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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
MWS
1526
MFA Wealth Services
California
$945K +$18.1K +57 +2%
RI
1527
Ridgewood Investments
New Jersey
$936K +$2.86K +9 +0.3%
BF
1528
Brucke Financial
Indiana
$935K -$152K -478 -16%
BW
1529
Basepoint Wealth
Iowa
$932K -$7.63K -24 -0.8%
FFM
1530
Fullerton Fund Management
Singapore
$932K +$572K +1,797 +178%
YIM
1531
Yoffe Investment Management
Pennsylvania
$931K
ME
1532
McIlrath & Eck
Washington
$931K
TW
1533
TritonPoint Wealth
Maryland
$931K +$12.7K +40 +1%
ESB
1534
Essex Savings Bank
Connecticut
$931K -$31.2K -98 -3%
WPW
1535
Warther Private Wealth
Ohio
$930K -$6.04K -19 -0.7%
KA
1536
Kearns & Associates
California
$930K
PWP
1537
Pursue Wealth Partners
California
$930K
LW
1538
Linscomb Wealth
Texas
$928K -$48K -151 -5%
CFP
1539
Catalyst Financial Partners
Massachusetts
$927K +$28.6K +90 +3%
FFA
1540
Fortune Financial Advisors
Kansas
$927K -$1.27K -4 -0.1%
BMC
1541
Benin Management Corp
Connecticut
$926K +$8.27K +26 +0.9%
HGA
1542
Hobbs Group Advisors
South Carolina
$924K
FDP
1543
Financiere des Professionnels
Quebec, Canada
$923K
IAIM
1544
International Assets Investment Management
Florida
$920K
AC
1545
AlphaCore Capital
California
$919K +$211K +663 +32%
PWA
1546
Phoenix Wealth Advisors
North Carolina
$914K +$197K +619 +29%
GLLW
1547
Graves Light Lenhart Wealth
Virginia
$913K -$318 -1 -0%
ITIM
1548
Indiana Trust & Investment Management
Indiana
$912K
AA
1549
Alta Advisers
United Kingdom
$911K
LA
1550
Lifeworks Advisors
Michigan
$911K

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.