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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
SBFM
1326
S-Bank Fund Management
Finland
$1.39M -$17.5K -55 -1%
WBC
1327
Westpac Banking Corp
Australia
$1.39M
RWM
1328
Riverbend Wealth Management
South Carolina
$1.39M -$4.45K -14 -0.3%
BDFN
1329
Bond & Devick Financial Network
Minnesota
$1.39M +$14.6K +46 +1%
MCM
1330
Manchester Capital Management
Vermont
$1.38M -$288K -906 -18%
ANB
1331
Amarillo National Bank
Texas
$1.38M
WT
1332
Washington Trust
Rhode Island
$1.38M -$321K -1,010 -20%
V
1333
VeraBank
Texas
$1.38M -$49.9K -157 -4%
EIM
1334
Ervin Investment Management
Washington
$1.38M -$38.2K -120 -3%
FC
1335
Farringdon Capital
United Kingdom
$1.38M +$1.32M +4,146 New
TAFW
1336
Tred Avon Family Wealth
Maryland
$1.37M +$1.31M +4,132 New
SC
1337
Stance Capital
Massachusetts
$1.37M -$111K -348 -8%
RMC
1338
Resources Management Corp
Connecticut
$1.37M -$87.5K -275 -6%
BMA
1339
Brooks Moore & Associates
Tennessee
$1.37M +$63.6K +200 +5%
HIMS
1340
Hager Investment Management Services
New Hampshire
$1.37M -$6.68K -21 -0.5%
SAIG
1341
Semper Augustus Investments Group
Colorado
$1.36M -$104K -326 -7%
TWM
1342
Trueblood Wealth Management
Ohio
$1.35M +$20.7K +65 +2%
ANBT
1343
American National Bank & Trust
Texas
$1.35M -$133K -419 -9%
Koshinski Asset Management
1344
Koshinski Asset Management
Illinois
$1.35M -$145K -456 -10%
OFS
1345
Orrstown Financial Services
Pennsylvania
$1.35M -$252K -792 -16%
OC
1346
Oakworth Capital
Alabama
$1.34M
EAM
1347
Evanson Asset Management
California
$1.34M
WCM
1348
Winebrenner Capital Management
Kentucky
$1.34M
IIM
1349
Ipswich Investment Management
Massachusetts
$1.34M
EWM
1350
Evermay Wealth Management
Virginia
$1.34M -$19.1K -60 -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.