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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
HI
2251
Humankind Investments
New York
$299K +$8.59K +27 +3%
S
2252
Sunpointe
Missouri
$298K -$26.1K -82 -8%
JC
2253
JB Capital
Connecticut
$297K -$318 -1 -0.1%
JWM
2254
JGP Wealth Management
Oregon
$296K -$318 -1 -0.1%
CB
2255
Chris Bulman
California
$295K +$21.3K +67 +8%
EIG
2256
Ellenbecker Investment Group
Wisconsin
$294K +$318 +1 +0.1%
SSA
2257
South Street Advisors
New York
$294K +$281K +884 New
SG
2258
Strid Group
Pennsylvania
$294K +$281K +884 New
GAB
2259
German American Bancorp
Indiana
$293K
GWM
2260
Gibbs Wealth Management
Georgia
$292K -$42.6K -134 -13%
NEWAS
2261
N.E.W. Advisory Services
Wisconsin
$292K
MSWM
2262
Mowery & Schoenfeld Wealth Management
Illinois
$291K +$251K +789 +897%
GWM
2263
GSB Wealth Management
Connecticut
$291K -$8.27K -26 -3%
GHA
2264
Granite Harbor Advisors
Texas
$290K +$8.27K +26 +3%
CWAG
2265
Compton Wealth Advisory Group
Virginia
$290K +$25.4K +80 +10%
LK
2266
Lumbard & Kellner
New Hampshire
$289K
PWM
2267
Palacios Wealth Management
Florida
$289K
FHC
2268
First Heartland Consultants
Missouri
$289K +$3.18K +10 +1%
EBA
2269
Eagle Bay Advisors
New York
$288K -$31.2K -98 -10%
RW
2270
Rede Wealth
Virginia
$288K +$276K +869 New
DC
2271
DeDora Capital
California
$288K
PMFA
2272
Plante Moran Financial Advisors
Michigan
$288K +$8.27K +26 +3%
AIP
2273
Almanack Investment Partners
Pennsylvania
$287K -$13.7K -43 -5%
OBWG
2274
Onyx Bridge Wealth Group
New York
$287K +$56.9K +179 +26%
TFM
2275
TFC Financial Management
Massachusetts
$287K +$5.09K +16 +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.