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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
IWP
2351
Invenio Wealth Partners
Florida
$258K +$9.22K +29 +4%
DJYG
2352
David J. Yvars Group
Florida
$257K -$157K -495 -39%
SFM
2353
Signet Financial Management
New Jersey
$257K +$1.59K +5 +0.6%
BC
2354
Burney Company
Virginia
$257K -$251K -790 -51%
CM
2355
Capula Management
Cayman Islands
$257K +$246K +774 New
DFP
2356
Defined Financial Planning
California
$257K -$40.7K -128 -14%
FNB
2357
Farmers National Bank
Kentucky
$256K -$4.13K -13 -2%
LOPW
2358
Live Oak Private Wealth
North Carolina
$256K -$954 -3 -0.4%
SFP
2359
Sandbox Financial Partners
Maryland
$256K -$7.63K -24 -3%
FA
2360
Fiducient Advisors
Illinois
$255K +$40.1K +126 +20%
MWM
2361
Manske Wealth Management
Texas
$255K
WAS
2362
Wealth Advisory Solutions
Indiana
$255K
PRP
2363
Peak Retirement Planning
Ohio
$255K +$13.4K +42 +6%
RB
2364
Renasant Bank
Mississippi
$254K -$35K -110 -13%
ACP
2365
Argyle Capital Partners
California
$254K +$243K +765 New
DWM
2366
DecisionMap Wealth Management
Virginia
$254K +$2.54K +8 +1%
GSWM
2367
Greenup Street Wealth Management
Michigan
$252K +$241K +759 New
FVWA
2368
Foster Victor Wealth Advisors
South Carolina
$252K +$242K +762 New
AM
2369
Atwater Malick
Pennsylvania
$251K +$4.45K +14 +2%
PAM
2370
PCG Asset Management
New Jersey
$251K
SW
2371
SkyOak Wealth
Michigan
$251K
CWA
2372
Consilio Wealth Advisors
Washington
$251K +$4.77K +15 +2%
SGFG
2373
Silver Grove Financial Group
New York
$251K +$240K +755 New
COCM
2374
Charter Oak Capital Management
New Hampshire
$250K +$32.1K +101 +15%
WI
2375
Wedgewood Investors
Pennsylvania
$249K

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.