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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
PHM
1726
Prospect Hill Management
New Jersey
$664K
MCM
1727
Magnolia Capital Management
New York
$664K
GCA
1728
Genesee Capital Advisors
New York
$663K +$1.59K +5 +0.3%
LCGC
1729
Legacy Capital Group California
California
$660K -$12.4K -39 -2%
PAW
1730
Plan A Wealth
Nebraska
$658K +$45.8K +144 +8%
DDPIC
1731
Deroy & Devereaux Private Investment Counsel
Michigan
$657K -$207K -650 -25%
AIM
1732
Allen Investment Management
New York
$656K
PWM
1733
Pines Wealth Management
North Carolina
$655K +$59.8K +188 +11%
KWS
1734
Keystone Wealth Services
California
$654K -$36.3K -114 -5%
SL
1735
Sentinus LLC
Illinois
$653K +$4.45K +14 +0.7%
MWM
1736
Maridea Wealth Management
New York
$653K +$325K +1,022 +121%
BA
1737
Ballast Advisors
Minnesota
$652K -$13.7K -43 -2%
TC
1738
Truvestments Capital
Florida
$652K +$279K +877 +81%
BCM
1739
Blume Capital Management
California
$652K -$636 -2 -0.1%
ATS
1740
Ashton Thomas Securities
New York
$652K +$268K +842 +75%
RPGK
1741
Retirement Planning Group (Kansas)
Kansas
$651K +$45.5K +143 +8%
TWM
1742
Tripletail Wealth Management
Florida
$651K
SIMG
1743
Sonora Investment Management Group
Arizona
$648K -$23.2K -73 -4%
PFW
1744
Petros Family Wealth
Minnesota
$646K +$25.8K +81 +4%
RZH
1745
Relyea Zuckerberg Hanson
Connecticut
$644K -$156K -490 -20%
CFA
1746
Capstone Financial Advisors
Illinois
$644K +$354K +1,114 +135%
TIA
1747
Tiemann Investment Advisors
California
$642K -$35K -110 -5%
ACM
1748
Avalon Capital Management
California
$642K -$26.7K -84 -4%
OFS
1749
OneAscent Financial Services
Alabama
$642K -$121K -379 -16%
CMTU
1750
Capital Markets Trading (UK)
United Kingdom
$642K +$217K +681 +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.