AXP icon

American Express

2,702 hedge funds and large institutions have $193B invested in American Express in 2025 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 999 increasing their positions, 1,021 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2% less repeat investments, than reductions

Existing positions increased: 999 | Existing positions reduced: 1,021

1.32% less ownership

Funds ownership: 84.84%83.53% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 10894 (-14)

Holders
2,702
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
94
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.18B
Puts
$2.6B
Net Calls
Net Calls Change

Top Buyers

1 +$1.04B
2 +$398M
3 +$279M
4
Amundi
Amundi
France
+$178M
5
CWP
Capital Wealth Planning
Florida
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
251
Commerce Bank
Missouri
$42.7M
WJWM
252
Williams Jones Wealth Management
New York
$42.1M
MCM
253
Mill Capital Management
North Carolina
$41.7M
CSIC
254
Clifford Swan Investment Counsel
California
$41.1M
CCM
255
Chilton Capital Management
Texas
$41M
UCFA
256
United Capital Financial Advisors
Texas
$41M
N
257
Natixis
France
$40.6M
SBWIC
258
Schaper Benz & Wise Investment Counsel
Wisconsin
$40.1M
SG Americas Securities
259
SG Americas Securities
New York
$39.9M
HNB
260
Huntington National Bank
Ohio
$39.5M
Fidelity International
261
Fidelity International
Bermuda
$39.2M
Fiera Capital (Canada)
262
Fiera Capital (Canada)
Quebec, Canada
$39M
PAM
263
Panagora Asset Management
Massachusetts
$38.8M
FDCP
264
Foster Dykema Cabot & Partners
Massachusetts
$38.7M
UM
265
UniSuper Management
Australia
$38.3M
GIP
266
Greatmark Investment Partners
Georgia
$38.1M
Cambridge Investment Research Advisors
267
Cambridge Investment Research Advisors
Iowa
$38M
Lord, Abbett & Co
268
Lord, Abbett & Co
New Jersey
$37.8M
VMPIC
269
Varma Mutual Pension Insurance Co
Finland
$37.7M
LCAM
270
London & Capital Asset Management
United Kingdom
$37.7M
DnB Asset Management
271
DnB Asset Management
Norway
$37.4M
Skandinaviska Enskilda Banken (SEB)
272
Skandinaviska Enskilda Banken (SEB)
Sweden
$37.4M
MCM
273
Maple Capital Management
Vermont
$37.1M
AB
274
Amalgamated Bank
New York
$37M
Mirae Asset Global Investments
275
Mirae Asset Global Investments
South Korea
$36.8M