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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
BBWA
776
Bell & Brown Wealth Advisors
California
$4.9M +$28.6K +90 +0.6%
FRA
777
Frank Rimerman Advisors
California
$4.89M -$3.5K -11 -0.1%
EWM
778
Empirical Wealth Management
Washington
$4.88M -$872K -2,742 -16%
CA
779
CoreCap Advisors
Michigan
$4.88M +$597K +1,876 +15%
NRG
780
Nemes Rush Group
Michigan
$4.87M -$270K -849 -5%
MSA
781
MUFG Securities Americas
New York
$4.86M +$754K +2,371 +19%
ACP
782
Aviance Capital Partners
Florida
$4.83M
KRSITF
783
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.8M -$197K -620 -4%
MC
784
Mathes Company
New York
$4.8M -$22.3K -70 -0.5%
GWMIA
785
Global Wealth Management Investment Advisory
Florida
$4.73M +$555K +1,746 +14%
TH
786
TCTC Holdings
Texas
$4.71M -$4.77K -15 -0.1%
EWM
787
Evercore Wealth Management
New York
$4.7M +$175K +549 +4%
HIC
788
Hartline Investment Corp
Illinois
$4.69M +$32.1K +101 +0.7%
FLPIM
789
F.L. Putnam Investment Management
Massachusetts
$4.67M +$2.31M +7,264 +107%
HTC
790
Haverford Trust Company
Pennsylvania
$4.64M -$148K -466 -3%
BFA
791
Brendel Financial Advisors
New Hampshire
$4.64M
CC
792
Chicago Capital
Illinois
$4.62M
GIM
793
Goelzer Investment Management
Indiana
$4.59M -$58.2K -183 -1%
TPCW
794
TD Private Client Wealth
New York
$4.59M -$90K -283 -2%
AWA
795
Arete Wealth Advisors
Illinois
$4.58M +$1.61M +5,053 +58%
GI
796
GAMMA Investing
California
$4.58M +$1.23M +3,881 +39%
PMWMG
797
Parr McKnight Wealth Management Group
Minnesota
$4.58M +$4.06M +12,750 +1,244%
JIC
798
Joel Isaacson & Co
New York
$4.58M +$651K +2,047 +17%
MK
799
MASTERINVEST Kapitalanlage
$4.57M -$73.8K -232 -2%
AG
800
Ascent Group
Virginia
$4.55M +$1.33M +4,176 +44%

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.