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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
AFG
2651
Albion Financial Group
Utah
$29.6K
TCM
2652
TruNorth Capital Management
Michigan
$29.6K
HHGA
2653
Halbert Hargrove Global Advisors
California
$28.9K +$18.8K +59 +211%
GA
2654
Guerra Advisors
Florida
$27.9K +$26.7K +84 New
MWPCG
2655
Measured Wealth Private Client Group
New Hampshire
$27.6K +$26.4K +83 New
AIM
2656
Access Investment Management
Georgia
$27.2K
DFA
2657
DHJJ Financial Advisors
Illinois
$27.2K +$1.91K +6 +8%
MNA
2658
Manning & Napier Advisors
New York
$26.9K +$25.8K +81 New
HC
2659
Hoese & Co
Minnesota
$26.6K -$63.6K -200 -71%
CIA
2660
Cape Investment Advisory
Georgia
$26.2K -$135K -423 -84%
VWM
2661
Valley Wealth Managers
New Jersey
$25.2K +$14.6K +46 +153%
ECM
2662
Estabrook Capital Management
New York
$24.6K
IW
2663
Imprint Wealth
South Carolina
$23.9K +$22.9K +72 New
DWM
2664
Dogwood Wealth Management
Kansas
$23.3K +$1.27K +4 +6%
CCM
2665
Cloud Capital Management
Washington
$23K +$22.3K +70 New
ACM
2666
Anfield Capital Management
California
$22.6K +$7.32K +23 +51%
PP
2667
Pacifica Partners
Canada
$22.3K
FUBT
2668
First United Bank & Trust
Maryland
$21.6K +$12.7K +40 +160%
GCGDR
2669
Geo Capital Gestora de Recursos
Brazil
$20K
RL
2670
Rogco LP
Oklahoma
$19.9K
MAM
2671
Marquette Asset Management
Minnesota
$19.3K +$18.4K +58 New
PMIM
2672
Prudent Man Investment Management
Colorado
$19K
QL
2673
Quarry LP
New York
$18.6K +$17.8K +56 New
EPIMS
2674
Evelyn Partners Investment Management Services
$18.3K
DPW
2675
DiNuzzo Private Wealth
Pennsylvania
$17.2K

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.