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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
LFM
1576
LGT Fund Management
Liechtenstein
$876K +$237K +745 +39%
UB
1577
Umpqua Bank
Oregon
$871K +$5.09K +16 +0.6%
MIP
1578
Marietta Investment Partners
Wisconsin
$871K +$7.32K +23 +0.9%
AFC
1579
AFT Forsyth & Company
Florida
$869K -$12.7K -40 -2%
PTB
1580
Pioneer Trust Bank
Oregon
$864K
TLCM
1581
Twin Lakes Capital Management
California
$863K +$954 +3 +0.1%
BLFG
1582
Brian Low Financial Group
Louisiana
$862K +$826K +2,596 New
CBT
1583
Central Bank & Trust
Kentucky
$861K
RMP
1584
Richards, Merrill & Peterson
Washington
$860K +$28.3K +89 +4%
OTL
1585
Oak Thistle LLC
New York
$857K +$821K +2,580 New
UIM
1586
Unified Investment Management
Georgia
$851K -$21.6K -68 -3%
KA
1587
Kozak & Associates
Colorado
$848K +$14.6K +46 +2%
APP
1588
Avantax Planning Partners
Iowa
$843K -$91.3K -287 -10%
SIA
1589
SGL Investment Advisors
Montana
$843K +$29.9K +94 +4%
BWA
1590
Burt Wealth Advisors
Maryland
$837K
AWE
1591
Avidian Wealth Enterprises
Texas
$837K +$84K +264 +12%
AI
1592
Arvest Investments
Arkansas
$835K -$10.2K -32 -1%
MFA
1593
Millington Financial Advisors
Illinois
$834K +$2.23K +7 +0.3%
CBT
1594
CoreFirst Bank & Trust
Kansas
$833K -$95.4K -300 -11%
PVM
1595
Palogic Value Management
Texas
$832K
CAM
1596
Cidel Asset Management
Ontario, Canada
$829K -$23.5K -74 -3%
SCM
1597
Sage Capital Management
New Jersey
$829K
SCA
1598
Sippican Capital Advisors
Massachusetts
$825K -$23.9K -75 -3%
AA
1599
Auxano Advisors
Washington
$825K +$1.27K +4 +0.2%
BIG
1600
Brookwood Investment Group
Arizona
$825K -$35.9K -113 -4%

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.