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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
SIC
1451
Sigma Investment Counselors
Michigan
$1.12M +$636 +2 +0.1%
CCM
1452
Conway Capital Management
California
$1.12M
RC
1453
Rexford Capital
Texas
$1.12M +$8.27K +26 +0.8%
LAM
1454
Lewis Asset Management
California
$1.12M -$31.2K -98 -3%
ACGA
1455
Atlanta Consulting Group Advisors
Georgia
$1.12M +$12.4K +39 +1%
PP
1456
PDS Planning
Ohio
$1.11M -$954 -3 -0.1%
BB
1457
Bell Bank
North Dakota
$1.11M
WA
1458
WBH Advisory
Maryland
$1.1M +$13.4K +42 +1%
VT
1459
Volterra Technologies
New York
$1.1M +$1.06M +3,324 New
GVAG
1460
Great Valley Advisor Group
Delaware
$1.1M +$55K +173 +5%
VFA
1461
Values First Advisors
Tennessee
$1.1M +$165K +520 +19%
BG
1462
Bahl & Gaynor
Ohio
$1.1M +$2.23K +7 +0.2%
RIA
1463
Richwood Investment Advisors
Ohio
$1.09M -$318 -1 -0%
CG
1464
CFO4Life Group
Texas
$1.09M +$12.1K +38 +1%
CCA
1465
Childress Capital Advisors
Texas
$1.09M +$167K +525 +19%
AAS
1466
Ameritas Advisory Services
Nebraska
$1.09M -$66.8K -210 -6%
CA
1467
Continuum Advisory
Idaho
$1.09M -$7.95K -25 -0.8%
MAM
1468
Milestone Asset Management
Pennsylvania
$1.08M +$153K +480 +17%
CTC
1469
Cetera Trust Company
Minnesota
$1.08M
SSA
1470
Schonfeld Strategic Advisors
New York
$1.08M -$4.39M -13,803 -81%
PCH
1471
PGIM Custom Harvest
New Jersey
$1.08M +$18.8K +59 +2%
ZI
1472
ZEGA Investments
Florida
$1.08M +$1.03M +3,252 New
CWG
1473
Cornerstone Wealth Group
North Carolina
$1.08M +$24.2K +76 +2%
MA
1474
MCF Advisors
Kentucky
$1.07M +$186K +585 +22%
NP
1475
Nilsine Partners
Colorado
$1.07M +$142K +446 +16%

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.