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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
AC
876
Asio Capital
Kentucky
$3.71M +$229K +720 +7%
CIG
877
Cullen Investment Group
Louisiana
$3.7M -$23.9K -75 -0.7%
VI
878
Vestcor Inc
New Brunswick, Canada
$3.69M -$81.1K -255 -2%
TRCT
879
Tower Research Capital (TRC)
New York
$3.69M -$1.06M -3,346 -23%
WANY
880
Wealthspire Advisors (New York)
New York
$3.67M -$65.8K -207 -2%
GFA
881
Gifford Fong Associates
California
$3.65M
FIM
882
Fruth Investment Management
Texas
$3.65M -$73.2K -230 -2%
SJIM
883
St. Johns Investment Management
Florida
$3.64M +$52.2K +164 +2%
KIA
884
KCM Investment Advisors
California
$3.64M -$73.8K -232 -2%
RBWA
885
RFG - Bristol Wealth Advisors
Massachusetts
$3.62M -$98.3K -309 -3%
TBT
886
Texas Bank & Trust
Texas
$3.61M -$28.9K -91 -0.8%
EW
887
Evoke Wealth
California
$3.6M +$324K +1,018 +10%
AWM
888
Arista Wealth Management
Nevada
$3.6M +$207K +651 +6%
VWM
889
Venturi Wealth Management
Texas
$3.57M -$81.7K -257 -2%
AIM
890
AHL Investment Management
Florida
$3.57M -$115K -360 -3%
PFBT
891
Parkside Financial Bank & Trust
Missouri
$3.57M +$154K +483 +5%
OAM
892
Ostrum Asset Management
France
$3.57M -$283K -891 -8%
SFS
893
Sowell Financial Services
Arkansas
$3.52M -$365K -1,148 -10%
PWP
894
Private Wealth Partners
California
$3.52M
PDM
895
Penn Davis McFarland
Texas
$3.51M
MJP
896
Michael J. Puzo
$3.51M +$890K +2,799 +36%
SPC
897
Sigma Planning Corp
Michigan
$3.5M +$5.41K +17 +0.2%
ECM
898
Evergreen Capital Management
Washington
$3.5M +$251K +788 +8%
QI
899
QV Investors
Alberta, Canada
$3.49M
ST
900
Smithfield Trust
Pennsylvania
$3.48M -$88.7K -279 -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.