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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
FCT
2526
First Community Trust
Iowa
$183K -$19.1K -60 -10%
MAFA
2527
MJT & Associates Financial Advisory
Minnesota
$180K
IUHSA
2528
Itau Unibanco Holding S.A.
Brazil
$180K -$6.04K -19 -3%
PPC
2529
Park Place Capital
Alabama
$180K +$150K +472 +684%
VWA
2530
VSM Wealth Advisory
Maryland
$177K
FWA
2531
Flagship Wealth Advisors
Massachusetts
$176K -$161K -505 -49%
WPA
2532
Wealth Preservation Advisors
Tennessee
$175K +$95.4K +300 +132%
AI
2533
AXS Investments
New York
$175K +$168K +528 New
CVM
2534
Cheviot Value Management
California
$171K
IWM
2535
IMG Wealth Management
Florida
$169K
RFG
2536
REAP Financial Group
Texas
$166K +$10.5K +33 +7%
CCMI
2537
Creative Capital Management Investments
California
$166K
SNB
2538
Security National Bank
Nebraska
$154K -$25.4K -80 -15%
DMBA
2539
Deseret Mutual Benefit Administrators
Utah
$153K -$8.59K -27 -6%
BHWM
2540
Bay Harbor Wealth Management
Maryland
$152K +$4.77K +15 +3%
BGAI
2541
Bruce G. Allen Investments
Colorado
$151K -$57.9K -182 -29%
RS
2542
Rakuten Securities
Japan
$150K -$118K -371 -45%
FFL
2543
Financial Freedom LLC
Ohio
$146K
SIS
2544
Sound Income Strategies
Florida
$145K -$41K -129 -22%
OP
2545
ORG Partners
Indiana
$142K +$26.1K +82 +24%
BHWM
2546
Beaird Harris Wealth Management
Texas
$142K
FC
2547
Fairscale Capital
New Hampshire
$139K
B
2548
Birchbrook
Maine
$136K
JAM
2549
JCIC Asset Management
Ontario, Canada
$136K +$130K +410 New
BIA
2550
Bell Investment Advisors
California
$135K +$3.18K +10 +3%

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.