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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
AB
276
Amalgamated Bank
New York
$37M -$675K -2,123 -2%
Mirae Asset Global Investments
277
Mirae Asset Global Investments
South Korea
$36.8M +$3.32M +10,441 +10%
IHL
278
Investment House LLC
California
$36.8M +$77K +242 +0.2%
II
279
IFM Investors
Australia
$36.7M -$135K -423 -0.4%
AAM
280
Advisors Asset Management
Colorado
$36.3M -$1.58M -4,972 -4%
OSAM
281
O'Shaughnessy Asset Management
Connecticut
$36.1M +$3.09M +9,728 +10%
FMI
282
Factory Mutual Insurance
Massachusetts
$36M
MIF
283
Mediolanum International Funds
Ireland
$36M -$5.36M -16,864 -14%
ZIG
284
Zurich Insurance Group
Switzerland
$35.8M +$34.3M +107,920 New
Caisse de Depot et Placement du Quebec (CDPQ)
285
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$35.8M -$1.53M -4,810 -4%
CTB
286
Country Trust Bank
Illinois
$35.5M -$4.15M -13,045 -11%
DWM
287
Destination Wealth Management
California
$35.4M -$290K -913 -0.8%
NCM
288
Noesis Capital Mangement
Florida
$35.2M +$293K +922 +0.9%
CTA
289
Chesley Taft & Associates
Illinois
$34.9M -$111K -350 -0.3%
PA
290
Paralel Advisors
Colorado
$34.9M
Pathstone Holdings
291
Pathstone Holdings
New Jersey
$34.8M +$588K +1,850 +2%
SLAM
292
Swiss Life Asset Management
$34.7M -$2.02M -6,359 -6%
Lido Advisors
293
Lido Advisors
California
$34.5M +$10.2M +32,215 +45%
MAM
294
Martingale Asset Management
Massachusetts
$33.7M -$6.37M -20,040 -16%
BCWM
295
Bartlett & Co Wealth Management
Ohio
$33.6M -$137K -432 -0.4%
AT
296
AMF Tjänstepension
Sweden
$33.5M
QP
297
Quilter Plc
United Kingdom
$33.3M -$99.6K -313 -0.3%
HC
298
Henshaw Capital
Massachusetts
$32.8M
X
299
Xponance
Pennsylvania
$32.8M -$949K -2,982 -3%
MCM
300
MAI Capital Management
Ohio
$32.7M +$3.46M +10,869 +12%

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.