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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
MAM
1601
McLean Asset Management
Virginia
$823K +$2.23K +7 +0.3%
DIP
1602
DT Investment Partners
Pennsylvania
$822K
OWP
1603
ORG Wealth Partners
Texas
$819K +$449K +1,412 +134%
MWA
1604
Meridian Wealth Advisors
Texas
$818K -$14K -44 -2%
OF
1605
Outfitter Financial
Maine
$817K
GCP
1606
GSA Capital Partners
United Kingdom
$817K -$1.36M -4,281 -64%
OWA
1607
Opal Wealth Advisors
New York
$813K -$48.7K -153 -6%
VV
1608
Verity & Verity
South Carolina
$813K -$46.4K -146 -6%
SAM
1609
Secure Asset Management
Michigan
$810K +$25.4K +80 +3%
AWA
1610
ARQ Wealth Advisors
Arizona
$809K +$775K +2,436 New
MEG
1611
Millstone Evans Group
Colorado
$807K +$13.7K +43 +2%
NFSG
1612
Newbridge Financial Services Group
Florida
$805K -$91K -286 -11%
VAG
1613
VisionPoint Advisory Group
Texas
$802K +$28K +88 +4%
WIA
1614
Westbourne Investment Advisors
Maryland
$802K -$6.36K -20 -0.8%
TAM
1615
Trillium Asset Management
Massachusetts
$799K -$72.8K -229 -9%
DIM
1616
Delta Investment Management
California
$797K +$318 +1 +0%
ACM
1617
AUA Capital Management
Pennsylvania
$797K
CIM
1618
Confluence Investment Management
Missouri
$797K
NAM
1619
Nutshell Asset Management
United Kingdom
$797K +$763K +2,400 New
AWM
1620
Aviso Wealth Management
Washington
$797K +$636 +2 +0.1%
MFT
1621
Moisand Fitzgerald Tamayo
Florida
$797K +$15.9K +50 +2%
TWP
1622
Tower Wealth Partners
Pennsylvania
$797K +$59.2K +186 +8%
SG
1623
StoneX Group
New York
$796K -$109K -343 -13%
PCG
1624
PFC Capital Group
California
$796K
WCG
1625
Weaver Consulting Group
California
$793K +$2.23K +7 +0.3%

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.