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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
CA
1826
Cache Advisors
California
$567K
NC
1827
North Capital
Utah
$567K +$48.3K +152 +10%
LSPW
1828
Lake Street Private Wealth
Illinois
$566K -$1.59K -5 -0.3%
HTIM
1829
Harbour Trust & Investment Management
Indiana
$565K +$4.77K +15 +0.9%
ZCI
1830
Zevenbergen Capital Investments
Washington
$565K
AF
1831
Apexium Financial
Texas
$564K +$3.18K +10 +0.6%
SNWA
1832
Siligmueller & Norvid Wealth Advisors
Illinois
$563K +$539K +1,696 New
VFG
1833
Victory Financial Group
Texas
$563K -$7K -22 -1%
ACM
1834
Arcataur Capital Management
Wisconsin
$561K -$22.9K -72 -4%
SOS
1835
Silver Oak Securities
Tennessee
$561K +$21.9K +69 +4%
TC
1836
TFR Capital
Texas
$560K +$4.45K +14 +0.8%
Acadian Asset Management
1837
Acadian Asset Management
Massachusetts
$558K -$231K -727 -30%
FA
1838
Fountainhead AM
New Jersey
$558K +$1.27K +4 +0.2%
PCM
1839
Prelude Capital Management
New York
$557K +$533K +1,676 New
OA
1840
Oxbow Advisors
Texas
$555K -$10.2K -32 -2%
CWM
1841
Centric Wealth Management
Illinois
$555K +$6.04K +19 +1%
M
1842
MOTCO
Texas
$554K
PWMG
1843
Prestige Wealth Management Group
New Jersey
$554K +$313K +985 +144%
OL
1844
Optas LLC
Texas
$553K +$74.7K +235 +16%
TC
1845
Trilogy Capital
California
$552K -$3.18K -10 -0.6%
NRI
1846
NFP Retirement Inc
California
$549K -$17.5K -55 -3%
BFC
1847
Blue Fin Capital
Rhode Island
$548K -$55K -173 -9%
FM
1848
Foster & Motley
Ohio
$548K +$1.27K +4 +0.2%
BMWM
1849
Brown Miller Wealth Management
Virginia
$547K +$1.91K +6 +0.4%
SW
1850
Simplicity Wealth
New Jersey
$547K -$167K -526 -24%

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.