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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
QWM
2376
Quadcap Wealth Management
Texas
$249K -$53.8K -169 -18%
LIA
2377
LBMC Investment Advisors
Tennessee
$249K
MWA
2378
Motive Wealth Advisors
Michigan
$249K +$1.91K +6 +0.8%
SA
2379
Shilanski & Associates
Alaska
$248K
WH
2380
Willner & Heller
California
$248K +$5.41K +17 +2%
LA
2381
Latitude Advisors
Florida
$246K -$9.54K -30 -4%
NCTC
2382
New Covenant Trust Company
Indiana
$246K -$55.7K -175 -19%
FFC
2383
First Financial Corp
Indiana
$246K
FCCM
2384
First City Capital Management
Georgia
$246K
WAL
2385
W Advisors LLC
Tennessee
$245K
ACM
2386
Aspen Capital Management
Idaho
$245K +$234K +737 New
FFC
2387
Frederick Financial Consultants
Maryland
$243K +$8.27K +26 +4%
SPFA
2388
Summit Place Financial Advisors
New Jersey
$243K
MMM
2389
Mendel Money Management
Illinois
$243K
AWP
2390
Ascent Wealth Partners
New York
$241K
VAF
2391
Values Added Financial
District of Columbia
$241K +$17.5K +55 +8%
IAS
2392
IMA Advisory Services
Colorado
$240K +$24.2K +76 +12%
HIS
2393
Harvest Investment Services
Illinois
$240K +$230K +724 New
RPCA
2394
Running Point Capital Advisors
California
$240K -$2.86K -9 -1%
PEA
2395
Park Edge Advisors
Ohio
$240K -$790K -2,484 -77%
AWAG
2396
ARS Wealth Advisors Group
Florida
$239K
RFN
2397
Redwood Financial Network
Ohio
$239K +$11.8K +37 +5%
PHWM
2398
Pine Harbor Wealth Management
Maryland
$239K +$6.68K +21 +3%
SGC
2399
Slocum, Gordon & Co
Rhode Island
$238K
BC
2400
Brio Consultants
California
$238K +$26.1K +82 +13%

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.