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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
BWA
2126
Bestgate Wealth Advisors
Maryland
$360K
BCM
2127
BTC Capital Management
Iowa
$360K
BDF
2128
Black Diamond Financial
Maryland
$360K +$345K +1,084 New
TCBWMS
2129
Texas Capital Bank Wealth Management Services
Texas
$360K +$101K +316 +41%
GIA
2130
Guyasuta Investment Advisors
Pennsylvania
$359K
OIS
2131
OneAscent Investment Solutions
Alabama
$357K +$16.5K +52 +5%
FPB
2132
First PREMIER Bank
South Dakota
$357K
CFS
2133
CRA Financial Services
New Jersey
$357K +$10.5K +33 +3%
SPAS
2134
Spectrum Planning & Advisory Services
California
$357K -$39.1K -123 -10%
Wolverine Trading
2135
Wolverine Trading
Illinois
$356K +$331K +1,041 New
PCM
2136
Park Capital Management
Wisconsin
$356K +$8.91K +28 +3%
SFP
2137
Shepherd Financial Partners
Massachusetts
$355K +$4.77K +15 +1%
AWM
2138
Accel Wealth Management
Iowa
$355K -$234K -737 -41%
AA
2139
Acorns Advisers
California
$355K +$33.1K +104 +11%
AT
2140
Arlington Trust
Alabama
$355K
FFP
2141
FourThought Financial Partners
Florida
$354K -$52.2K -164 -13%
ACM
2142
Aster Capital Management
United Arab Emirates
$354K +$301K +946 +795%
OWA
2143
Octavia Wealth Advisors
Ohio
$353K +$41.4K +130 +14%
OC
2144
Opinicus Capital
Florida
$352K -$35.9K -113 -10%
EDRH
2145
Edmond de Rothschild Holding
Switzerland
$351K
BA
2146
Bristlecone Advisors
Washington
$349K
OFW
2147
Omnia Family Wealth
Florida
$349K -$636 -2 -0.2%
IAS
2148
Integrity Advisory Solutions
Texas
$348K +$333K +1,048 New
M1FG
2149
Mach-1 Financial Group
Arkansas
$348K +$333K +1,048 New
FMII
2150
Farmers & Merchants Investments Inc
Nebraska
$347K -$1.59K -5 -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.