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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
BFWA
2701
Benchmark Financial Wealth Advisors
Florida
$201K +$190K +593 New
MAG
2702
M3 Advisory Group
Massachusetts
$200K -$32.7K -102 -15%
JWM
2703
JPL Wealth Management
Colorado
$198K +$29.5K +92 +19%
SWIM
2704
Smallwood Wealth Investment Management
New Jersey
$198K +$16K +50 +9%
CFS
2705
CGC Financial Services
Oregon
$197K
SIS
2706
Strategic Investment Solutions
Illinois
$196K +$961 +3 +0.5%
TCA
2707
Trifecta Capital Advisors
Illinois
$195K +$320 +1 +0.2%
RFG
2708
REAP Financial Group
Texas
$194K -$961 -3 -0.5%
KFA
2709
Kelleher Financial Advisors
New York
$191K +$51.2K +160 +40%
MAFA
2710
MJT & Associates Financial Advisory
Minnesota
$187K +$3.52K +11 +2%
CIA
2711
Cape Investment Advisory
Georgia
$187K -$44.8K -140 -20%
GCM
2712
Gables Capital Management
Florida
$186K +$59.2K +185 +51%
AG
2713
AmeriFlex Group
Nevada
$185K +$4.48K +14 +3%
CCMI
2714
Creative Capital Management Investments
California
$182K +$11.5K +36 +7%
SFG
2715
Strive Financial Group
Indiana
$180K -$22.7K -71 -12%
VWA
2716
VSM Wealth Advisory
Maryland
$180K
RDFA
2717
Ritter Daniher Financial Advisory
Ohio
$180K
MWM
2718
Mascoma Wealth Management
New Hampshire
$180K
CFD
2719
Creative Financial Designs
Indiana
$180K -$10.9K -34 -6%
PPC
2720
Park Place Capital
Alabama
$178K -$4.16K -13 -2%
MI
2721
Markowski Investments
Florida
$178K +$168K +525 New
IWM
2722
IMG Wealth Management
Florida
$171K +$1.6K +5 +1%
VR
2723
Vision Retirement
New Jersey
$169K +$3.84K +12 +2%
CAIM
2724
Catherine Avery Investment Management
Florida
$169K
PWMG
2725
Private Wealth Management Group
New Jersey
$167K +$64K +200 +68%

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.