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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
AI
1251
Accredited Investors
Minnesota
$1.65M +$318 +1 +0%
AIP
1252
Ameritas Investment Partners
Nebraska
$1.64M -$87.8K -276 -5%
EFG
1253
Everhart Financial Group
Ohio
$1.64M +$220K +692 +16%
CT
1254
Colonial Trust
South Carolina
$1.63M +$26.7K +84 +2%
IP
1255
Ignite Planners
California
$1.63M +$28.6K +90 +2%
BAM
1256
Beaumont Asset Management
Texas
$1.62M +$14.6K +46 +1%
CFG
1257
Carr Financial Group
Massachusetts
$1.62M +$30.9K +97 +2%
LFG
1258
Larson Financial Group
Missouri
$1.61M +$136K +429 +10%
HIA
1259
Harbor Investment Advisory
Maryland
$1.59M -$77.9K -245 -5%
A
1260
Argentarii
Ohio
$1.59M +$318 +1 +0%
FAFN
1261
First Affirmative Financial Network
Colorado
$1.59M +$38.5K +121 +3%
MWA
1262
Muirfield Wealth Advisors
North Carolina
$1.59M +$4.13K +13 +0.3%
MDA
1263
Minot DeBlois Advisors
Massachusetts
$1.59M +$11.1K +35 +0.7%
PP
1264
Patten & Patten
Tennessee
$1.59M -$84.6K -266 -5%
FDS
1265
First Dallas Securities
Texas
$1.59M -$31.5K -99 -2%
SI
1266
Saxon Interests
Texas
$1.58M +$55.7K +175 +4%
APW
1267
Aventura Private Wealth
Florida
$1.58M +$32.4K +102 +2%
ACMA
1268
Arbor Capital Management (Alaska)
Alaska
$1.58M -$136K -428 -8%
SPC
1269
Spirepoint Private Client
Florida
$1.58M +$109K +342 +8%
SB
1270
Simmons Bank
Arkansas
$1.57M -$14.3K -45 -0.9%
FW
1271
FullCircle Wealth
Texas
$1.57M -$15.6K -49 -1%
IRP
1272
Investment Research Partners
Pennsylvania
$1.57M +$1.4M +4,391 New
TWA
1273
TCI Wealth Advisors
Arizona
$1.57M +$18.4K +58 +1%
Jennison Associates
1274
Jennison Associates
New York
$1.57M -$3M -9,427 -67%
MAM
1275
Mystic Asset Management
Rhode Island
$1.57M -$9.54K -30 -0.6%

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.