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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
HFS
2626
Hughes Financial Services
Virginia
$46.5K +$2.86K +9 +8%
GWSG
2627
GPS Wealth Strategies Group
Colorado
$46.5K
VWWMG
2628
Vermillion & White Wealth Management Group
Pennsylvania
$46.4K +$3.5K +11 +9%
1NWS
2629
1 North Wealth Services
Maryland
$45.8K
LCM
2630
Logan Capital Management
Pennsylvania
$44.8K +$14.3K +45 +50%
AIA
2631
Aventus Investment Advisors
Florida
$44.5K
WAM
2632
WFA Asset Management
Wisconsin
$43.9K
MAM
2633
Meeder Asset Management
Ohio
$43.2K -$74.7K -235 -64%
FLP
2634
Financial Life Planners
Arizona
$43.2K +$41.4K +130 New
CH
2635
Canton Hathaway
Rhode Island
$43K
PG
2636
Proffitt & Goodson
Tennessee
$42.5K
AIC
2637
Archer Investment Corporation
Indiana
$41.5K
NIM
2638
Nexus Investment Management
Ontario, Canada
$41.5K
SC
2639
Solstein Capital
California
$40.2K
WOC
2640
West Oak Capital
California
$40.1K -$313K -985 -8%
HHMI
2641
Howard Hughes Medical Institute
Maryland
$38.9K -$636 -2 -2%
ACA
2642
American Capital Advisory
Idaho
$37.4K -$954 -3 -3%
PSFG
2643
Park Square Financial Group
Georgia
$35.9K -$194K -610 -85%
CWM
2644
Cranbrook Wealth Management
Michigan
$34.9K
GFL
2645
Granite FO LLC
New Hampshire
$34.5K
CIAS
2646
CBIZ Investment Advisory Services
Ohio
$34.2K -$6.04K -19 -16%
GFWA
2647
Grey Fox Wealth Advisors
Delaware
$33.5K +$32.1K +101 New
RJA
2648
Ross\Johnson & Associates
Minnesota
$33.2K
SCA
2649
Stuart Chaussee & Associates
California
$33.2K
STB
2650
S&T Bank
Pennsylvania
$32.2K

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.