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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
UHC
926
Union Heritage Capital
Michigan
$3.31M
CA
927
Cannon Advisors
North Carolina
$3.3M +$665K +2,091 +29%
MC
928
Moors & Cabot
Massachusetts
$3.3M +$126K +395 +4%
XWM
929
Xcel Wealth Management
Florida
$3.3M -$41.4K -130 -1%
IVP
930
Intrinsic Value Partners
Arizona
$3.3M -$23.2K -73 -0.7%
IAS
931
Insigneo Advisory Services
Florida
$3.29M +$158K +496 +5%
LFAS
932
Level Four Advisory Services
Texas
$3.28M +$773K +2,431 +33%
DAM
933
Doheny Asset Management
California
$3.27M
DWM
934
Dynasty Wealth Management
Florida
$3.27M +$1.31M +4,104 +71%
IPW
935
Inlet Private Wealth
Florida
$3.27M +$15.9K +50 +0.5%
KC
936
Knuff & Co
California
$3.27M
WWM
937
Wolff Wiese Magana
California
$3.25M -$22.3K -70 -0.7%
TC
938
TAGStone Capital
North Carolina
$3.24M
ATPW
939
Ashton Thomas Private Wealth
Arizona
$3.24M +$252K +792 +9%
IFWM
940
Institute for Wealth Management
Colorado
$3.23M -$23.5K -74 -0.8%
RCAG
941
Rehmann Capital Advisory Group
Michigan
$3.22M +$12.4K +39 +0.4%
SC
942
Sawyer & Company
Massachusetts
$3.22M +$131K +413 +4%
RCM
943
RB Capital Management
Nevada
$3.19M +$177K +555 +6%
FWCM
944
Ferguson Wellman Capital Management
Oregon
$3.19M -$188K -591 -6%
GCC
945
Guardian Capital (Canada)
Ontario, Canada
$3.18M
NL
946
NVWM LLC
Pennsylvania
$3.18M -$79.5K -250 -3%
A
947
AustralianSuper
Australia
$3.18M -$1.79M -5,641 -37%
PWM
948
Parkshore Wealth Management
California
$3.17M +$7K +22 +0.2%
CA
949
CSM Advisors
Pennsylvania
$3.17M -$3.22M -10,110 -51%
RG
950
Rathbones Group
United Kingdom
$3.16M -$3.18K -10 -0.1%

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.