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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
CA
1376
Centerpoint Advisors
Massachusetts
$1.29M +$9.54K +30 +0.8%
FFA
1377
First Foundation Advisors
California
$1.28M +$76.3K +240 +7%
NWA
1378
Navis Wealth Advisors
New York
$1.28M +$111K +350 +10%
AIM
1379
Aspen Investment Management
Michigan
$1.28M +$56.9K +179 +5%
PWAM
1380
Private Wealth Asset Management
Iowa
$1.27M +$954 +3 +0.1%
PFS
1381
Physicians Financial Services
North Carolina
$1.27M +$7.95K +25 +0.7%
GDP
1382
Great Diamond Partners
Maine
$1.27M +$4.77K +15 +0.4%
PP
1383
PDT Partners
New York
$1.26M
BAM
1384
BOCHK Asset Management
Hong Kong
$1.26M +$1.21M +3,800 New
LTAS
1385
Linden Thomas Advisory Services
North Carolina
$1.26M +$95.4K +300 +9%
FWTB
1386
First Western Trust Bank
Colorado
$1.25M -$4.77K -15 -0.4%
BB
1387
Burford Brothers
Texas
$1.25M +$7.95K +25 +0.7%
AIC
1388
Argus Investors Counsel
New York
$1.25M -$540K -1,698 -31%
BAM
1389
Byrne Asset Management
New Jersey
$1.25M -$30.5K -96 -2%
GSWM
1390
Golden State Wealth Management
California
$1.24M -$10.2K -32 -0.8%
AIM
1391
Alhambra Investment Management
Florida
$1.24M -$170K -533 -12%
SCM
1392
SKBA Capital Management
California
$1.24M
Blackstone Inc
1393
Blackstone Inc
New York
$1.24M +$1.19M +3,737 New
WF
1394
Whelan Financial
California
$1.24M -$85.6K -269 -7%
SB
1395
Sunflower Bank
Texas
$1.24M -$39.1K -123 -3%
QC
1396
Quent Capital
New York
$1.24M -$5.09K -16 -0.4%
LA
1397
Legacy Advisors
Pennsylvania
$1.24M +$1.18M +3,720 New
GWA
1398
Gratus Wealth Advisors
Virginia
$1.23M +$8.91K +28 +0.8%
FMN
1399
Financial Management Network
California
$1.23M +$126K +396 +12%
SIA
1400
Soltis Investment Advisors
Utah
$1.23M +$14.3K +45 +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.