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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
WA
726
WP Advisors
California
$5.62M +$14.6K +46 +0.3%
DAS
727
Dynamic Advisor Solutions
Arizona
$5.61M +$178K +561 +3%
AWM
728
Apollon Wealth Management
South Carolina
$5.6M +$187K +589 +4%
AWM
729
Avior Wealth Management
Nebraska
$5.58M +$1.26M +3,970 +31%
KCM
730
Kanawha Capital Management
Virginia
$5.57M +$136K +427 +3%
RCA
731
Resonant Capital Advisors
Wisconsin
$5.56M -$219K -689 -4%
OIA
732
OneDigital Investment Advisors
Kansas
$5.55M -$339K -1,065 -6%
SCA
733
Snowden Capital Advisors
New York
$5.55M +$256K +804 +5%
NB
734
NBT Bank
New York
$5.54M -$117K -368 -2%
LJCM
735
Lee Johnson Capital Management
Texas
$5.53M +$75.4K +237 +1%
JCM
736
Jag Capital Management
Missouri
$5.53M -$112K -352 -2%
GHAM
737
Gilman Hill Asset Management
Connecticut
$5.51M +$101K +318 +2%
SPG
738
Strategic Planning Group
Utah
$5.43M +$1.27M +3,994 +32%
CI
739
Conning Inc
Connecticut
$5.42M +$3.38M +10,642 +188%
BFA
740
Bill Few Associates
Pennsylvania
$5.41M -$28.6K -90 -0.5%
HWAM
741
Hennion & Walsh Asset Management
New Jersey
$5.4M +$11.5K +36 +0.2%
GT
742
Greenleaf Trust
Michigan
$5.39M -$150K -471 -3%
AWA
743
Arkadios Wealth Advisors
Georgia
$5.38M +$765K +2,406 +17%
BWM
744
BNC Wealth Management
Oregon
$5.34M +$129K +407 +3%
TBA
745
Tower Bridge Advisors
Pennsylvania
$5.33M -$208K -655 -4%
BAM
746
Brave Asset Management
New Jersey
$5.32M
PNC
747
Park National Corp
Ohio
$5.32M -$202K -635 -4%
PI
748
PineBridge Investments
New York
$5.3M +$4.66M +14,660 +1,123%
MLL
749
Moody Lynn & Lieberson
Massachusetts
$5.27M -$146K -460 -3%
HCM
750
Hodges Capital Management
Texas
$5.27M +$61.1K +192 +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.