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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
HDIM
1351
Hanson & Doremus Investment Management
Vermont
$1.34M +$317K +997 +33%
NLP
1352
Next Level Private
New York
$1.34M +$13K +41 +1%
PL
1353
Plancorp LLC
Missouri
$1.34M -$4.45K -14 -0.3%
LS
1354
Livforsakringsbolaget Skandia
Sweden
$1.34M -$31.8K -100 -2%
LCM
1355
Lazari Capital Management
California
$1.33M
SC
1356
SummitTX Capital
Texas
$1.33M +$1.27M +4,006 New
P
1357
Pitcairn
Pennsylvania
$1.33M -$850K -2,671 -40%
MP
1358
Moment Partners
California
$1.33M -$1.27K -4 -0.1%
PA
1359
Promethium Advisors
Maryland
$1.33M
KAM
1360
Knightsbridge Asset Management
California
$1.33M +$157K +494 +14%
1WA
1361
180 Wealth Advisors
Washington
$1.32M +$139K +438 +12%
BIM
1362
Bridges Investment Management
Nebraska
$1.32M +$34K +107 +3%
EIM
1363
Essex Investment Management
Massachusetts
$1.32M -$39.4K -124 -3%
EFS
1364
Essex Financial Services
Connecticut
$1.32M -$128K -401 -9%
GT
1365
GreatBanc Trust
Illinois
$1.31M +$1.26M +3,953 New
CWM
1366
Cornerstone Wealth Management
Missouri
$1.31M +$104K +326 +9%
EPIM
1367
Evelyn Partners Investment Management
$1.31M
HCM
1368
Howard Capital Management
Georgia
$1.31M +$35.3K +111 +3%
CCMT
1369
CMT Capital Markets Trading
Germany
$1.3M +$807K +2,536 +183%
AFG
1370
Allegheny Financial Group
Pennsylvania
$1.3M -$1.27K -4 -0.1%
CANC
1371
Culbertson A N & Co
Virginia
$1.3M
SRC
1372
Sage Rhino Capital
California
$1.29M -$173K -543 -12%
GXJ
1373
Global X Japan
Japan
$1.29M +$1.21M +3,813 +5,526%
MIM
1374
MTM Investment Management
South Carolina
$1.29M +$18.4K +58 +2%
EI
1375
Ellevest Inc
New York
$1.29M -$72.5K -228 -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.