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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
SC
1801
Schubert & Co
Texas
$591K -$14.9K -47 -3%
MSCM
1802
McElhenny Sheffield Capital Management
Texas
$591K +$43.6K +137 +8%
RMDI
1803
R.M. Davis Inc
Maine
$591K -$24.2K -76 -4%
AW
1804
Alteri Wealth
California
$590K -$3.18K -10 -0.6%
CAI
1805
Capital Advisors Inc
Oklahoma
$588K -$109K -344 -16%
ONST
1806
Old North State Trust
North Carolina
$587K +$79.8K +251 +17%
DC
1807
Diametric Capital
Massachusetts
$587K +$562K +1,766 New
SPWG
1808
Sage Private Wealth Group
Illinois
$587K -$1.59K -5 -0.3%
SLG
1809
Stanley-Laman Group
Pennsylvania
$586K -$86.2K -271 -13%
RCM
1810
RNC Capital Management
California
$585K -$6.36K -20 -1%
LWM
1811
Liberty Wealth Management
California
$582K +$954 +3 +0.2%
TNBTD
1812
Trustmark National Bank Trust Department
Mississippi
$581K +$69.3K +218 +14%
RFA
1813
Reyes Financial Architecture
California
$579K +$9.86K +31 +2%
CSPIA
1814
Cary Street Partners Investment Advisory
Virginia
$579K +$40.7K +128 +8%
HWMO
1815
Heritage Wealth Management (Ohio)
Ohio
$579K -$29.3K -92 -5%
EIP
1816
Ellis Investment Partners
Pennsylvania
$578K
IIC
1817
Integrated Investment Consultants
Michigan
$577K -$39.1K -123 -7%
BIM
1818
Barton Investment Management
Pennsylvania
$576K
BMWS
1819
Brady Martz Wealth Solutions
North Dakota
$576K -$21K -66 -4%
TNA
1820
True North Advisors
Texas
$575K +$15.3K +48 +3%
FRM
1821
Fox Run Management
Connecticut
$575K +$550K +1,730 New
DIP
1822
Davis Investment Partners
North Carolina
$573K -$102K -320 -15%
AA
1823
Ancora Advisors
Ohio
$573K +$26.7K +84 +5%
CF
1824
Centaurus Financial
California
$573K +$1.59K +5 +0.3%
HA
1825
Herold Advisors
New York
$572K -$301K -945 -35%

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.