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American Express

2,748 hedge funds and large institutions have $193B invested in American Express in 2025 Q3 according to their latest regulatory filings, with 182 funds opening new positions, 1,018 increasing their positions, 1,037 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 104

22% more call options, than puts

Call options by funds: $3.18B | Put options by funds: $2.6B

1% more funds holding

Funds holding: 2,7092,748 (+39)

2% more capital invested

Capital invested by funds: $190B → $193B (+$3.51B)

2% less repeat investments, than reductions

Existing positions increased: 1,018 | Existing positions reduced: 1,037

1.32% less ownership

Funds ownership: 85.01%83.69% (-1.3%)

11% less funds holding in top 10

Funds holding in top 10: 10694 (-12)

Holders
2,748
Holders Change
+39
Holders Change %
+1.44%
% of All Funds
36.06%
Holding in Top 10
94
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-11.32%
% of All Funds
1.23%
New
182
Increased
1,018
Reduced
1,037
Closed
104
Calls
$3.18B
Puts
$2.6B
Net Calls
+$582M
Net Calls Change
-$9.9M
Name Holding Trade Value Shares
Change
Change in
Stake
W
2476
WealthCollab
Washington
$212K
MCCA
2477
Mill Creek Capital Advisors
Pennsylvania
$212K
WPWM
2478
Western Pacific Wealth Management
Illinois
$211K
AF
2479
Advisornet Financial
Minnesota
$211K +$10.2K +32 +5%
EL
2480
EWA LLC
Pennsylvania
$210K +$202K +634 New
TW
2481
Towerpoint Wealth
California
$210K +$201K +633 New
CCM
2482
Canal Capital Management
Virginia
$210K -$29.9K -94 -13%
CWA
2483
CogentBlue Wealth Advisors
Tennessee
$210K +$201K +631 New
LF
2484
Lee Financial
Texas
$209K +$200K +629 New
SFS
2485
Strategic Financial Services
New York
$209K +$200K +628 New
ACA
2486
Affinity Capital Advisors
California
$209K
HBT
2487
Heartland Bank & Trust
Illinois
$208K -$189K -595 -49%
NPA
2488
Nichols & Pratt Advisers
Massachusetts
$208K -$7.95K -25 -4%
HW
2489
HORAN Wealth
Ohio
$208K +$199K +625 New
VP
2490
Verum Partners
North Carolina
$207K -$3.82K -12 -2%
MWM
2491
Mascoma Wealth Management
New Hampshire
$206K
PFA
2492
Professional Financial Advisors
Nebraska
$206K +$197K +620 New
JWM
2493
JPL Wealth Management
Colorado
$206K +$197K +619 New
RBC
2494
Romano Brothers & Co
Illinois
$206K +$197K +619 New
VCM
2495
Vision Capital Management
Oregon
$205K +$197K +618 New
CA
2496
Claris Advisors
Missouri
$205K
TCA
2497
Trifecta Capital Advisors
Illinois
$205K -$10.2K -32 -5%
TCMP
2498
Thrive Capital Management (Pennsylvania)
Pennsylvania
$205K -$7.63K -24 -4%
APM
2499
a16z Perennial Management
California
$205K +$196K +616 New
TW
2500
Traveka Wealth
California
$204K +$196K +615 New

AXP Hedge Fund Activity: Q3 2025 in Review

2,748 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q3 2025, worth a combined $193B — up 1.9% from $190B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new AXP positions and 104 closed out — a net gain of 78 holders — while 1,018 added to existing stakes and 1,037 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1B. The largest seller was Wellington Management Group, cutting an estimated $611M.

  • 2,748 institutional investors held American Express (AXP) as of Q3 2025, up from 2,709 in Q2 2025.
  • Funds reported $193B of American Express stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 182 funds opened new American Express positions in Q3 2025 and 104 closed out, a net change of +78 holders.
  • The largest American Express buyer in Q3 2025 was JP Morgan Chase, an estimated $1B added.
  • The largest American Express seller in Q3 2025 was Wellington Management Group, an estimated $611M sold.

Based on aggregated 13F filings for Q3 2025.