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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
FFA
2701
Frazier Financial Advisors
Ohio
$9.3K
TFGT
2702
TS Financial Group (TSFG)
Illinois
$9K
EWP
2703
Elevation Wealth Partners
California
$8.97K +$8.59K +27 New
AF
2704
Aviso Financial
Ontario, Canada
$8.97K
LFA
2705
LGT Financial Advisors
Texas
$8.97K
IFS
2706
Intelligent Financial Strategies
Minnesota
$8.3K -$53.8K -169 -87%
HFS
2707
Horizon Financial Services
North Carolina
$7.97K +$7.63K +24 New
CJ
2708
Caitlin John
Michigan
$7.81K +$7.63K +24 New
AP
2709
Atwood & Palmer
Missouri
$7.64K -$318 -1 -4%
HAP
2710
Harbor Asset Planning
Massachusetts
$7.31K
LIA
2711
Luken Investment Analytics
Tennessee
$7.31K
NWM
2712
Nova Wealth Management
Florida
$7.23K
MSFP
2713
Mark Sheptoff Financial Planning
Connecticut
$6.97K
MAS
2714
MPWM Advisory Solutions
Georgia
$6.97K
PWA
2715
Principia Wealth Advisory
Texas
$6.97K +$954 +3 +17%
CC
2716
Corsicana & Co
Texas
$6.97K +$6.68K +21 New
IA
2717
IFS Advisors
Kansas
$6.64K
TCB
2718
Texas Capital Bancshares
Texas
$6.64K +$6.36K +20 New
RPA
2719
Redwood Park Advisors
California
$5.99K
DCM
2720
Davis Capital Management
Florida
$5.98K +$5.72K +18 New
CMA
2721
Cedar Mountain Advisors
Oregon
$5.65K +$5.41K +17 New
AP
2722
Aspect Partners
Virginia
$5.32K +$2.23K +7 +78%
QWM
2723
Quaker Wealth Management
New Jersey
$4.98K
HIA
2724
HFM Investment Advisors
New Jersey
$4.98K
BMC
2725
Bear Mountain Capital
Washington
$4.83K +$1.27K +4 +40%

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.