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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
NQWM
2151
Northwest Quadrant Wealth Management
Oregon
$347K +$954 +3 +0.3%
LI
2152
Lafayette Investments
Maryland
$347K -$11.8K -37 -3%
HG
2153
Harbor Group
New Hampshire
$347K +$26.1K +82 +9%
FBT
2154
First Bankers Trust
Kentucky
$345K -$15.9K -50 -5%
BWP
2155
Burling Wealth Partners
Illinois
$345K -$63.6K -200 -16%
AA
2156
Alesco Advisors
New York
$345K +$9.86K +31 +3%
GWM
2157
Greenwich Wealth Management
Connecticut
$345K
CPA
2158
Capital Performance Advisors
California
$345K +$116K +366 +54%
CF
2159
Claris Financial
Virginia
$344K +$21.6K +68 +7%
AFM
2160
Aspetuck Financial Management
Connecticut
$342K -$20.7K -65 -6%
NI
2161
NDVR Inc
Massachusetts
$340K
PWM
2162
Peck Wealth Management
New York
$339K +$325K +1,022 New
SSC
2163
Syverson Strege & Co
Iowa
$339K -$33.4K -105 -9%
VC
2164
Veery Capital
Delaware
$339K -$7.63K -24 -2%
BWM
2165
Buckley Wealth Management
Nevada
$338K +$1.27K +4 +0.4%
MAWCM
2166
Mine & Arao Wealth Creation & Management
California
$336K +$954 +3 +0.3%
GGI
2167
Godsey & Gibb Inc
Virginia
$334K -$15.6K -49 -5%
TL
2168
Tradewinds LLC
North Carolina
$334K +$320K +1,007 New
AFW
2169
Avantra Family Wealth
Pennsylvania
$334K
MR
2170
Munich Reinsurance
$334K +$320K +1,006 New
FNT
2171
First Nebraska Trust
Nebraska
$334K
OWM
2172
Orca Wealth Management
Florida
$334K +$34.4K +108 +12%
CAM
2173
Close Asset Management
United Kingdom
$333K
TPA
2174
Trivium Point Advisory
Connecticut
$333K -$36.6K -115 -10%
CAC
2175
Certified Advisory Corp
Florida
$333K -$636 -2 -0.2%

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.