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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
MVA
701
Mount Vernon Associates
Maryland
$6.2M +$27K +85 +0.5%
LCM
702
Landscape Capital Management
New Jersey
$6.19M +$3.64M +11,432 +159%
JSW
703
Journey Strategic Wealth
New Jersey
$6.17M +$2.54K +8 +0%
IWC
704
Integrated Wealth Concepts
Massachusetts
$6.17M -$482K -1,514 -8%
CPC
705
CFC Planning Company
Indiana
$6.08M +$313K +983 +6%
PCI
706
Pacifica Capital Investments
Texas
$5.99M
SI
707
Stephens Inc
Arkansas
$5.98M -$489K -1,538 -8%
VFA
708
Valeo Financial Advisors
Indiana
$5.97M +$25.1K +79 +0.4%
KFS
709
Kurt F. Somerville
$5.95M +$1.81M +5,684 +46%
ECM
710
ExodusPoint Capital Management
New York
$5.95M +$5.7M +17,906 New
CIC
711
Chase Investment Counsel
Virginia
$5.93M -$121K -380 -2%
CA
712
Callahan Advisors
Texas
$5.92M +$318 +1 +0%
CT
713
Caldwell Trust
Florida
$5.89M +$61.1K +192 +1%
TLP
714
Trinity Legacy Partners
Texas
$5.86M +$19.7K +62 +0.4%
VA
715
Vident Advisory
Georgia
$5.85M +$529K +1,664 +10%
GT
716
Glenview Trust
Kentucky
$5.78M +$89.4K +281 +2%
ECM
717
Elgethun Capital Management
South Dakota
$5.76M +$28.3K +89 +0.5%
GL
718
GHE LLC
Tennessee
$5.75M +$4.77K +15 +0.1%
NMIMC
719
Northwestern Mutual Investment Management Company
Wisconsin
$5.75M -$114K -357 -2%
WIS
720
Wright Investors Service
Connecticut
$5.72M -$1.72M -5,405 -24%
CCM
721
Cullen Capital Management
New York
$5.7M +$51.5K +162 +1%
VanEck Associates
722
VanEck Associates
New York
$5.68M +$265K +833 +5%
TS
723
Triglav Skladi
Slovenia
$5.65M +$795K +2,500 +17%
NA
724
Nordwand Advisors
Pennsylvania
$5.63M +$144K +452 +3%
PTCG
725
Pring Turner Capital Group
California
$5.62M -$7.95K -25 -0.1%

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.