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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
CBU
351
CIBC Bancorp USA
Illinois
$25.1M +$24M +75,520 New
MFIM
352
Mesirow Financial Investment Management
Illinois
$24.9M -$230K -723 -1%
SOADOR
353
State of Alaska Department of Revenue
Alaska
$24.8M -$1.16M -3,651 -5%
CIBC World Market
354
CIBC World Market
Ontario, Canada
$24.6M -$354K -1,113 -1%
QCM
355
QRG Capital Management
Illinois
$24.4M -$6.5M -20,435 -22%
HW
356
Hancock Whitney
Mississippi
$23.8M -$211K -662 -0.9%
WP
357
Woodline Partners
California
$23.8M +$3.78M +11,870 +20%
BPA
358
Beacon Pointe Advisors
California
$23.8M -$1.92M -6,029 -8%
CGH
359
Crossmark Global Holdings
Texas
$23.6M -$4.56M -14,323 -17%
MIM
360
Marco Investment Management
Georgia
$23.4M -$190K -597 -0.8%
NA
361
NewEdge Advisors
Louisiana
$23.4M -$575K -1,808 -3%
BSA
362
Braun Stacey Associates
New York
$23.4M -$174K -547 -0.8%
NAM
363
Nissay Asset Management
Japan
$23.3M +$297K +934 +1%
DC
364
Davenport & Co
Virginia
$23.2M +$57.6K +181 +0.3%
CFG
365
Citizens Financial Group
Rhode Island
$23M +$1.52M +4,789 +7%
PCIA
366
Prime Capital Investment Advisors
Kansas
$22.9M +$762K +2,395 +4%
PFS
367
Prospera Financial Services
Texas
$22.8M +$2.1M +6,589 +11%
BCI
368
Brinker Capital Investments
Pennsylvania
$22.8M +$375K +1,179 +2%
PL
369
Parthenon LLC
Kentucky
$22.7M -$349K -1,097 -2%
GWM
370
GDS Wealth Management
Texas
$22.6M +$469K +1,474 +2%
YCM
371
Yousif Capital Management
Michigan
$22.6M -$1.63M -5,131 -7%
CCA
372
Cobblestone Capital Advisors
New York
$22.5M -$101K -316 -0.5%
WT
373
Whittier Trust
California
$22.4M -$145K -457 -0.7%
KAS
374
Kestra Advisory Services
Texas
$22M +$2.51M +7,894 +14%
TBC
375
Tweedy, Browne Co
Connecticut
$22M -$590K -1,856 -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.