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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
GPI
2226
General Partner Inc
Pennsylvania
$311K
SPWM
2227
Spartan Planning & Wealth Management
North Carolina
$310K -$87.2K -274 -23%
AW
2228
Atlas Wealth
Ohio
$310K
RCG
2229
Ruane, Cunniff & Goldfarb
New York
$310K
AHC
2230
Adell Harriman & Carpenter
Texas
$309K +$14K +44 +5%
EBSAM
2231
Eubel Brady & Suttman Asset Management
Ohio
$309K +$295K +929 New
MFGM
2232
Marshall Financial Group (Maryland)
Maryland
$308K +$11.5K +36 +4%
WWM
2233
WT Wealth Management
Arizona
$307K
SSWM
2234
Sheets Smith Wealth Management
North Carolina
$306K +$15.9K +50 +6%
KWM
2235
Kingsman Wealth Management
Florida
$306K -$954 -3 -0.3%
ACA
2236
Ackerman Capital Advisors
Texas
$306K
SC
2237
Stephenson & Company
California
$305K
GSWA
2238
Good Steward Wealth Advisors
Tennessee
$304K +$55K +173 +23%
NFP
2239
Narus Financial Partners
Utah
$304K -$1.59K -5 -0.5%
AAB
2240
ABN AMRO Bank
Netherlands
$303K +$289K +910 New
WIM
2241
Westside Investment Management
California
$302K +$31.8K +100 +12%
MPM
2242
Meritage Portfolio Management
Kansas
$302K
EIA
2243
Edgemoor Investment Advisors
Maryland
$301K -$9.86K -31 -3%
NWMG
2244
National Wealth Management Group
Ohio
$301K +$288K +906 New
CB
2245
CNB Bank
Pennsylvania
$301K +$147K +462 +104%
CAM
2246
Costello Asset Management
Pennsylvania
$301K +$318 +1 +0.1%
GH
2247
GAM Holding
Switzerland
$300K +$287K +902 New
WFAG
2248
Worth Financial Advisory Group
North Carolina
$299K +$17.5K +55 +6%
IBOK
2249
Independence Bank of Kentucky
Kentucky
$299K -$7.95K -25 -3%
TF
2250
Talbot Financial
Washington
$299K

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.