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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
FF
2826
Foronjy Financial
California
-$204K -639 Closed
GFG
2827
Goldstone Financial Group
Illinois
-$210K -639 Closed
BWM
2828
BCS Wealth Management
Tennessee
-$203K -636 Closed
LWA
2829
Lantern Wealth Advisors
New York
-$202K -632 Closed
BCMLT
2830
Beacon Capital Management LLC (Tennessee)
Tennessee
-$110K -346 Closed
WTFG
2831
Wood Tarver Financial Group
Idaho
-$81K -255 Closed
WA
2832
Whipplewood Advisors
Colorado
-$77.8K -244 Closed
PFG
2833
Putney Financial Group
California
-$74K -232 Closed
WCM
2834
Winthrop Capital Management
Indiana
-$73K -230 Closed
TIM
2835
Total Investment Management
Arizona
-$71.5K -224 Closed
IIM
2836
Intact Investment Management
Quebec, Canada
-$63.8K -200 Closed
EC
2837
Elequin Capital
New York
-$52.6K -165 Closed
SO
2838
Sierra Ocean
California
-$43.5K -136 Closed
MWM
2839
MorganRosel Wealth Management
Colorado
-$34.1K -107 Closed
AWM
2840
Atticus Wealth Management
Florida
-$31.9K -100 Closed
IMC
2841
Investment Management Corporation
Virginia
-$31.1K -97 Closed
BFP
2842
Briaud Financial Planning
Texas
-$26K -83 Closed
MPW
2843
MASECO Private Wealth
-$22.1K -69 Closed
BFPW
2844
BOK Financial Private Wealth
Colorado
-$21.1K -66 Closed
WCM
2845
WealthTrak Capital Management
Virginia
-$17.5K -55 Closed
CWM
2846
CarsonAllaria Wealth Management
Illinois
-$15.4K -48 Closed
BDPWM
2847
Barnes Dennig Private Wealth Management
Ohio
-$13.1K -41 Closed
T
2848
Transce3nd
Texas
-$9.89K -31 Closed
CW
2849
Curio Wealth
Maryland
-$7.97K -25 Closed
TCM
2850
Traub Capital Management
Massachusetts
-$6.38K -20 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.