We are live on ! Find out more
AXP icon

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
AA
1926
Aire Advisors
California
$492K
WCM
1927
Windsor Capital Management
Arizona
$490K -$17.5K -55 -4%
WC
1928
Waterloo Capital
Texas
$488K -$65.8K -207 -12%
AWA
1929
Amplius Wealth Advisors
Pennsylvania
$488K -$65.8K -207 -12%
FBFS
1930
First Business Financial Services
Wisconsin
$488K
VNA
1931
Valley National Advisers
Pennsylvania
$487K +$3.82K +12 +0.8%
CPC
1932
Consolidated Planning Corp
Georgia
$486K +$11.8K +37 +3%
RWP
1933
Revolve Wealth Partners
New Jersey
$486K -$9.86K -31 -2%
FB
1934
First Bancorp
Maine
$486K -$23.9K -75 -5%
SCA
1935
Sandy Cove Advisors
Massachusetts
$485K +$9.54K +30 +2%
CCM
1936
Crew Capital Management
Ohio
$485K
JJBC
1937
James J. Burns & Company
New York
$483K
VCM
1938
Versant Capital Management
Arizona
$482K +$15.3K +48 +3%
FAM
1939
Formidable Asset Management
Ohio
$481K +$101K +317 +27%
WA
1940
Wealthstar Advisors
Texas
$481K +$16.2K +51 +4%
PCP
1941
Proficio Capital Partners
Massachusetts
$480K -$703K -2,210 -60%
ECAM
1942
East Coast Asset Management
Massachusetts
$479K
FA
1943
Financial Advisors
Massachusetts
$478K
EWS
1944
Evergreen Wealth Solutions
Pennsylvania
$476K -$18.1K -57 -4%
6F
1945
626 Financial
Michigan
$475K -$26.7K -84 -6%
SDAM
1946
Shulman DeMeo Asset Management
New York
$474K +$318 +1 +0.1%
HWA
1947
Heritage Wealth Advisors
Virginia
$474K
DWM
1948
Drive Wealth Management
Utah
$474K -$6.68K -21 -1%
FWM
1949
Forza Wealth Management
Florida
$470K
MIM
1950
Merrion Investment Management
New Jersey
$470K

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.