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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
MSF
2276
Mustard Seed Financial
Arkansas
$287K
FC
2277
Financial Consulate
Maryland
$286K +$274K +862 New
LAM
2278
Longboard Asset Management
Arizona
$285K +$273K +858 New
BCA
2279
Bay Colony Advisors
Massachusetts
$284K +$14.3K +45 +6%
FC
2280
Financial Council
Maryland
$284K +$5.41K +17 +2%
MIC
2281
Meridian Investment Counsel
California
$284K -$15.6K -49 -5%
CPWA
2282
Cerro Pacific Wealth Advisors
California
$284K -$7.95K -25 -3%
WA
2283
Wealthstream Advisors
New York
$283K +$10.5K +33 +4%
RWA
2284
Rooted Wealth Advisors
Illinois
$282K +$55.7K +175 +26%
ABLA
2285
Alan B. Lancz & Associates
Ohio
$282K
GB
2286
Goepper Burkhardt
South Carolina
$282K
ASG
2287
Ariston Services Group
California
$282K
USWIA
2288
UP Strategic Wealth Investment Advisors
Pennsylvania
$281K
BWS
2289
Broadway Wealth Solutions
Texas
$281K -$954 -3 -0.4%
AW
2290
Apricus Wealth
South Carolina
$281K
TCWM
2291
Total Clarity Wealth Management
Illinois
$281K -$10.2K -32 -4%
HCM
2292
Hengehold Capital Management
Ohio
$280K +$6.68K +21 +3%
ACG
2293
Allen Capital Group
Nebraska
$277K +$7.32K +23 +3%
AWP
2294
Abacus Wealth Partners
California
$276K +$34K +107 +15%
RWM
2295
RKL Wealth Management
Pennsylvania
$276K +$22.3K +70 +9%
CWA
2296
Canvas Wealth Advisors
Kansas
$275K -$4.77K -15 -2%
PC
2297
Port Capital
Illinois
$275K -$7.63K -24 -3%
WAM
2298
Weatherly Asset Management
California
$275K -$50.3K -158 -16%
PCM
2299
Parsons Capital Management
Rhode Island
$274K +$31.8K +100 +14%
BWM
2300
Baron Wealth Management
Michigan
$273K +$15.6K +49 +6%

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.