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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
LCS
1301
Levin Capital Strategies
New York
$1.49M -$71.2K -224 -5%
AWM
1302
Accurate Wealth Management
Florida
$1.48M +$124K +389 +10%
TF
1303
Tompkins Financial
New York
$1.48M
OW
1304
Olistico Wealth
Oklahoma
$1.47M +$1.59K +5 +0.1%
CCA
1305
Cadent Capital Advisors
Oklahoma
$1.47M +$315K +989 +29%
CAC
1306
Core Alternative Capital
Georgia
$1.47M
PCM
1307
Polymer Capital Management
New York
$1.47M +$722K +2,270 +106%
FCAS
1308
First Command Advisory Services
Texas
$1.46M -$63.9K -201 -4%
SIC
1309
Salem Investment Counselors
North Carolina
$1.45M
MAA
1310
Mraz Amerine & Associates
California
$1.45M
AL
1311
Aspiriant LLC
California
$1.44M -$19.7K -62 -1%
BFC
1312
Bedel Financial Consulting
Indiana
$1.44M +$1.27K +4 +0.1%
IA
1313
Integrity Alliance
Iowa
$1.43M +$865K +2,718 +170%
SC
1314
Schulhoff & Co
Ohio
$1.43M
GKWIM
1315
Gerber Kawasaki Wealth & Investment Management
California
$1.43M +$56.9K +179 +4%
AC
1316
Apella Capital
Connecticut
$1.42M +$106K +333 +8%
BAM
1317
Boyar Asset Management
New York
$1.41M -$159K -500 -11%
BWP
1318
BSW Wealth Partners
Colorado
$1.41M +$61.4K +193 +5%
TFS
1319
Thoroughbred Financial Services
Tennessee
$1.41M +$226K +711 +20%
IA
1320
IFG Advisors
Missouri
$1.41M +$1.27K +4 +0.1%
JPWM
1321
Jamison Private Wealth Management
Georgia
$1.4M +$9.86K +31 +0.7%
GM
1322
GeoWealth Management
Illinois
$1.4M +$20K +63 +2%
LWM
1323
Lyell Wealth Management
California
$1.4M
AB
1324
Atlas Brown
Kentucky
$1.4M -$18.4K -58 -1%
I
1325
InvesTrust
Oklahoma
$1.4M

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.