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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
HKAM
2451
Horizon Kinetics Asset Management
New York
$218K
SPP
2452
Single Point Partners
Massachusetts
$217K -$8.91K -28 -4%
EIA
2453
Eldridge Investment Advisors
New Hampshire
$217K
BAS
2454
Breakthru Advisory Services
Wisconsin
$217K +$207K +652 New
FFO
2455
Fortitude Family Office
Arizona
$216K
TCM
2456
Traynor Capital Management
Pennsylvania
$216K -$88.1K -277 -30%
FSCM
2457
Front Street Capital Management
Montana
$216K
PWM
2458
PMG Wealth Management
Illinois
$216K
CA
2459
Carson Advisory
Georgia
$216K
SIA
2460
Stegner Investment Associates
Kentucky
$216K
KWA
2461
Kondo Wealth Advisors
California
$216K +$2.86K +9 +1%
SAM
2462
Simplify Asset Management
Nevada
$216K +$207K +650 New
PW
2463
Potentia Wealth
California
$216K +$318 +1 +0.2%
SQA
2464
Simon Quick Advisors
New Jersey
$216K +$206K +649 New
CPC
2465
Congress Park Capital
New York
$215K
AIS
2466
AM Investment Strategies
Tennessee
$215K -$3.82K -12 -2%
FWM
2467
FMB Wealth Management
California
$215K
SHFP
2468
Second Half Financial Partners
Florida
$215K -$127K -400 -38%
LWM
2469
Lionshead Wealth Management
New York
$214K
DCM
2470
Donaldson Capital Management
Indiana
$214K -$5.41K -17 -3%
CCM
2471
Chickasaw Capital Management
Tennessee
$213K
WCM
2472
Warburton Capital Management
Oklahoma
$213K +$207K +651 New
LB
2473
Legacy Bridge
Iowa
$213K
TFIPS
2474
Towarzystwo Funduszy Inwestycyjnych PZU SA
$213K
1IA
2475
1620 Investment Advisors
Massachusetts
$212K +$318 +1 +0.2%

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.