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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
WW
2726
Winnow Wealth
Texas
$4.33K +$4.13K +13 New
WA
2727
WestEnd Advisors
North Carolina
$4.32K +$318 +1 +8%
PS
2728
PayPay Securities
Japan
$3.96K +$636 +2 +20%
DI
2729
DAGCO Inc
Ohio
$3.65K
PA
2730
Pineridge Advisors
Missouri
$3.65K
WAS
2731
Winch Advisory Services
Wisconsin
$3.46K
YAL
2732
Your Advocates Ltd
Texas
$3.39K -$3.18K -10 -50%
PCM
2733
Perritt Capital Management
Illinois
$3.32K
HC
2734
Hurley Capital
New York
$2.66K -$15.6K -49 -86%
SA
2735
Seneschal Advisors
Washington
$2.33K +$2.23K +7 New
CWM
2736
Copia Wealth Management
Oregon
$2.33K
PIS
2737
POM Investment Strategies
North Carolina
$1.99K +$1.91K +6 New
DWA
2738
Delos Wealth Advisors
Texas
$1.66K -$8.27K -26 -84%
HC
2739
Hara Capital
Washington
$1.66K
BGWM
2740
Bridge Generations Wealth Management
Florida
$1.33K
EFMH
2741
E Fund Management (HK)
Hong Kong
$1.33K +$1.27K +4 New
SFCL
2742
Strengthening Families & Communities LLC
Massachusetts
$999 +$954 +3 New
BIM
2743
Breakwater Investment Management
Washington
$997 +$954 +3 New
NMG
2744
New Millennium Group
Utah
$664 +$636 +2 New
TPBG
2745
Turning Point Benefit Group
Maryland
$657 +$636 +2 New
CWP
2746
Clark Wealth Partners
Illinois
$370 +$318 +1 New
CFP
2747
Comprehensive Financial Planning
Pennsylvania
$335
EWM
2748
Evolution Wealth Management
Florida
$332 +$318 +1 New
Norges Bank
2749
Norges Bank
Norway
-$1.9B -5,948,131 Closed
Arrowstreet Capital
2750
Arrowstreet Capital
Massachusetts
-$129M -405,906 Closed

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.