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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
COI
901
Connable Office Inc
Michigan
$3.48M +$4.13K +13 +0.1%
IWM
902
IHT Wealth Management
Illinois
$3.46M +$19.7K +62 +0.6%
MSE
903
MUFG Securities EMEA
United Kingdom
$3.45M +$2.78M +8,754 +535%
PFSC
904
Peoples Financial Services Corp
Pennsylvania
$3.45M +$157K +494 +5%
MWM
905
Mission Wealth Management
California
$3.44M +$14K +44 +0.4%
ACIM
906
Azimuth Capital Investment Management
Michigan
$3.44M -$74.1K -233 -2%
PFA
907
Peak Financial Advisors
Colorado
$3.43M -$18.4K -58 -0.6%
AA
908
Argent Advisors
Louisiana
$3.42M +$230K +723 +8%
WB
909
Webster Bank
Connecticut
$3.42M +$42.9K +135 +1%
HSA
910
HBK Sorce Advisory
Pennsylvania
$3.4M -$25.4K -80 -0.8%
CPSC
911
Carl P. Sherr & Co
Massachusetts
$3.4M -$4.77K -15 -0.1%
BO
912
Bank OZK
Arkansas
$3.39M +$281K +885 +9%
LT
913
Lindsell Train
United Kingdom
$3.39M
MGIA
914
Moneta Group Investment Advisors
Missouri
$3.38M +$11.1K +35 +0.3%
LSA
915
L & S Advisors
California
$3.38M -$3.8M -11,940 -54%
Empower Advisory Group
916
Empower Advisory Group
Colorado
$3.37M +$40.1K +126 +1%
OPCM
917
Osborne Partners Capital Management
California
$3.36M +$751K +2,360 +30%
DS
918
DRW Securities
Illinois
$3.35M +$1.58M +4,960 +96%
ISL
919
Ingalls & Snyder LLC
New York
$3.35M -$31.8K -100 -1%
SCM
920
SOL Capital Management
Maryland
$3.35M -$6.36K -20 -0.2%
AP
921
Americana Partners
Texas
$3.34M +$614K +1,930 +24%
WFC
922
Western Financial Corp
California
$3.33M +$779K +2,450 +32%
CCP
923
Cunning Capital Partners
North Carolina
$3.33M
VST
924
Van Strum & Towne
California
$3.32M
GIO
925
Galilei Investment Office
United Kingdom
$3.31M

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.