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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
EWA
1276
EverSource Wealth Advisors
Alabama
$1.56M -$48.3K -152 -3%
NSIM
1277
North Star Investment Management
Illinois
$1.56M +$954 +3 +0.1%
WC
1278
Woodstock Corp
Massachusetts
$1.55M -$54.1K -170 -4%
LCM
1279
Leisure Capital Management
California
$1.55M
DM
1280
Delphi Management
Massachusetts
$1.54M -$13.4K -42 -0.9%
PK
1281
Pflug Koory
Nebraska
$1.54M
DCA
1282
DSG Capital Advisors
Minnesota
$1.54M +$428K +1,345 +41%
TPI
1283
Trust Point Inc
Wisconsin
$1.53M +$1.47M +4,619 New
BCM
1284
Barden Capital Management
Texas
$1.53M +$6.36K +20 +0.4%
MFG
1285
Magnus Financial Group
New York
$1.53M +$15.6K +49 +1%
TPWM
1286
Twelve Points Wealth Management
Massachusetts
$1.53M
GIM
1287
Guardian Investment Management
California
$1.53M +$1.46M +4,592 New
SL
1288
Sentry LLC
Tennessee
$1.52M
MAM
1289
Morse Asset Management
Connecticut
$1.52M +$5.41K +17 +0.4%
FPAS
1290
Focus Partners Advisor Solutions
Missouri
$1.51M -$59.8K -188 -4%
DA
1291
Doliver Advisors
Texas
$1.51M -$10.5K -33 -0.7%
RIA
1292
Realta Investment Advisors
Delaware
$1.5M +$153K +482 +12%
WAP
1293
Wealthcare Advisory Partners
Pennsylvania
$1.5M +$11.8K +37 +0.8%
TCM
1294
Tufton Capital Management
Maryland
$1.5M +$414K +1,300 +40%
GS
1295
GTS Securities
New York
$1.5M +$865K +2,721 +152%
EMB
1296
Elefante Mark B
$1.5M +$604K +1,899 +73%
GITFIT
1297
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.49M -$159K -500 -10%
SIM
1298
SWP Investment Management
Ohio
$1.49M +$1.43M +4,500 New
LRPA
1299
L. Roy Papp & Associates
Arizona
$1.49M
PWM
1300
Proathlete Wealth Management
Florida
$1.49M +$6.68K +21 +0.5%

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.