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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
FWI
1901
Facet Wealth Inc
Maryland
$507K +$127K +399 +35%
AWM
1902
Aprio Wealth Management
Georgia
$507K +$23.9K +75 +5%
BCFD
1903
Boit C.F. David
$507K
OCM
1904
Osterweis Capital Management
California
$507K +$128K +402 +36%
PWA
1905
Physician Wealth Advisors
Utah
$505K +$37.2K +117 +8%
SIM
1906
Sentry Investment Management
Wisconsin
$503K -$436K -1,372 -47%
RIM
1907
Redwood Investment Management
Arizona
$503K +$4.77K +15 +1%
SFWC
1908
Strategic Family Wealth Counselors
New Jersey
$503K
MCM
1909
MV Capital Management
Maryland
$502K
OC
1910
Optima Capital
Oregon
$501K -$1.91K -6 -0.4%
CFG
1911
Carter Financial Group
Illinois
$501K -$68.7K -216 -13%
CIA
1912
Compass Ion Advisors
Pennsylvania
$501K -$954 -3 -0.2%
MPIA
1913
Mountain Pacific Investment Advisers
Idaho
$500K -$44.5K -140 -9%
JIP
1914
Jaffetilchin Investment Partners
Florida
$500K +$1.27K +4 +0.3%
WAM
1915
Walker Asset Management
Missouri
$499K +$1.27K +4 +0.3%
AAIM
1916
Asset Advisors Investment Management
Georgia
$498K
BI
1917
Bramshill Investments
Florida
$498K
HP
1918
Holowesko Partners
Bahamas
$498K
WA1
1919
Wimmer Associates 1
California
$498K
SWR
1920
Spahn Wealth & Retirement
Arizona
$498K +$224K +705 +89%
PAS
1921
Professional Advisory Services
Florida
$498K
CT
1922
Clearstead Trust
Maine
$498K -$3.5K -11 -0.7%
WAG
1923
Winthrop Advisory Group
Massachusetts
$497K -$8.59K -27 -2%
PG
1924
Patten Group
Tennessee
$495K
PCM
1925
Princeton Capital Management
New Jersey
$495K +$150K +473 +47%

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.