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
RA
2051
Ruggaard & Associates
Ohio
$409K
CS
2052
Capital Square
Tennessee
$408K +$954 +3 +0.2%
1WM
2053
1900 Wealth Management
Texas
$407K
RPWA
2054
Regent Peak Wealth Advisors
Georgia
$407K +$390K +1,226 New
BPCE
2055
Bank Pictet & Cie (Europe)
Germany
$407K -$229K -720 -37%
BFG
2056
Bouchey Financial Group
New York
$407K
FCM
2057
Firestone Capital Management
Florida
$407K
RSVP
2058
Ramsay Stattman Vela & Price
Colorado
$407K
HPM
2059
Hoxton Planning & Management
West Virginia
$406K -$10.5K -33 -3%
CSB
2060
City State Bank
Iowa
$406K
AIM
2061
Advyzon Investment Management
Illinois
$406K +$31.2K +98 +9%
PGAM
2062
Princeton Global Asset Management
New Jersey
$405K +$31.8K +100 +9%
WQ
2063
Wealth Quarterback
New Jersey
$404K +$5.09K +16 +1%
MHC
2064
May Hill Capital
Massachusetts
$404K +$12.4K +39 +3%
HWA
2065
HHM Wealth Advisors
Tennessee
$404K +$1.91K +6 +0.5%
MF
2066
Manchester Financial
California
$401K -$15.9K -50 -4%
SMWM
2067
Silvia McColl Wealth Management
California
$401K
VFA
2068
Voya Financial Advisors
Connecticut
$401K -$4.13K -13 -1%
OFG
2069
Omega Financial Group
California
$399K
LSWP
2070
Liberty Square Wealth Partners
Pennsylvania
$396K
VCM
2071
Vivaldi Capital Management
Illinois
$396K +$8.59K +27 +2%
AWA
2072
AGH Wealth Advisors
Kansas
$395K +$6.36K +20 +2%
YDMI
2073
Y.D. More Investments
Israel
$394K -$63.9K -201 -14%
CAAS
2074
Capital Asset Advisory Services
Michigan
$394K -$1.59K -5 -0.4%
VC
2075
Vicus Capital
Pennsylvania
$393K -$1.91K -6 -0.5%

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.