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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
SS
1076
Sunbelt Securities
Texas
$2.35M +$1.46M +4,583 +183%
HA
1077
Huntleigh Advisors
Missouri
$2.34M +$101K +319 +5%
SYBT
1078
Stock Yards Bank & Trust
Kentucky
$2.34M -$19.4K -61 -0.9%
BWP
1079
Balboa Wealth Partners
Arizona
$2.33M -$97K -305 -4%
AAM
1080
Auxier Asset Management
Oregon
$2.32M -$34K -107 -2%
MT
1081
Midwest Trust
Kansas
$2.32M +$186K +584 +9%
DAL
1082
Delta Accumulation LLC
California
$2.31M +$2.7M +8,500 New
BIM
1083
Baldwin Investment Management
Pennsylvania
$2.3M +$47.7K +150 +2%
FNT
1084
First National Trust
Pennsylvania
$2.3M -$25.1K -79 -1%
EHC
1085
Everett Harris & Co
California
$2.3M -$42K -132 -2%
MG
1086
Mather Group
Illinois
$2.29M +$162K +508 +8%
PI
1087
PFG Investments
New York
$2.28M +$99.2K +312 +5%
TFP
1088
Tilia Fiduciary Partners
North Carolina
$2.28M +$6.68K +21 +0.3%
EIC
1089
Equity Investment Corp
Georgia
$2.27M -$67.3M -211,471 -97%
RMAM
1090
Raab & Moskowitz Asset Management
New Jersey
$2.27M -$22.3K -70 -1%
CFM
1091
Catalyst Funds Management
Australia
$2.26M +$2.16M +6,800 New
AWM
1092
Axxcess Wealth Management
California
$2.26M +$508K +1,598 +31%
ML
1093
McAdam LLC
Pennsylvania
$2.24M +$37.2K +117 +2%
BFG
1094
Beacon Financial Group
Texas
$2.24M +$2.86K +9 +0.1%
HCM
1095
Hall Capital Management
Rhode Island
$2.24M +$7.63K +24 +0.4%
BP
1096
BNP Paribas
France
$2.24M -$13.7K -43 -0.7%
EM
1097
Excalibur Management
Massachusetts
$2.23M -$138K -433 -6%
GI
1098
GLOBALT Investments
Georgia
$2.22M -$12.7K -40 -0.6%
RBA
1099
Richard Bernstein Advisors
New York
$2.21M -$1.65M -5,203 -44%
Bank Julius Baer & Co
1100
Bank Julius Baer & Co
Switzerland
$2.21M +$2.02M +6,341 +1,982%

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.