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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
IC
1401
IEQ Capital
California
$1.23M -$1.82M -5,735 -61%
UAS
1402
United Asset Strategies
New York
$1.23M -$34.4K -108 -3%
LWL
1403
Leo Wealth LLC
Texas
$1.22M -$594K -1,868 -34%
CFG
1404
Clayton Financial Group
Missouri
$1.22M +$1.17M +3,683 New
PGCM
1405
Prescott Group Capital Management
Oklahoma
$1.22M
MFA
1406
Mayflower Financial Advisors
Massachusetts
$1.22M +$61.1K +192 +6%
GTAM
1407
Global Trust Asset Management
Florida
$1.21M +$211K +662 +22%
MA
1408
MJP Associates
Connecticut
$1.21M -$16.9K -53 -1%
FFA
1409
Florida Financial Advisors
Florida
$1.21M +$231K +727 +25%
NCM
1410
Northside Capital Management
Oregon
$1.2M
SC
1411
Saybrook Capital
North Carolina
$1.2M
VCP
1412
Verus Capital Partners
Arizona
$1.19M -$19.7K -62 -2%
PTC
1413
Philadelphia Trust Company
Pennsylvania
$1.19M
EA
1414
Enclave Advisors
Texas
$1.19M +$714K +2,244 +167%
OAM
1415
Oak Asset Management
California
$1.19M
MSAM
1416
Moloney Securities Asset Management
Missouri
$1.19M -$179K -563 -14%
PWA
1417
Portus Wealth Advisors
North Carolina
$1.18M +$1.13M +3,557 New
FCM
1418
Family Capital Management
Michigan
$1.18M +$99.6K +313 +10%
MWA
1419
Midland Wealth Advisors
Illinois
$1.18M -$91.3K -287 -7%
PFA
1420
Pathway Financial Advisers
Indiana
$1.18M +$71.2K +224 +7%
BT
1421
Banque Transatlantique
France
$1.18M -$65.2K -205 -5%
PIM
1422
Profit Investment Management
Maryland
$1.18M -$310K -976 -22%
SIA
1423
Schear Investment Advisers
Ohio
$1.18M +$32.8K +103 +3%
SMH
1424
Sanders Morris Harris
Texas
$1.17M +$1.12M +3,531 New
TYCC
1425
Texas Yale Capital Corp
Florida
$1.17M +$55.7K +175 +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.