We are live on ! Find out more
AXP icon

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
DF
2301
DecisionPoint Financial
Arizona
$273K +$318 +1 +0.1%
DWM
2302
Daner Wealth Management
Georgia
$272K +$250K +786 New
TIP
2303
Tandem Investment Partners
New Jersey
$272K
DIM
2304
DLK Investment Management
California
$272K -$15.9K -50 -6%
WSWA
2305
Warren Street Wealth Advisors
California
$271K +$11.8K +37 +5%
BCM
2306
Becker Capital Management
Oregon
$271K
NBWM
2307
North Berkeley Wealth Management
California
$271K +$20.7K +65 +9%
WFMPM
2308
Woodley Farra Manion Portfolio Management
Indiana
$270K -$13.4K -42 -5%
RPCONE
2309
Retirement Planning Company of New England
Rhode Island
$270K +$636 +2 +0.2%
CWAF
2310
Core Wealth Advisors (Florida)
Florida
$270K
MCP
2311
Mirador Capital Partners
California
$269K
SC
2312
Summa Corp
Texas
$269K
KWMG
2313
King Wealth Management Group
Florida
$269K
AGWCA
2314
Annis Gardner Whiting Capital Advisors
Florida
$269K -$5.09K -16 -2%
BAWC
2315
Boyce & Associates Wealth Consulting
Texas
$268K +$256K +806 New
IF
2316
IRON Financial
Illinois
$268K +$4.45K +14 +2%
UWS
2317
Unique Wealth Strategies
Illinois
$268K +$256K +806 New
CFAM
2318
Center For Asset Management
Florida
$267K
NECFA
2319
New England Capital Financial Advisors
Connecticut
$267K -$4.45K -14 -2%
WAM
2320
Wallington Asset Management
Indiana
$267K -$6.04K -19 -2%
SCM
2321
Saxony Capital Management
Missouri
$267K +$318 +1 +0.1%
OSNBOA
2322
Old Second National Bank of Aurora
Illinois
$266K -$31.8K -100 -11%
BFIC
2323
Bedell Frazier Investment Counselling
California
$266K
EM
2324
ELCO Management
New York
$266K
KIA
2325
Knollwood Investment Advisory
Maryland
$266K

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.