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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
KA
1426
Kovack Advisors
Florida
$1.17M -$23.2K -73 -2%
CA
1427
Crumly & Associates
Illinois
$1.17M +$482K +1,516 +76%
CGL
1428
Clarius Group LLC
Washington
$1.16M -$222K -698 -17%
PFA
1429
Pure Financial Advisors
California
$1.16M -$12.4K -39 -1%
BAM
1430
Blueshift Asset Management
New Jersey
$1.16M -$120K -377 -10%
HBT
1431
Hills Bank & Trust
Iowa
$1.16M
LA
1432
LVW Advisors
New York
$1.16M +$68.4K +215 +7%
RWM
1433
Revisor Wealth Management
Ohio
$1.15M +$35.9K +113 +3%
AF
1434
Alerus Financial
North Dakota
$1.15M
EW
1435
Elyxium Wealth
California
$1.15M +$16.9K +53 +2%
TCWA
1436
Turtle Creek Wealth Advisors
Texas
$1.15M +$540K +1,699 +96%
SIA
1437
Strategic Investment Advisors
Michigan
$1.15M -$160K -502 -13%
FFA
1438
Founders Financial Alliance
North Carolina
$1.15M +$184K +580 +20%
ARA
1439
Alexander Randolph Advisory
Virginia
$1.15M -$11.1K -35 -1%
PWG
1440
Portside Wealth Group
Utah
$1.15M +$101K +316 +10%
DWM
1441
Defined Wealth Management
Oregon
$1.14M +$1.59K +5 +0.1%
WGC
1442
Watts Gwilliam & Co
Arizona
$1.14M
MFG
1443
MidWestOne Financial Group
Iowa
$1.13M
KA
1444
Klingman & Associates
New York
$1.13M +$538K +1,691 +98%
LJAC
1445
L.J. Altfest & Co
New York
$1.13M -$10.5K -33 -1%
PTP
1446
Platform Technology Partners
New York
$1.13M -$31.2K -98 -3%
EFG
1447
Embree Financial Group
Illinois
$1.13M -$318 -1 -0%
WCM
1448
Weaver Capital Management
Georgia
$1.13M +$99.6K +313 +10%
HC
1449
Hendley & Co
Ohio
$1.13M
TC
1450
TownSquare Capital
Utah
$1.12M -$160K -502 -13%

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.