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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
HT
626
Heritage Trust
Oklahoma
$7.72M -$261K -821 -3%
HI
627
Horizon Investments
North Carolina
$7.71M +$1.52M +4,782 +26%
BP
628
Ballentine Partners
Massachusetts
$7.68M +$343K +1,077 +5%
BCM
629
Bretton Capital Management
California
$7.67M
IWS
630
Insight Wealth Strategies
California
$7.64M -$25.8K -81 -0.4%
RC
631
RBF Capital
California
$7.64M
WS
632
Wedbush Securities
California
$7.63M +$282K +886 +4%
BZWA
633
Blue Zone Wealth Advisors
California
$7.6M +$73.2K +230 +1%
NGA
634
Naples Global Advisors
Florida
$7.6M -$123K -387 -2%
VT
635
Vise Technologies
New York
$7.57M -$810K -2,547 -10%
SCP
636
Sandhill Capital Partners
New York
$7.53M -$9.86K -31 -0.1%
VCA
637
Verdence Capital Advisors
Maryland
$7.51M -$31.5K -99 -0.5%
FIB
638
First Interstate Bank
Montana
$7.5M -$187K -589 -3%
JEST
639
JTC Employer Solutions Trustee
Jersey
$7.47M
GC
640
Guggenheim Capital
Illinois
$7.46M -$263K -827 -4%
B
641
Bailard
California
$7.44M -$489K -1,537 -6%
AG
642
AlTi Global
New York
$7.43M -$1.61M -5,068 -18%
CFO
643
Callan Family Office
Pennsylvania
$7.42M -$348K -1,095 -5%
CT
644
Chicago Trust
Illinois
$7.41M +$86.2K +271 +1%
OAC
645
OMERS Administration Corp
Ontario, Canada
$7.41M -$159K -500 -2%
CFSG
646
Community Financial Services Group
Vermont
$7.39M -$189K -595 -3%
WCM
647
Wisconsin Capital Management
Wisconsin
$7.39M -$351K -1,102 -5%
SW
648
SteelPeak Wealth
California
$7.38M +$6.09M +19,153 +626%
FM
649
Family Management
New York
$7.37M -$636 -2 -0%
BCV
650
Banque Cantonale Vaudoise
Switzerland
$7.32M -$644K -2,025 -8%

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.