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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
BHWM
1676
Bar Harbor Wealth Management
New Hampshire
$715K -$4.77K -15 -0.7%
CG
1677
Curat Global
New Hampshire
$714K
GI
1678
Gradient Investments
Minnesota
$713K -$29.6K -93 -4%
AC
1679
Addison Capital
Pennsylvania
$712K
HWM
1680
Horizon Wealth Management
Illinois
$710K +$636 +2 +0.1%
WWA
1681
Wisconsin Wealth Advisors
Wisconsin
$710K
CCG
1682
Cypress Capital Group
Florida
$710K
HFW
1683
Horizon Family Wealth
Illinois
$709K +$1.59K +5 +0.2%
CIM
1684
Cambria Investment Management
California
$708K +$678K +2,131 New
PIA
1685
Perennial Investment Advisors
California
$708K -$9.22K -29 -1%
FFL
1686
Future Fund LLC
Illinois
$707K +$134K +420 +25%
GSEP
1687
Golden State Equity Partners
California
$705K +$305K +958 +82%
MAWA
1688
Moss Adams Wealth Advisors
Washington
$704K +$16.5K +52 +3%
CNB
1689
Camden National Bank
Maine
$704K -$21.3K -67 -3%
WA
1690
Wealth Architects
California
$702K -$1.27K -4 -0.2%
VWA
1691
Visionary Wealth Advisors
Illinois
$702K +$241K +759 +56%
DFA
1692
Delta Financial Advisors
Louisiana
$701K +$355K +1,115 +112%
WPC
1693
Waters Parkerson & Co
Louisiana
$701K +$23.9K +75 +4%
Members Trust
1694
Members Trust
Florida
$701K -$318 -1 -0%
PJWM
1695
Philip James Wealth Mangement
Georgia
$701K -$2.23K -7 -0.3%
SLA
1696
Silver Lake Advisory
Utah
$699K +$954 +3 +0.1%
MIM
1697
Macroview Investment Management
Maryland
$699K
APA
1698
Astoria Portfolio Advisors
New York
$695K -$5.09K -16 -0.7%
EGWAG
1699
Elwood & Goetz Wealth Advisory Group
Georgia
$692K +$208K +653 +46%
OLA
1700
Oliver Luxxe Assets
New Jersey
$692K +$112K +351 +20%

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.