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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
Betterment LLC
2426
Betterment LLC
New York
$228K +$8.27K +26 +4%
WHC
2427
Wulff, Hansen & Co
California
$228K +$218K +686 New
CGFA
2428
Colton Groome Financial Advisors
North Carolina
$228K +$15.6K +49 +8%
MCA
2429
Magnolia Capital Advisors
Mississippi
$227K +$4.45K +14 +2%
ST
2430
Somerset Trust
Pennsylvania
$226K
TWA
2431
Talisman Wealth Advisors
New Jersey
$226K +$10.2K +32 +5%
WIM
2432
Warwick Investment Management
Texas
$225K +$215K +676 New
OBGC
2433
O'Brien Greene & Co
Pennsylvania
$224K -$6.36K -20 -3%
AG
2434
AmeriFlex Group
Nevada
$224K +$133K +417 +162%
PFG
2435
Pinnacle Financial Group
Illinois
$224K +$4.13K +13 +2%
CRI
2436
Colonial River Investments
Virginia
$224K +$214K +673 New
PGA
2437
Portland Global Advisors
Maine
$223K
CCAL
2438
City Center Advisors LLC
Michigan
$223K +$7.95K +25 +4%
EC
2439
EdgeRock Capital
Colorado
$222K +$212K +667 New
FWP
2440
FAS Wealth Partners
Kansas
$221K +$1.59K +5 +0.8%
PFA
2441
Plotkin Financial Advisors
Maryland
$221K +$212K +666 New
KIG
2442
Kennedy Investment Group
New Jersey
$221K -$1.91K -6 -0.9%
CFS
2443
Commonwealth Financial Services
West Virginia
$220K +$211K +662 New
FCM
2444
Fogel Capital Management
Florida
$220K +$9.54K +30 +5%
RW
2445
RVW Wealth
California
$219K
WCMN
2446
Westchester Capital Management (Nebraska)
Nebraska
$219K
GHA
2447
GW Henssler & Associates
Georgia
$219K +$5.72K +18 +3%
SAW
2448
Signal Advisors Wealth
Michigan
$219K -$55.7K -175 -21%
SPWG
2449
Syntegra Private Wealth Group
Missouri
$219K +$210K +659 New
MFWP
2450
Mosaic Family Wealth Partners
Missouri
$218K +$636 +2 +0.3%

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.