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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
GC
1026
GFG Capital
Florida
$2.72M -$14.9K -47 -0.6%
LSA
1027
Leonteq Securities AG
Switzerland
$2.69M -$617K -1,941 -19%
FFM
1028
Forum Financial Management
Illinois
$2.69M +$46.1K +145 +2%
IA
1029
IFG Advisory
Georgia
$2.68M -$43.6K -137 -2%
PIM
1030
Penobscot Investment Management
Massachusetts
$2.68M -$1.91K -6 -0.1%
VWM
1031
Vivid Wealth Management
Iowa
$2.67M -$290K -911 -10%
CAG
1032
Crestwood Advisors Group
Massachusetts
$2.66M +$218K +685 +9%
BHBT
1033
Burke & Herbert Bank & Trust
Virginia
$2.65M
DA
1034
Dover Advisors
Virginia
$2.64M -$65.5K -206 -3%
HFM
1035
Hartford Funds Management
Pennsylvania
$2.63M -$514K -1,616 -17%
SC
1036
Syon Capital
California
$2.63M +$330K +1,037 +15%
WIC
1037
Wilkins Investment Counsel
Massachusetts
$2.63M -$7.95K -25 -0.3%
HNB
1038
Hilltop National Bank
Wyoming
$2.63M +$7K +22 +0.3%
SIAG
1039
Signet Investment Advisory Group
Rhode Island
$2.63M -$113K -355 -4%
BTI
1040
Blue Trust Inc
Georgia
$2.62M +$45.8K +144 +2%
CS
1041
Cannell & Spears
New York
$2.61M -$79.5K -250 -3%
PWM
1042
Pinnacle Wealth Management
California
$2.61M -$329K -1,034 -12%
MA
1043
Mutual Advisors
Nebraska
$2.61M -$18.8K -59 -0.8%
RDWM
1044
Red Door Wealth Management
Tennessee
$2.6M -$636 -2 -0%
LFG
1045
Lazard Frères Gestion
France
$2.6M
MCM
1046
Mengis Capital Management
Oregon
$2.59M
HIC
1047
Holderness Investments Company
North Carolina
$2.58M +$318 +1 +0%
RIL
1048
Rothschild Investment LLC
Illinois
$2.57M -$30.9K -97 -1%
BB
1049
Berkshire Bank
Massachusetts
$2.54M -$138K -435 -5%
SAM
1050
Sawgrass Asset Management
Florida
$2.54M -$11.1K -35 -0.5%

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.