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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
USCWA
951
U.S. Capital Wealth Advisors
Texas
$3.16M +$163K +514 +6%
FCM
952
Fire Capital Management
California
$3.15M +$17.5K +55 +0.6%
LWM
953
Lodestone Wealth Management
Washington
$3.14M +$11.8K +37 +0.4%
KW
954
KWB Wealth
California
$3.14M -$10.5K -33 -0.3%
EHWM
955
Eads & Heald Wealth Management
Georgia
$3.11M -$89.1K -280 -3%
CCG
956
Ceeto Capital Group
Florida
$3.11M -$954K -3,000 -24%
BA
957
Bridgewater Advisors
New York
$3.11M +$83.3K +262 +3%
TE
958
Tema ETFs
New York
$3.1M +$2.97M +9,346 New
BIA
959
Beacon Investment Advisors
Maryland
$3.1M +$1.59K +5 +0.1%
BPWM
960
BCS Private Wealth Management
New Jersey
$3.1M -$159K -500 -5%
PCS
961
Personal CFO Solutions
New Jersey
$3.09M -$212K -666 -7%
FWA
962
FOCUS Wealth Advisors
Texas
$3.08M -$9.54K -30 -0.3%
MPWT
963
MassMutual Private Wealth & Trust
Connecticut
$3.08M -$150K -471 -5%
NAM
964
NTV Asset Management
West Virginia
$3.06M -$151K -474 -5%
ALAM
965
Asahi Life Asset Management
Japan
$3.06M -$36.3K -114 -1%
ACL
966
Applied Capital LLC
Florida
$3.05M +$3.18K +10 +0.1%
MYLI
967
Meiji Yasuda Life Insurance
Japan
$3.05M +$10.8K +34 +0.4%
SS
968
SBI Securities
Japan
$3.04M -$287K -903 -9%
EAM
969
EFG Asset Management
Oregon
$3.04M +$101K +318 +4%
AIM
970
Anchor Investment Management
South Carolina
$3.04M +$55K +173 +2%
TBNY
971
Trustco Bank (New York)
New York
$3.04M +$27.4K +86 +0.9%
PI
972
Pettee Investors
Connecticut
$3.03M -$30.2K -95 -1%
QI
973
Qtron Investments
Massachusetts
$3.03M -$76K -239 -3%
IA
974
IFC Advisors
California
$3.02M +$2.86K +9 +0.1%
Verition Fund Management
975
Verition Fund Management
Connecticut
$3.02M +$87.5K +275 +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.