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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
LWM
2401
LeConte Wealth Management
Tennessee
$238K +$228K +716 New
SWIM
2402
Smallwood Wealth Investment Management
New Jersey
$237K -$954 -3 -0.4%
FC
2403
Fusion Capital
South Carolina
$237K +$318 +1 +0.2%
TF
2404
Trek Financial
Arizona
$236K +$4.45K +14 +2%
HF
2405
Holcombe Financial
Georgia
$236K
T
2406
Tidemark
California
$236K +$1.27K +4 +0.6%
SPF
2407
South Plains Financial
Texas
$235K -$6.36K -20 -3%
RIS
2408
Retirement Income Solutions
Michigan
$234K -$13.7K -43 -6%
SL
2409
Salomon & Ludwin
Virginia
$234K +$69.3K +218 +44%
SI
2410
Seeds Investor
New York
$234K +$7.63K +24 +4%
AFA
2411
American Financial Advisors
Georgia
$234K +$318 +1 +0.1%
MAG
2412
M3 Advisory Group
Massachusetts
$234K +$636 +2 +0.3%
BMCM
2413
Burns Matteson Capital Management
New York
$233K
CCWM
2414
Correct Capital Wealth Management
Missouri
$233K
PCM
2415
Pointe Capital Management
Michigan
$232K
PVAMC
2416
PPS&V Asset Management Consultants
Michigan
$232K +$318 +1 +0.1%
AW
2417
Avion Wealth
Texas
$231K +$1.59K +5 +0.7%
GCA
2418
Gradient Capital Advisors
California
$231K +$2.23K +7 +1%
HA
2419
Hofer & Associates
California
$230K -$90K -283 -29%
VBA
2420
von Borstel & Associates
Oregon
$230K +$199K +626 New
SFS
2421
Stiles Financial Services
Minnesota
$230K -$5.72K -18 -3%
JFGIW
2422
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$229K +$103K +324 +89%
FMTCOCP
2423
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$229K
LJHT
2424
Laurie J. Hall Trustee
$229K -$12.7K -40 -5%
BWL
2425
Bogart Wealth LLC
Virginia
$228K +$4.13K +13 +2%

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.