.3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.73B -$47M -146,925 -1%
Morgan Stanley
7
Morgan Stanley
New York
$4.44B +$100M +312,357 +2%
Fisher Asset Management
8
Fisher Asset Management
Washington
$3.19B +$56.4M +176,298 +2%
Vanguard Portfolio Management
9
Vanguard Portfolio Management
Pennsylvania
$2.96B +$252M +786,964 +10%
Norges Bank
10
Norges Bank
Norway
$2.7B +$2.56B +7,985,867 New
Bank of America
11
Bank of America
North Carolina
$2.7B +$197M +614,981 +8%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$2.37B +$4.19M +13,100 +0.2%
Northern Trust
13
Northern Trust
Illinois
$2.1B -$30.1M -94,004 -1%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$2.03B -$1.04B -3,257,444 -35%
Wells Fargo
15
Wells Fargo
California
$2.02B +$87.4M +272,927 +5%
Nuveen
16
Nuveen
North Carolina
$1.76B -$128M -400,979 -7%
Goldman Sachs
17
Goldman Sachs
New York
$1.73B +$48.1M +150,276 +3%
UBS AM
18
UBS AM
Illinois
$1.71B -$62.1M -193,996 -4%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$1.54B -$192M -599,751 -12%
Artisan Partners
20
Artisan Partners
Wisconsin
$1.53B -$23.3M -72,839 -2%
DZ Bank
21
DZ Bank
Germany
$1.48B -$9.49M -29,634 -0.7%
UBS Group
22
UBS Group
Switzerland
$1.38B -$155M -483,398 -11%
Charles Schwab
23
Charles Schwab
California
$1.32B +$5.43M +16,958 +0.4%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.26B -$37.4M -116,966 -3%
Legal & General Group
25
Legal & General Group
United Kingdom
$1.14B -$99.8M -311,628 -8%

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.