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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
PCA
1651
Prosperity Capital Advisors
Ohio
$756K +$239K +751 +49%
FFS
1652
Founders Financial Securities
Maryland
$756K -$161K -506 -18%
SWA
1653
Strategies Wealth Advisors
Michigan
$752K +$69K +217 +11%
RCA
1654
Roberts Capital Advisors
Colorado
$752K
ATFA
1655
All Terrain Financial Advisors
Minnesota
$750K
BHIA
1656
Birch Hill Investment Advisors
Massachusetts
$747K
RCG
1657
Regatta Capital Group
California
$746K -$18.1K -57 -2%
PWM
1658
Partnership Wealth Management
Maryland
$744K +$636 +2 +0.1%
MA
1659
MONECO Advisors
Connecticut
$743K +$33.1K +104 +5%
BFG
1660
Berger Financial Group
Minnesota
$741K +$9.86K +31 +1%
CWM
1661
Connecticut Wealth Management
Connecticut
$740K +$323K +1,014 +83%
SEIA
1662
Signature Estate & Investment Advisors
California
$737K -$28.3K -89 -4%
CD
1663
Chapin Davis
Maryland
$737K +$318 +1 +0%
TIA
1664
Traphagen Investment Advisors
New Jersey
$735K +$612K +1,925 +671%
HCM
1665
Howland Capital Management
Massachusetts
$732K -$3.5K -11 -0.5%
SNBOSD
1666
Security National Bank of So Dak
Iowa
$731K
GFP
1667
Gryphon Financial Partners
Ohio
$728K +$53.4K +168 +8%
QPW
1668
Quantum Private Wealth
Florida
$727K
TWM
1669
Tanager Wealth Management
United Kingdom
$727K -$22.9K -72 -3%
BCG
1670
Breakwater Capital Group
New Jersey
$724K -$10.5K -33 -1%
EFSCE
1671
Enterprise Financial Services Corp (EFSC)
Missouri
$723K -$6.36K -20 -0.9%
CA
1672
Calton & Associates
Florida
$720K +$19.4K +61 +3%
BSB
1673
Bangor Savings Bank
Maine
$719K
SRC
1674
Shufro Rose & Co
New York
$716K
BWM
1675
BigSur Wealth Management
Florida
$715K -$795K -2,500 -54%

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.