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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
SAM
1876
Strategy Asset Managers
California
$528K -$635K -1,995 -56%
KPWG
1877
KFA Private Wealth Group
Virginia
$528K
R
1878
Rebalance
California
$526K
AWM
1879
Austin Wealth Management
Texas
$525K +$954 +3 +0.2%
FBC
1880
Fairfield, Bush & Co
Connecticut
$525K
IRC
1881
Investors Research Corp
Georgia
$523K +$15.9K +50 +3%
PWP
1882
Phillips Wealth Planners
Mississippi
$522K +$94.5K +297 +23%
APIM
1883
Agate Pass Investment Management
Washington
$521K
LI
1884
LMCG Investments
Massachusetts
$519K -$84.6K -266 -15%
FDDB
1885
Fidelity D&D Bancorp
Pennsylvania
$518K
AF
1886
Apollon Financial
South Carolina
$518K +$81.4K +256 +20%
HWA
1887
HCR Wealth Advisors
California
$518K -$954 -3 -0.2%
FPL
1888
Fortress Private Ledger
North Carolina
$517K +$57.6K +181 +13%
FWIA
1889
Fort Washington Investment Advisors
Ohio
$516K +$55.7K +175 +13%
WI
1890
WrapManager Inc
California
$515K -$72.8K -229 -13%
IA
1891
Invested Advisors
Pennsylvania
$515K +$540K +1,699 New
ICP
1892
Impact Capital Partners
Colorado
$514K -$45.8K -144 -9%
TFA
1893
Toth Financial Advisory
Virginia
$513K -$2.86K -9 -0.6%
ISFAN
1894
Investor's Fiduciary Advisor Network
Washington
$512K +$318 +1 +0.1%
EWA
1895
Exencial Wealth Advisors
Oklahoma
$512K -$37.5K -118 -7%
DAM
1896
Delta Asset Management
Tennessee
$511K +$18.1K +57 +4%
OL
1897
OneFund LLC
Florida
$511K +$19.4K +61 +4%
MG
1898
Marex Group
$511K +$489K +1,537 New
MW
1899
MBL Wealth
North Carolina
$510K -$23.9K -75 -5%
MW
1900
Maia Wealth
Colorado
$508K -$18.8K -59 -4%

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.