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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
EWM
2201
EPG Wealth Management
Georgia
$323K +$636 +2 +0.2%
GPA
2202
Garrison Point Advisors
California
$322K +$309K +970 New
VIP
2203
Vista Investment Partners
Oklahoma
$322K -$14.3K -45 -4%
NRC
2204
New Republic Capital
North Carolina
$322K +$8.27K +26 +3%
MCM
2205
Monument Capital Management
Virginia
$322K -$3.18K -10 -1%
SIC
2206
Sterling Investment Counsel
New York
$321K +$308K +967 New
ODIJL
2207
One Day In July LLC
Vermont
$321K +$21.9K +69 +8%
VIM
2208
Vista Investment Management
Pennsylvania
$321K -$2.86K -9 -0.9%
WG
2209
Warner Group
Connecticut
$320K +$307K +964 New
FNWM
2210
Financial Network Wealth Management
Utah
$320K +$277K +872 New
HFS
2211
Hopwood Financial Services
Virginia
$320K -$3.18K -10 -1%
EFG
2212
Ethos Financial Group
Pennsylvania
$318K +$9.86K +31 +3%
FCA
2213
FLC Capital Advisors
California
$318K
JCM
2214
Jacobsen Capital Management
Utah
$317K +$954 +3 +0.3%
CWA
2215
CJM Wealth Advisers
Virginia
$317K
BWP
2216
Barlow Wealth Partners
Kentucky
$315K
FA
2217
FDx Advisors
Illinois
$315K +$27K +85 +11%
IAG
2218
Investment Advisory Group
Massachusetts
$315K
WCM
2219
Wedge Capital Management
North Carolina
$315K -$5.41K -17 -2%
BWFA
2220
Baltimore-Washington Financial Advisors
Maryland
$314K +$29.9K +94 +11%
IB
2221
Intrust Bank
Kansas
$313K
OCM
2222
Orion Capital Management
California
$312K
HA
2223
HC Advisors
Georgia
$312K +$636 +2 +0.2%
NMC
2224
Nine Masts Capital
Hong Kong
$312K -$428K -1,346 -59%
NSAM
2225
North Star Asset Management
Wisconsin
$311K

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.