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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
RRA
1626
Round Rock Advisors
Connecticut
$791K +$47.7K +150 +7%
CWM
1627
Consultiva Wealth Management
Puerto Rico
$791K
CCA
1628
Coign Capital Advisors
Utah
$790K +$59.5K +187 +9%
MSA
1629
Marino Stram & Associates
Massachusetts
$790K
MMG
1630
Monetary Management Group
Missouri
$789K
WFI
1631
West Family Investments
California
$785K +$7.63K +24 +1%
ZBNA
1632
Zions Bancorporation, National Association
Utah
$785K +$73.8K +232 +11%
NAS
1633
Nicolet Advisory Services
Wisconsin
$785K -$40.1K -126 -5%
KCPG
1634
Kavar Capital Partners Group
Kansas
$785K
KIM
1635
Kane Investment Management
California
$785K +$31.8K +100 +4%
DE
1636
Diversified Enterprises
Delaware
$783K +$10.8K +34 +1%
QFA
1637
Quantum Financial Advisors
California
$783K
SCA
1638
Stonebridge Capital Advisors
Minnesota
$782K
JWBC
1639
John W. Bristol & Co
New York
$781K
CCC
1640
Compass Capital Corp
Massachusetts
$780K +$27K +85 +4%
OWA
1641
One Wealth Advisors
California
$780K -$636 -2 -0.1%
DW30
1642
Drucker Wealth 3.0
New Jersey
$777K +$19.1K +60 +3%
TCA
1643
Transcend Capital Advisors
New Jersey
$772K +$168K +528 +29%
WFA
1644
WMG Financial Advisors
Tennessee
$772K -$7.95K -25 -1%
SWA
1645
Sax Wealth Advisors
New Jersey
$772K +$87.5K +275 +13%
PHAM
1646
Palisades Hudson Asset Management
Florida
$769K
MAM
1647
MWA Asset Management
Massachusetts
$768K -$318 -1 -0%
AIM
1648
Athena Investment Management
California
$768K -$11.5K -36 -2%
HBW
1649
Hazlett, Burt & Watson
West Virginia
$765K +$28K +88 +4%
CHAM
1650
Clear Harbor Asset Management
Connecticut
$758K

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.