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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
RCIM
1051
Red Cedar Investment Management
Michigan
$2.53M
IWA
1052
Icon Wealth Advisors
Texas
$2.53M -$271K -853 -10%
NPT
1053
Nixon Peabody Trust
Massachusetts
$2.53M
OFS
1054
Oldfather Financial Services
Nebraska
$2.5M
WKWM
1055
Walter & Keenan Wealth Management
Indiana
$2.49M +$28.6K +90 +1%
CIS
1056
Capital International Sarl
California
$2.48M -$97K -305 -4%
TFCM
1057
Taylor Frigon Capital Management
Arizona
$2.47M +$1.91K +6 +0.1%
BRWA
1058
B. Riley Wealth Advisors
Florida
$2.46M -$412K -1,295 -15%
CPIG
1059
Chicago Partners Investment Group
Illinois
$2.46M +$109K +343 +5%
VC
1060
Veracity Capital
Georgia
$2.46M -$16.9K -53 -0.7%
JWM
1061
Jackson Wealth Management
Florida
$2.44M +$55K +173 +2%
BCB
1062
Brian C. Broderick
$2.44M +$474K +1,489 +25%
VA
1063
VestGen Advisors
Illinois
$2.44M +$272K +855 +13%
CSC
1064
Caldwell Sutter Capital
California
$2.44M
CAU
1065
Caxton Associates (UK)
$2.41M +$2.31M +7,263 New
BA
1066
Birinyi Associates
Connecticut
$2.41M -$14.3K -45 -0.6%
BCM
1067
Boltwood Capital Management
California
$2.4M -$3.18K -10 -0.1%
BHPW
1068
Beverly Hills Private Wealth
California
$2.4M -$168K -529 -7%
HDA
1069
Harold Davidson & Associates
California
$2.4M +$851K +2,675 +59%
CWS
1070
Confluence Wealth Services
Pennsylvania
$2.4M
LGA
1071
Lebenthal Global Advisors
New York
$2.4M +$266K +836 +13%
GIA
1072
Gateway Investment Advisers
Ohio
$2.39M +$9.86K +31 +0.4%
AC
1073
Arjuna Capital
North Carolina
$2.39M +$21.6K +68 +1%
IP
1074
Intellectus Partners
California
$2.39M -$318 -1 -0%
SAG
1075
SageView Advisory Group
California
$2.37M +$1.27K +4 +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.