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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
2076
Hantz Financial Services
Michigan
$393K +$65.5K +206 +21%
APG
2077
Abacus Planning Group
South Carolina
$392K -$5.09K -16 -1%
MIC
2078
Means Investment Company
Maine
$392K -$4.45K -14 -1%
VCP
2079
Vista Capital Partners
Oregon
$392K +$375K +1,179 New
NWM
2080
Northwest Wealth Management
Iowa
$391K +$7.32K +23 +2%
EGA
2081
E&G Advisors
Texas
$391K +$8.59K +27 +2%
MIM
2082
Montgomery Investment Management
Maryland
$390K
BTWM
2083
Brass Tax Wealth Management
Ohio
$390K +$5.41K +17 +1%
HWA
2084
Heartwood Wealth Advisors
Virginia
$389K
IC
2085
Inscription Capital
Texas
$387K +$16.2K +51 +5%
JF
2086
Joule Financial
Kentucky
$387K +$371K +1,165 New
BCM
2087
Berbice Capital Management
New York
$387K
AWA
2088
Alta Wealth Advisors
Massachusetts
$386K -$31.8K -100 -8%
SIC
2089
Samalin Investment Counsel
New York
$386K -$12.7K -40 -3%
EWA
2090
Encompass Wealth Advisors
Oregon
$386K
GWM
2091
Gitterman Wealth Management
New Jersey
$386K
CA
2092
Claro Advisors
Massachusetts
$384K -$17.5K -55 -5%
KBG
2093
Kahn Brothers Group
New York
$382K +$366K +1,150 New
GWP
2094
Gateway Wealth Partners
Wisconsin
$382K +$21K +66 +6%
GAM
2095
Groupama Asset Management
France
$382K -$1.41M -4,444 -79%
WMP
2096
Wealth Management Partners
Arizona
$380K -$24.5K -77 -6%
CIAS
2097
CFS Investment Advisory Services
New Jersey
$379K +$70.3K +221 +26%
PIP
2098
Peachtree Investment Partners
Florida
$379K -$1.27K -4 -0.3%
KWA
2099
Kellett Wealth Advisors
Ohio
$378K +$13K +41 +4%
DOA
2100
D'Orazio & Associates
Virginia
$377K +$16.5K +52 +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.