We are live on ! Find out more
AXP icon

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
AWM
1701
Aries Wealth Management
Maine
$689K
LA
1702
LM Advisors
California
$687K
KFGK
1703
Keystone Financial Group (Kentucky)
Kentucky
$684K -$5.09K -16 -0.8%
WP
1704
Westmount Partners
California
$684K -$317K -996 -32%
RCA
1705
Ranch Capital Advisors
Florida
$683K +$318 +1 +0%
Financial Engines Advisors
1706
Financial Engines Advisors
California
$680K +$55K +173 +9%
TWM
1707
Thrive Wealth Management
Pennsylvania
$679K +$10.5K +33 +2%
BFS
1708
BridgePort Financial Solutions
Iowa
$679K +$6.04K +19 +0.9%
WS
1709
Wela Strategies
Georgia
$677K -$35.6K -112 -5%
ATC
1710
Adirondack Trust Company
New York
$677K -$30.9K -97 -5%
AF
1711
Atala Financial
California
$675K
SWMP
1712
Signature Wealth Management Partners
New Jersey
$674K
FWA
1713
FSM Wealth Advisors
Ohio
$674K +$98.3K +309 +18%
AWM
1714
Aberdeen Wealth Management
Illinois
$673K -$15.9K -50 -2%
KF
1715
KKM Financial
Illinois
$673K
NL
1716
NWAM LLC
Washington
$672K +$195K +612 +46%
RFP
1717
Root Financial Partners
California
$672K +$220K +692 +52%
RPC
1718
Rossmore Private Capital
Connecticut
$671K -$21.9K -69 -3%
KAS
1719
KPP Advisory Services
Kentucky
$671K
SOW
1720
State of Wyoming
Wyoming
$670K -$19.4K -61 -3%
OFG
1721
Oxford Financial Group
Indiana
$668K +$223K +700 +53%
SFG
1722
Sunburst Financial Group
Alabama
$668K
PWP
1723
Precedent Wealth Partners
Texas
$665K
CA
1724
Capital Advantage
California
$664K
HA
1725
Harbor Advisors
Florida
$664K

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.