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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
ARMT
2001
Amica Retiree Medical Trust
Rhode Island
$438K -$49.6K -156 -11%
CAL
2002
Capital Advisors Ltd
Ohio
$438K
CFO
2003
CVA Family Office
Colorado
$434K +$33.1K +104 +9%
GA
2004
GSG Advisors
New Jersey
$434K +$420K +1,321 New
MMHP
2005
Murphy Middleton Hinkle & Parker
Georgia
$434K
AFT
2006
Alpha Family Trust
California
$433K
MBTD
2007
Mechanics Bank - Trust Department
California
$433K -$28.3K -89 -6%
KFA
2008
Kapstone Financial Advisors
Ohio
$433K
IIA
2009
IPG Investment Advisors
California
$433K -$15.9K -50 -4%
GAMC
2010
Garner Asset Management Corp
Texas
$432K -$16.2K -51 -4%
ISWM
2011
Independent Solutions Wealth Management
New York
$432K
FA
2012
Fagan Associates
New York
$432K
ACI
2013
Alpha Cubed Investments
California
$429K +$88.4K +278 +27%
VWM
2014
Vigilare Wealth Management
Arizona
$429K
KLCM
2015
KG&L Capital Management
Louisiana
$429K -$57.9K -182 -12%
BI
2016
Ballast Inc
Kentucky
$428K
PG
2017
Prostatis Group
Maryland
$427K -$13K -41 -3%
PL
2018
Perpetual Ltd
Australia
$426K +$104K +328 +34%
SAA
2019
Southeast Asset Advisors
Georgia
$426K -$4.45K -14 -1%
WDC
2020
Woodward Diversified Capital
California
$425K -$2.86K -9 -0.7%
MHR
2021
Matthew Hamilton Rosenberg
$425K +$3.18K +10 +0.8%
SH
2022
SLT Holdings
Arizona
$425K +$86.2K +271 +27%
4WM
2023
4J Wealth Management
Virginia
$425K
BP
2024
BBR Partners
New York
$424K +$6.68K +21 +2%
NFG
2025
Nadler Financial Group
Illinois
$424K +$31.8K +100 +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.