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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
SAM
1226
S.A. Mason
Michigan
$1.7M +$318 +1 +0%
FP
1227
Factorial Partners
New York
$1.69M
WA
1228
WealthTrust Axiom
Pennsylvania
$1.69M
ST
1229
Spinnaker Trust
Maine
$1.69M
SAI
1230
Savvy Advisors Inc
New York
$1.69M +$264K +829 +20%
BI
1231
Bradyco Inc
Massachusetts
$1.69M
AR
1232
Advisory Research
Illinois
$1.68M -$73.2K -230 -4%
MIA
1233
MeadowBrook Investment Advisors
Michigan
$1.68M -$17.5K -55 -1%
BIAS
1234
Beacon Investment Advisory Services
New Jersey
$1.68M +$21K +66 +1%
NED
1235
Nancy E. Dempze
$1.68M +$509K +1,599 +46%
PC
1236
Pecaut & Co
Iowa
$1.68M -$21.9K -69 -1%
CAG
1237
Csenge Advisory Group
Florida
$1.68M -$627K -1,971 -28%
BWA
1238
Blodgett Wealth Advisors
California
$1.68M -$55.7K -175 -3%
BOH
1239
Bank of Hawaii
Hawaii
$1.67M -$101K -319 -6%
WCM
1240
Weik Capital Management
Pennsylvania
$1.67M -$31.8K -100 -2%
SWA
1241
Stratos Wealth Advisors
Ohio
$1.67M -$91K -286 -5%
WSC
1242
Wellington Shields & Co
New York
$1.67M +$6.36K +20 +0.4%
BAAM
1243
Baker Avenue Asset Management
California
$1.66M +$31.8K +100 +2%
PDL
1244
Portfolio Design Labs
California
$1.66M +$1.59M +5,004 New
SOAMC
1245
Spirit of America Management Corp
New York
$1.66M
UM
1246
Ulysses Management
New York
$1.66M +$318K +1,000 +25%
AIM
1247
Acropolis Investment Management
Missouri
$1.66M +$963K +3,026 +139%
NHC
1248
Nicholas Hoffman & Company
Georgia
$1.66M -$593K -1,864 -27%
BMCM
1249
Bryn Mawr Capital Management
Pennsylvania
$1.66M -$110K -345 -6%
RT
1250
Rockland Trust
Massachusetts
$1.65M -$56K -176 -3%

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.