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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
HFS
1976
Howard Financial Services
Texas
$454K +$4.13K +13 +1%
BEW
1977
Burton Enright Welch
California
$453K +$9.54K +30 +2%
CAG
1978
Centerpoint Advisory Group
Kansas
$453K
FFBTD
1979
First Financial Bank - Trust Division
Ohio
$452K -$3.18K -10 -0.7%
KA
1980
KLCM Advisors
Wisconsin
$451K
CTA
1981
Colonial Trust Advisors
South Carolina
$450K
KWM
1982
Keebeck Wealth Management
Illinois
$450K +$16.5K +52 +4%
LPT
1983
Legacy Private Trust
Wisconsin
$450K -$3.18K -10 -0.7%
NAMP
1984
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$448K
SAM
1985
Summit Asset Management
Tennessee
$448K
OWM
1986
OneAscent Wealth Management
Alabama
$447K -$3.18K -10 -0.7%
SCM
1987
Schnieders Capital Management
California
$446K
AGA
1988
Arkos Global Advisors
Texas
$446K +$164K +515 +62%
PMSA
1989
Patrick M. Sweeney & Associates
Illinois
$445K +$31.2K +98 +8%
LIWM
1990
Long Island Wealth Management
New York
$445K
TCOTS
1991
Trust Company of the South
North Carolina
$444K
FFIC
1992
First Fiduciary Investment Counsel
Ohio
$443K
SG
1993
Sienna Gestion
France
$442K -$17.1M -53,805 -97%
SFG
1994
Shum Financial Group
California
$442K +$423K +1,331 New
BW
1995
BIP Wealth
Georgia
$441K +$101K +318 +31%
WP
1996
WealthShield Partners
North Carolina
$441K +$2.54K +8 +0.6%
SN
1997
Sittner & Nelson
Oregon
$441K +$636 +2 +0.2%
A
1998
AlphaQuest
New York
$440K +$421K +1,324 New
SHJ
1999
Sharkey, Howes & Javer
Colorado
$439K
AWP
2000
Accretive Wealth Partners
New Jersey
$438K +$3.18K +10 +0.8%

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.