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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
PB
2576
Pinnacle Bancorp
Nebraska
$97.7K
GK
2577
Graney & King
New York
$97.2K +$318 +1 +0.3%
TC
2578
Tacita Capital
Ontario, Canada
$96.3K
SIC
2579
SJS Investment Consulting
Ohio
$96K +$76.7K +241 +502%
RDFA
2580
Ritter Daniher Financial Advisory
Ohio
$95.7K
PWMG
2581
Private Wealth Management Group
New Jersey
$94.3K
RF
2582
Rossby Financial
Florida
$89.7K -$318 -1 -0.4%
VWM
2583
Vermillion Wealth Management
Minnesota
$89.3K +$318 +1 +0.4%
Q1WB
2584
Quest 10 Wealth Builders
Virginia
$89.3K -$26.7K -84 -24%
WAG
2585
Wiser Advisor Group
Arizona
$88K +$84.3K +265 New
TFA
2586
Transamerica Financial Advisors
Florida
$87K +$82.4K +259 +8,633%
AWM
2587
Accredited Wealth Management
Kentucky
$85.9K -$48.3K -152 -59%
AT
2588
Avalon Trust
New Mexico
$84K +$4.45K +14 +6%
WA
2589
WPG Advisers
Maryland
$83.4K -$954 -3 -1%
FCMT
2590
Founders Capital Management (Texas)
Texas
$83K
FWM
2591
FSA Wealth Management
Massachusetts
$80.7K
S
2592
Sachetta
Massachusetts
$78.3K +$2.86K +9 +4%
OAJ
2593
Ogorek Anthony Joseph
New York
$77K +$954 +3 +1%
FP
2594
Financial Perspectives
Minnesota
$76.9K
SVWA
2595
Sarver Vrooman Wealth Advisors
Missouri
$75.1K
AWM
2596
AllSquare Wealth Management
New York
$74.4K
FG
2597
Fairman Group
Pennsylvania
$73.1K
JFA
2598
JNBA Financial Advisors
Minnesota
$71.1K
PP
2599
PFS Partners
New Jersey
$70K +$1.91K +6 +3%
FPF
2600
First Pacific Financial
Washington
$69.1K

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.