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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
NA
1476
Navellier & Associates
Nevada
$1.07M +$485K +1,526 +90%
MSFS
1477
Main Street Financial Solutions
Pennsylvania
$1.07M +$192K +604 +23%
AA
1478
Advisory Alpha
Michigan
$1.07M +$304K +956 +42%
CIS
1479
Custom Index Systems
New York
$1.06M +$610K +1,919 +150%
WA
1480
Westfuller Advisors
New York
$1.06M +$585K +1,840 +136%
DSC
1481
Duncker Streett & Co
Missouri
$1.06M +$186K +586 +23%
UAML
1482
US Asset Management LLC
Pennsylvania
$1.06M
MCC
1483
Money Concepts Capital
Florida
$1.06M +$149K +470 +17%
GWM
1484
Geneos Wealth Management
Colorado
$1.04M -$211K -662 -17%
FAM
1485
Fairtree Asset Management
South Africa
$1.04M +$426K +1,339 +75%
KWA
1486
Kingswood Wealth Advisors
California
$1.03M +$243K +763 +33%
CYG
1487
Clean Yield Group
Vermont
$1.03M
SWM
1488
SeaCrest Wealth Management
New York
$1.02M -$91K -286 -8%
MAA
1489
Matrix Asset Advisors
New York
$1.02M -$47.1K -148 -5%
SMA
1490
Seven Mile Advisory
New Jersey
$1.02M +$247K +776 +34%
HIM
1491
Harbour Investment Management
Washington
$1.01M
PHS
1492
Pekin Hardy Strauss
Illinois
$1.01M -$39.1K -123 -4%
SB
1493
Strategic Blueprint
Georgia
$1.01M +$7K +22 +0.7%
QWP
1494
Quotient Wealth Partners
Texas
$1.01M +$26.4K +83 +3%
SWM
1495
Scissortail Wealth Management
Oklahoma
$1M
RWS
1496
Resolute Wealth Strategies
Mississippi
$1,000K +$636 +2 +0.1%
AF
1497
Arrow Financial
New York
$999K +$119K +375 +14%
RMCM
1498
Reynders McVeigh Capital Management
Massachusetts
$998K -$318 -1 -0%
FWM
1499
FFT Wealth Management
Pennsylvania
$996K
LWMM
1500
Legacy Wealth Management (Mississippi)
Mississippi
$996K

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.