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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
1WM
1851
1858 Wealth Management
Ohio
$546K -$17.2K -54 -3%
RIG
1852
RiverFront Investment Group
Virginia
$546K -$182K -573 -26%
AWA
1853
Acorn Wealth Advisors
Michigan
$545K -$318 -1 -0.1%
TWP
1854
Tyche Wealth Partners
Texas
$543K +$13K +41 +3%
DP
1855
Dearborn Partners
Illinois
$543K
BL
1856
Balentine LLC
Georgia
$542K +$35.9K +113 +7%
SWM
1857
Silverlake Wealth Management
Vermont
$542K -$40.1K -126 -7%
SAM
1858
Strive Asset Management
Ohio
$541K -$22.6K -71 -4%
SW
1859
Solidarity Wealth
Utah
$540K -$2.46M -7,748 -83%
BOJHT
1860
Bank of Jackson Hole Trust
Wyoming
$538K +$221K +695 +75%
CP
1861
CenterBook Partners
Connecticut
$538K +$55K +173 +12%
PWS
1862
Peterson Wealth Services
Utah
$537K +$138K +433 +27%
HR
1863
Howe & Rusling
New York
$536K -$106K -333 -17%
RIM
1864
Rockbridge Investment Management
New York
$536K
Twin Tree Management
1865
Twin Tree Management
Texas
$536K +$514K +1,615 New
VA
1866
Valmark Advisers
Ohio
$536K +$5.41K +17 +1%
CPIA
1867
Cornell Pochily Investment Advisors
New York
$536K +$636 +2 +0.1%
RWPA
1868
Richard W. Paul & Associates
Michigan
$535K -$3.5K -11 -0.7%
FFA
1869
Fragasso Financial Advisors
Pennsylvania
$533K +$9.22K +29 +2%
PWW
1870
Pettyjohn Wood & White
Virginia
$532K
HFS
1871
Heritage Financial Services
Massachusetts
$532K +$32.8K +103 +7%
PAM
1872
Paradigm Asset Management
New York
$531K
BSSFA
1873
Baron Silver Stevens Financial Advisors
Florida
$531K
CHC
1874
City Holding Co
West Virginia
$530K -$24.8K -78 -5%
ACM
1875
Allred Capital Management
Texas
$529K +$636 +2 +0.1%

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.