We are live on ! Find out more
AXP icon

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
FB
1001
Fulton Bank
Pennsylvania
$2.87M -$39.4K -124 -1%
WIA
1002
World Investment Advisors
California
$2.87M +$437K +1,373 +19%
PMG
1003
ProVise Management Group
Florida
$2.86M -$220K -691 -7%
SWA
1004
SOA Wealth Advisors
New York
$2.84M +$45.2K +142 +2%
PWP
1005
Principle Wealth Partners
Connecticut
$2.84M -$86.5K -272 -3%
HIM
1006
Hillsdale Investment Management
Ontario, Canada
$2.84M +$1.86M +5,860 +219%
IAMOG
1007
Investors Asset Management of Georgia
Georgia
$2.83M – – –
WIC
1008
Woodmont Investment Counsel
Tennessee
$2.83M +$83K +261 +3%
HR
1009
Hardy Reed
Mississippi
$2.83M +$32.1K +101 +1%
LAM
1010
L2 Asset Management
Massachusetts
$2.83M -$1.33M -4,194 -33%
WWM
1011
Western Wealth Management
Colorado
$2.81M -$7K -22 -0.3%
BFA
1012
Beaumont Financial Advisors
Massachusetts
$2.8M -$59.2K -186 -2%
HCMG
1013
Howard Capital Management Group
California
$2.8M – – –
TAM
1014
Tealwood Asset Management
Minnesota
$2.79M -$36.6K -115 -1%
TCM
1015
Twin Capital Management
Pennsylvania
$2.79M -$50.3K -158 -2%
MHIC
1016
Marble Harbor Investment Counsel
Massachusetts
$2.78M – – –
NEAM
1017
New England Asset Management
Connecticut
$2.77M – – –
NI
1018
Natural Investments
California
$2.76M +$954 +3 +0%
EWM
1019
Elite Wealth Management
Washington
$2.76M +$2.65M +8,318 New
BOS
1020
Bank of Stockton
California
$2.75M – – –
FNBT
1021
FineMark National Bank & Trust
Florida
$2.74M -$191K -602 -7%
FHA
1022
Flagship Harbor Advisors
Massachusetts
$2.73M -$122K -383 -4%
AAP
1023
Arax Advisory Partners
Colorado
$2.73M +$1.92M +6,033 +278%
ACM
1024
Accent Capital Management
Ohio
$2.72M +$47.7K +150 +2%
RSWM
1025
Robertson Stephens Wealth Management
California
$2.72M -$187K -587 -7%
39 40
41
42 43

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.