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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
CG
2101
Clifford Group
Massachusetts
$377K
SEA
2102
Stegent Equity Advisors
Texas
$377K -$58.5K -184 -14%
OPPS
2103
Obsidian Personal Planning Solutions
Maryland
$377K
HI
2104
Hudock Inc
Pennsylvania
$376K
EFG
2105
Ehrlich Financial Group
California
$376K +$4.77K +15 +1%
PCWA
2106
Pacific Capital Wealth Advisors
California
$375K
UFA
2107
Uptown Financial Advisors
Texas
$374K
MC
2108
Middleton & Co
Massachusetts
$374K -$7.95K -25 -2%
CIP
2109
Convergence Investment Partners
Florida
$373K -$8.91K -28 -2%
KIG
2110
Kessler Investment Group
Indiana
$372K
TA
2111
TruWealth Advisors
Louisiana
$370K +$8.59K +27 +2%
UWP
2112
Uniting Wealth Partners
Kansas
$368K +$352K +1,108 New
SSWM
2113
Strait & Sound Wealth Management
California
$368K
CL
2114
COWA LLC
Oklahoma
$367K
HIIFS
2115
Harel Insurance Investments & Financial Services
Israel
$367K +$1.91K +6 +0.5%
PCA
2116
Providence Capital Advisors
North Carolina
$366K
SFGP
2117
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$366K +$10.5K +33 +3%
APW
2118
Acima Private Wealth
Virginia
$365K +$31.8K +100 +10%
WFA
2119
Wellspring Financial Advisors
Ohio
$364K
NAMNJ
2120
NorthStar Asset Management (New Jersey)
New Jersey
$363K +$636 +2 +0.2%
SWTS
2121
Stonehaven Wealth & Tax Solutions
Wisconsin
$363K -$6.68K -21 -2%
PWP
2122
Perfromance Wealth Partners
Illinois
$362K -$3.5K -11 -1%
SFG
2123
SevenBridge Financial Group
Pennsylvania
$362K -$10.5K -33 -3%
RAM
2124
Redmond Asset Management
Virginia
$361K -$39.8K -125 -10%
PCMC
2125
Paragon Capital Management (Colorado)
Colorado
$361K

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.