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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
IAS
826
Investment Advisory Services
Texas
$4.2M -$77.3K -243 -2%
BJL
827
Brighton Jones LLC
Washington
$4.2M +$303K +954 +8%
CC
828
Constitution Capital
Connecticut
$4.2M +$81.1K +255 +2%
TIAAOA
829
Teachers Insurance & Annuity Association of America
New York
$4.19M -$61.7K -194 -2%
MPPLM
830
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.17M +$7K +22 +0.2%
WB
831
WesBanco Bank
West Virginia
$4.16M -$7.95K -25 -0.2%
CPBTD
832
Central Pacific Bank - Trust Division
Hawaii
$4.16M -$2.86K -9 -0.1%
KAM
833
Karani Asset Management
New York
$4.12M -$1.88M -5,921 -32%
FFA
834
Farther Finance Advisors
California
$4.12M +$476K +1,495 +14%
HIS
835
Horizon Investment Services
Indiana
$4.11M -$201K -632 -5%
BCM
836
Banyan Capital Management
Georgia
$4.1M -$350K -1,099 -8%
MNBTD
837
Moody National Bank Trust Division
Texas
$4.07M +$278K +875 +8%
MCM
838
Marsico Capital Management
Colorado
$4.07M +$1.46M +4,599 +60%
IAN
839
Integrated Advisors Network
Texas
$4.07M -$72.8K -229 -2%
IFG
840
Independent Financial Group
California
$4.04M +$107K +337 +3%
HH
841
Hilltop Holdings
Texas
$4.03M +$2.46M +7,735 +176%
WPC
842
Wedmont Private Capital
Pennsylvania
$4M +$46.1K +145 +1%
SWM
843
Salvus Wealth Management
New Jersey
$3.99M -$1.38M -4,352 -27%
GRP
844
Global Retirement Partners
California
$3.99M +$327K +1,029 +9%
RA
845
RFG Advisory
Alabama
$3.99M -$134K -422 -3%
III
846
Independent Investors Inc
New York
$3.99M
DAS
847
Diversify Advisory Services
Utah
$3.98M +$323K +1,017 +10%
IIL
848
Insight Inv LLC
California
$3.98M +$51.8K +163 +1%
IAM
849
Infusive Asset Management
New York
$3.98M -$166K -522 -4%
SIG
850
Sargent Investment Group
Maryland
$3.97M +$128K +403 +3%

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.