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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
PIN
2026
Prudent Investors Network
California
$424K +$406K +1,277 New
CIAS
2027
Capital Investment Advisory Services
North Carolina
$424K -$8.59K -27 -2%
OFO
2028
OneAscent Family Office
Alabama
$424K -$35.3K -111 -8%
OPA
2029
Old Port Advisors
Maine
$424K +$12.1K +38 +3%
AAS
2030
Annex Advisory Services
Wisconsin
$423K -$2.23K -7 -0.5%
SWA
2031
SFMG Wealth Advisors
Texas
$422K +$10.8K +34 +3%
EPP
2032
ETF Portfolio Partners
Kansas
$422K
ECA
2033
Elevated Capital Advisors
Utah
$421K +$14.6K +46 +4%
MCM
2034
Mainstream Capital Management
California
$421K -$318 -1 -0.1%
BWM
2035
Birchcreek Wealth Management
Ohio
$420K -$7.32K -23 -2%
FGWP
2036
Founders Grove Wealth Partners
Virginia
$419K +$58.5K +184 +17%
VBFG
2037
Vishria Bird Financial Group
Tennessee
$418K +$9.86K +31 +3%
SCM
2038
Sterneck Capital Management
Missouri
$418K
BOPW
2039
Brandywine Oak Private Wealth
Pennsylvania
$418K -$6.68K -21 -2%
CMP
2040
Coston McIsaac & Partners
Maine
$417K +$285K +897 +250%
LW
2041
Libra Wealth
California
$417K
AMG
2042
Advisors Management Group
Wisconsin
$416K -$5.41K -17 -1%
KB
2043
Kimelman & Baird
New York
$415K
HFM
2044
Harvest Fund Management
China
$415K -$33.1K -104 -8%
TLA
2045
Tanglewood Legacy Advisors
Texas
$414K
GFPC
2046
Global Financial Private Client
Florida
$414K +$20.4K +64 +5%
MAG
2047
Mayfair Advisory Group
Alabama
$412K
BSAM
2048
Blue Square Asset Management
New York
$412K
CAM
2049
Claret Asset Management
Quebec, Canada
$410K -$4.77K -15 -1%
KFI
2050
Key Financial Inc
Pennsylvania
$410K +$7.95K +25 +2%

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.