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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
SMA
1126
Sage Mountain Advisors
Georgia
$2.08M +$389K +1,222 +24%
RCM
1127
RMR Capital Management
California
$2.08M
PA
1128
Procyon Advisors
Connecticut
$2.06M -$46.1K -145 -2%
DI
1129
Diligent Investors
California
$2.06M +$9.86K +31 +0.5%
OWP
1130
Obermeyer Wealth Partners
Colorado
$2.06M +$2.86K +9 +0.1%
CP
1131
Canopy Partners
Ohio
$2.04M -$15.6K -49 -0.8%
CWS
1132
Cypress Wealth Services
California
$2.04M +$7.63K +24 +0.4%
FPCP
1133
Fort Point Capital Partners
California
$2.03M -$3.09M -9,706 -61%
GBT
1134
Grove Bank & Trust
Florida
$2.02M -$48K -151 -2%
WC
1135
Weil Company
California
$2.01M +$5.09K +16 +0.3%
SFO
1136
Stokes Family Office
Louisiana
$2.01M +$139K +438 +8%
MFG
1137
Monte Financial Group
Connecticut
$2M +$97K +305 +5%
CIA
1138
Citadel Investment Advisory
Ohio
$2M
IA
1139
IFP Advisors
Florida
$2M -$985K -3,098 -34%
SWM
1140
Spire Wealth Management
Virginia
$2M -$30.5K -96 -2%
HI
1141
Harbour Investments
Wisconsin
$2M +$64.3K +202 +3%
Marshall Wace
1142
Marshall Wace
United Kingdom
$1.99M +$1.91M +6,000 New
FCG
1143
Fielder Capital Group
Tennessee
$1.99M -$318 -1 -0%
MPWS
1144
McCarter Private Wealth Services
Massachusetts
$1.99M
TPW
1145
Transatlantique Private Wealth
New York
$1.98M +$56.3K +177 +3%
YIA
1146
YHB Investment Advisors
Connecticut
$1.98M -$5.72K -18 -0.3%
RA
1147
Ransom Advisory
Rhode Island
$1.98M
BB
1148
Busey Bank
Illinois
$1.97M -$11.8K -37 -0.6%
WTA
1149
Washington Trust Advisors
Massachusetts
$1.97M +$19.1K +60 +1%
HWM
1150
Hohimer Wealth Management
Washington
$1.96M +$103K +325 +6%

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.