We are live on ! Find out more
AXP icon

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
KCM
1176
KRS Capital Management
Michigan
$1.86M +$13.4K +42 +0.8%
GW
1177
Griffith & Werner
Georgia
$1.86M +$1.61M +5,049 New
PTC
1178
Private Trust Company
Ohio
$1.85M -$275K -863 -13%
CAL
1179
Capital Analysts LLC
Pennsylvania
$1.84M -$42.3K -133 -2%
KIM
1180
Kestra Investment Management
Texas
$1.84M -$1.18M -3,696 -40%
NWM
1181
Northcape Wealth Management
New York
$1.84M
AA
1182
Armis Advisers
Georgia
$1.83M +$657K +2,066 +66%
GWP
1183
Gen-Wealth Partners
Michigan
$1.83M +$185K +583 +12%
IA
1184
Icon Advisers
Colorado
$1.83M
CAM
1185
Cozad Asset Management
Illinois
$1.82M +$16.5K +52 +1%
PPWP
1186
Premier Path Wealth Partners
New Jersey
$1.82M -$2.54K -8 -0.1%
LWANC
1187
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.82M +$1.59K +5 +0.1%
CCFCSB
1188
Cape Cod Five Cents Savings Bank
Massachusetts
$1.81M
AWC
1189
Abundance Wealth Counselors
Pennsylvania
$1.81M -$225K -706 -11%
NAG
1190
Northstar Advisory Group
New Jersey
$1.81M -$1.57M -4,949 -48%
ABWM
1191
Alpine Bank Wealth Management
Colorado
$1.81M
CB
1192
Community Bank
New York
$1.8M -$66.2K -208 -4%
SA
1193
Strategic Advisors
New York
$1.8M +$325K +1,021 +23%
SW
1194
SVB Wealth
Massachusetts
$1.8M -$180K -566 -9%
I
1195
INVST
Indiana
$1.8M -$24.2K -76 -1%
NIA
1196
NBZ Investment Advisors
Tennessee
$1.79M -$6.04K -19 -0.4%
CFGA
1197
Cambridge Financial Group (Arizona)
Arizona
$1.79M +$318 +1 +0%
SA
1198
Strategic Advocates
Utah
$1.79M +$323K +1,014 +23%
LKIM
1199
Lawson Kroeker Investment Management
Nebraska
$1.77M
WA
1200
Wealth Alliance
New York
$1.77M -$25.1K -79 -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.