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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
LSIA
1776
LaSalle St. Investment Advisors
Illinois
$612K +$37.5K +118 +7%
PAMG
1777
Patton Albertson Miller Group
Tennessee
$610K +$330K +1,036 +129%
SGK
1778
Steigerwald Gordon & Koch
Virginia
$608K -$2.54K -8 -0.4%
MCWA
1779
Meadow Creek Wealth Advisors
Georgia
$608K +$72.5K +228 +14%
KLI
1780
Kelman-Lazarov Inc
Tennessee
$606K +$74.7K +235 +15%
AHL
1781
Abel Hall LLC
Louisiana
$606K -$4.77K -15 -0.8%
MTIC
1782
Missouri Trust & Investment Company
Missouri
$605K
GAA
1783
Global Assets Advisory
Florida
$605K +$81.7K +257 +16%
SCP
1784
Sivia Capital Partners
California
$605K +$26.4K +83 +5%
FCM
1785
Fairbanks Capital Management
California
$605K -$1.27K -4 -0.2%
HIG
1786
Heritage Investment Group
Florida
$605K +$44.5K +140 +8%
WCM
1787
Whitener Capital Management
North Carolina
$605K -$7.95K -25 -1%
ATWA
1788
Arbor Trust Wealth Advisors
Michigan
$604K +$36.6K +115 +7%
SFG
1789
Sovereign Financial Group
Connecticut
$603K +$16.5K +52 +3%
WPW
1790
Waldron Private Wealth
Pennsylvania
$602K +$110K +345 +24%
CWM
1791
Centurion Wealth Management
Virginia
$601K +$318K +1,000 +123%
SMC
1792
Smith, Moore & Co
Missouri
$600K +$79.5K +250 +16%
FPW
1793
Flagship Private Wealth
Massachusetts
$600K
CH
1794
Cromwell Holdings
Wyoming
$596K
TVAMP
1795
Tennessee Valley Asset Management Partners
Tennessee
$595K
PFGIA
1796
Patriot Financial Group Insurance Agency
Massachusetts
$595K +$45.2K +142 +9%
LFS
1797
Legacy Financial Strategies
Kansas
$595K +$10.2K +32 +2%
ECM
1798
Eisler Capital Management
United Kingdom
$592K +$549K +1,726 New
TIM
1799
Thompson Investment Management
Wisconsin
$592K
HWM
1800
Hemington Wealth Management
Virginia
$591K +$17.5K +55 +3%

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.