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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
PSP
2801
Principal Street Partners
Tennessee
-$301K -944 Closed
CPSAC
2802
Chas P. Smith & Associates (CPS)
Florida
-$300K -942 Closed
BA
2803
Bellwether Advisors
Nebraska
-$300K -941 Closed
CNTOF
2804
Canandaigua National Trust of Florida
New York
-$298K -934 Closed
LCWP
2805
Legacy Capital Wealth Partners
Arkansas
-$292K -915 Closed
AC
2806
ASB Consultores
Florida
-$285K -893 Closed
PPWM
2807
PFG Private Wealth Management
Florida
-$283K -887 Closed
OC
2808
Oarsman Capital
Wisconsin
-$282K -885 Closed
WP
2809
WealthPLAN Partners
Nebraska
-$281K -880 Closed
SHWM
2810
Smith & Howard Wealth Management
Georgia
-$275K -861 Closed
AFA
2811
Antonelli Financial Advisors
Michigan
-$266K -835 Closed
KFS
2812
Kelly Financial Services
Massachusetts
-$251K -788 Closed
WDG
2813
Wealth Dimensions Group
Ohio
-$243K -761 Closed
TA
2814
TrueWealth Advisors
Alabama
-$242K -758 Closed
NWWA
2815
New Wave Wealth Advisors
Arkansas
-$230K -722 Closed
Q
2816
QVR
California
-$230K -721 Closed
RL
2817
Retireful LLC
Michigan
-$226K -709 Closed
EFL
2818
ERn Financial LLC
Wisconsin
-$221K -692 Closed
FCM
2819
Fourpath Capital Management
Oklahoma
-$219K -688 Closed
TBWA
2820
Three Bridge Wealth Advisors
California
-$216K -676 Closed
TFA
2821
Trinity Financial Advisors
Ohio
-$211K -660 Closed
TPWA
2822
Twin Peaks Wealth Advisors
California
-$198K -653 Closed
BWS
2823
Buck Wealth Strategies
Colorado
-$207K -649 Closed
AGC
2824
Aspen Grove Capital
Colorado
-$207K -648 Closed
CWP
2825
Curated Wealth Partners
California
-$204K -640 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.