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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
NCM
2326
Novare Capital Management
North Carolina
$265K -$28.3K -89 -10%
BRM
2327
Boston Research & Management
Massachusetts
$265K
EWM
2328
Elmwood Wealth Management
California
$264K +$38.2K +120 +18%
WMA
2329
Wealth Management Associates
New Jersey
$263K +$252K +792 New
FFA
2330
Fi3 Financial Advisors
Indiana
$263K -$8.91K -28 -3%
VW
2331
Vance Wealth
California
$263K +$13.7K +43 +6%
BWP
2332
BlueStem Wealth Partners
Minnesota
$263K +$10.5K +33 +4%
CIS
2333
Connors Investor Services
Pennsylvania
$262K -$9.54K -30 -4%
HFS
2334
Hoge Financial Services
Pennsylvania
$262K +$7.63K +24 +3%
FPW
2335
Fairvoy Private Wealth
Alabama
$261K -$59.2K -186 -19%
SSIM
2336
Sheets Smith Investment Management
Texas
$261K +$250K +786 New
PAM
2337
PVG Asset Management
Colorado
$261K
LFGO
2338
Legacy Financial Group (Oklahoma)
Oklahoma
$261K
HGWM
2339
Horst & Graben Wealth Management
Oregon
$261K +$4.77K +15 +2%
PSCM
2340
Per Stirling Capital Management
Texas
$260K +$1.27K +4 +0.5%
B
2341
Bellecapital
Switzerland
$260K
VC
2342
Vestor Capital
Illinois
$260K -$60.8M -191,242 -100%
GFA
2343
Gallagher Fiduciary Advisors
Illinois
$260K -$66.2K -208 -21%
MWA
2344
Medallion Wealth Advisors
Connecticut
$259K -$5.41K -17 -2%
SW
2345
SMART Wealth
Nebraska
$259K +$44.5K +140 +22%
LF
2346
Lantz Financial
Illinois
$259K +$1.27K +4 +0.5%
OAM
2347
Occidental Asset Management
California
$259K +$248K +780 New
FNC
2348
First National Corp
Massachusetts
$259K -$172K -541 -41%
CWA
2349
Consilium Wealth Advisory
Texas
$258K
WMN
2350
Wealth Management Nebraska
Nebraska
$258K +$2.54K +8 +1%

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.