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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
I
2776
InceptionR
California
-$833K -2,610 Closed
SC
2777
Soundwatch Capital
Connecticut
-$1.57M -2,551 Closed
IC
2778
Iconiq Capital
California
-$784K -2,457 Closed
PAA
2779
Peregrine Asset Advisers
Oregon
-$727K -2,279 Closed
WMWM
2780
Whitaker-Myers Wealth Managers
Ohio
-$689K -2,159 Closed
ARC
2781
Advisor Resource Council
Texas
-$594K -1,862 Closed
W
2782
Wealthquest
Ohio
-$580K -1,818 Closed
RAM
2783
Readystate Asset Management
Illinois
-$515K -1,613 Closed
CT
2784
ClearAlpha Technologies
Connecticut
-$480K -1,506 Closed
HFRG
2785
Houlihan Financial Resource Group
Virginia
-$432K -1,357 Closed
HWP
2786
Hibernia Wealth Partners
Louisiana
-$427K -1,337 Closed
OF
2787
Optimize Financial
California
-$423K -1,326 Closed
LL
2788
LPWM LLC
Minnesota
-$358K -1,121 Closed
CMF
2789
Counterpoint Mutual Funds
California
-$355K -1,114 Closed
BCG
2790
Bravias Capital Group
New Jersey
-$337K -1,058 Closed
QIM
2791
Quantitative Investment Management
Virginia
-$333K -1,047 Closed
AT
2792
American Trust
Kentucky
-$327K -1,024 Closed
CCA
2793
Cottonwood Capital Advisors
Utah
-$325K -1,020 Closed
BCG
2794
BayBridge Capital Group
California
-$323K -1,012 Closed
EC
2795
EntryPoint Capital
New York
-$318K -997 Closed
TA
2796
TFB Advisors
Kansas
-$309K -970 Closed
RFM
2797
Royal Fund Management
Florida
-$308K -967 Closed
BWG
2798
Berry Wealth Group
Texas
-$306K -960 Closed
IGAM
2799
iA Global Asset Management
Quebec, Canada
-$303K -950 Closed
MPM
2800
MBB Public Markets
Illinois
-$301K -945 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.