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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
VIA
1151
Virtus Investment Advisers
Connecticut
$1.96M +$212K +668 +13%
SFS
1152
Solitude Financial Services
Virginia
$1.95M -$98.3K -309 -5%
NWAG
1153
Net Worth Advisory Group
Utah
$1.95M -$210K -661 -10%
ABC
1154
Associated Banc-Corp
Wisconsin
$1.95M -$118K -370 -6%
MIA
1155
MainStreet Investment Advisors
Illinois
$1.95M -$125K -392 -6%
AO
1156
Advisor OS
Illinois
$1.94M -$171K -539 -8%
ICP
1157
Interchange Capital Partners
Pennsylvania
$1.94M +$60.8K +191 +3%
HWP
1158
Highline Wealth Partners
California
$1.94M
PPWM
1159
Paragon Private Wealth Management
Kentucky
$1.93M +$89.7K +282 +5%
FCBT
1160
First Citizens Bank & Trust
North Carolina
$1.93M +$48K +151 +3%
SC
1161
Sapient Capital
Indiana
$1.93M
LCG
1162
Lakeshore Capital Group
Illinois
$1.92M +$67.4K +212 +4%
CPG
1163
Cornerstone Planning Group
New Jersey
$1.91M +$23.5K +74 +1%
LWCFA
1164
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.9M -$4.77K -15 -0.3%
SFA
1165
Souders Financial Advisors
Ohio
$1.9M +$308K +967 +20%
NS
1166
NBC Securities
Alabama
$1.9M -$124K -389 -6%
IA
1167
Insight Advisors
Pennsylvania
$1.9M +$7K +22 +0.4%
3IP
1168
3Chopt Investment Partners
Virginia
$1.89M -$123K -386 -6%
ACM
1169
Advisors Capital Management
New Jersey
$1.89M +$75.7K +238 +4%
CCA
1170
Checchi Capital Advisers
California
$1.88M -$224K -705 -11%
CWM
1171
Chesapeake Wealth Management
Virginia
$1.88M -$8.27K -26 -0.5%
SP
1172
Stonebrook Private
Michigan
$1.88M +$2.54K +8 +0.1%
NICM
1173
Neo Ivy Capital Management
New York
$1.87M +$1.79M +5,640 New
CA
1174
Crewe Advisors
Utah
$1.87M +$54.1K +170 +3%
MWM
1175
Meridian Wealth Management
Kentucky
$1.87M +$391K +1,229 +28%

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.