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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
CFG
1501
Cooper Financial Group
California
$996K -$4.45K -14 -0.5%
ACM
1502
Aljian Capital Management
Nevada
$995K -$14.9K -47 -2%
AWM
1503
Angeles Wealth Management
California
$982K +$15.3K +48 +2%
CFG
1504
Chapman Financial Group
Hawaii
$981K
LFA
1505
Legacy Financial Advisors
Kentucky
$981K -$98K -308 -9%
TWM
1506
Tradition Wealth Management
Minnesota
$980K -$58.2K -183 -6%
TTWM
1507
TCV Trust & Wealth Management
Virginia
$980K -$35.3K -111 -4%
MCM
1508
Mattern Capital Management
Colorado
$977K +$133K +418 +17%
CAM
1509
Creekmur Asset Management
Illinois
$974K -$280K -881 -23%
CB
1510
Centennial Bank
Arkansas
$974K
BST
1511
Bath Savings Trust
Maine
$971K +$9.86K +31 +1%
BAM
1512
Belpointe Asset Management
Nevada
$970K -$202K -635 -18%
MSWM
1513
McGlone Suttner Wealth Management
Wisconsin
$967K +$9.22K +29 +1%
CA
1514
Cambridge Advisors
Nebraska
$967K
LWM
1515
LongView Wealth Management
Georgia
$965K +$1.27K +4 +0.1%
CAS
1516
CTC Alternative Strategies
Illinois
$963K +$611K +1,920 +196%
TSS
1517
Two Sigma Securities
New York
$962K +$921K +2,895 New
OL
1518
one8zero8 LLC
North Carolina
$957K +$19.1K +60 +2%
SFI
1519
SPC Financial Inc
Maryland
$952K +$10.2K +32 +1%
OWA
1520
Outlook Wealth Advisors
Texas
$951K -$23.2K -73 -2%
PWM
1521
Purus Wealth Management
California
$950K -$7K -22 -0.8%
GWANC
1522
Guardian Wealth Advisors (North Carolina)
North Carolina
$949K +$22.3K +70 +3%
BTD
1523
BankPlus Trust Department
Mississippi
$947K +$9.22K +29 +1%
LAI
1524
Legal Advantage Investments
California
$947K
UCB
1525
United Community Bank
South Carolina
$946K +$24.5K +77 +3%

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.