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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
KFA
2551
Kelleher Financial Advisors
New York
$135K +$129K +405 New
FMB
2552
Field & Main Bank
Kentucky
$133K
AEPWM
2553
Atlantic Edge Private Wealth Management
Florida
$131K +$4.77K +15 +4%
GKIM
2554
GW&K Investment Management
Massachusetts
$127K +$4.45K +14 +4%
BWM
2555
Bernard Wealth Management
Michigan
$122K
KFP
2556
Kerr Financial Planning
California
$122K +$109K +344 New
HCM
2557
Hollencrest Capital Management
California
$121K -$954 -3 -0.8%
T
2558
TOBAM
France
$120K -$95.7K -301 -45%
RA
2559
Rise Advisors
New York
$119K +$3.5K +11 +3%
IWMWV
2560
Ironwood Wealth Management (West Virginia)
West Virginia
$119K
CFD
2561
Creative Financial Designs
Indiana
$117K +$636 +2 +0.6%
HNW
2562
High Note Wealth
Minnesota
$114K +$636 +2 +0.6%
GG
2563
Gleason Group
Kentucky
$114K +$318 +1 +0.3%
GCM
2564
Gables Capital Management
Florida
$113K
RFS
2565
Richardson Financial Services
Massachusetts
$112K +$36.6K +115 +52%
FIM
2566
FWL Investment Management
Texas
$111K
PCFFS
2567
Pacific Center for Financial Services
California
$110K
BCM
2568
Boreal Capital Management
Florida
$105K +$21.3K +67 +27%
MMCM
2569
Murphy & Mullick Capital Management
New York
$105K +$8.91K +28 +10%
NCM
2570
Northwest Capital Management
Oregon
$104K
CBT
2571
Crews Bank & Trust
Florida
$104K
GWSA
2572
Global Wealth Strategies & Associates
Colorado
$100K
OPTFSNA
2573
Old Point Trust & Financial Services N A
Virginia
$100K
C
2574
Covestor
United Kingdom
$100K +$3.18K +10 +3%
GEA
2575
Glen Eagle Advisors
New Jersey
$98.4K +$14.9K +47 +19%

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.