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American Express
AXP

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: 2,709 → 2,748 (+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: 106 → 94 (-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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1B
2
Wells Fargo
Wells Fargo
California
+$381M
3
Ameriprise
Ameriprise
Minnesota
+$269M
4
Amundi
Amundi
France
+$171M
5
CWP
Capital Wealth Planning
Florida
+$108M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$611M
2
UBS AM
UBS AM
Illinois
-$370M
3
AIM
Alphinity Investment Management
Australia
-$340M
4
Invesco
Invesco
Georgia
-$296M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$276M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
976
Prosperity Consulting Group
Maryland
$3.01M +$186K +586 +7%
BAM
977
Bell Asset Management
Australia
$3.01M -$888K -2,793 -24%
FSA
978
Financial Security Advisor
Virginia
$3M -$131K -412 -4%
WMA
979
West Michigan Advisors
Michigan
$3M +$2.47M +7,756 +609%
OAM
980
Oppenheimer Asset Management
New York
$2.98M -$469K -1,475 -14%
BONH
981
Bank of New Hampshire
New Hampshire
$2.98M +$17.5K +55 +0.6%
SCM
982
Sterling Capital Management
North Carolina
$2.98M -$368K -1,157 -11%
FFO
983
Fiduciary Family Office
Florida
$2.97M +$137K +430 +5%
RWB
984
RMR Wealth Builders
New Jersey
$2.96M +$163K +514 +6%
BCM
985
Bridgeway Capital Management
Texas
$2.96M – – –
Envestnet Portfolio Solutions
986
Envestnet Portfolio Solutions
Illinois
$2.95M -$160K -502 -5%
MWM
987
Mindset Wealth Management
Indiana
$2.95M +$14.9K +47 +0.5%
O
988
Ossiam
France
$2.94M -$1.91M -5,995 -40%
PH
989
Pinnacle Holdings
Oklahoma
$2.94M -$15.3K -48 -0.5%
NFA
990
Northern Financial Advisors
Michigan
$2.92M +$2.86K +9 +0.1%
PFM
991
Patton Fund Management
Texas
$2.9M -$74.7K -235 -3%
MYIA
992
Mount Yale Investment Advisors
Colorado
$2.9M +$1.37M +4,306 +97%
SWMG
993
Signature Wealth Management Group
Georgia
$2.89M -$25.1K -79 -0.9%
RA
994
Rational Advisors
New York
$2.89M +$2.71M +8,524 +4,736%
BFA
995
Buttonwood Financial Advisors
Maryland
$2.88M -$240K -756 -8%
BIA
996
Bigelow Investment Advisors
Maine
$2.88M -$97.7K -307 -3%
CNBTD
997
Citizens National Bank Trust Department
Mississippi
$2.88M +$272K +854 +11%
SAM
998
Smartleaf Asset Management
Massachusetts
$2.88M +$635K +1,995 +31%
BAM
999
Berkshire Asset Management
Pennsylvania
$2.87M +$52.2K +164 +2%
AFG
1000
Atomi Financial Group
New York
$2.87M +$641K +2,015 +30%
38 39
40
41 42

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.