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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
SGM
376
Skye Global Management
Florida
$21.8M
GGS
377
Galvin Gaustad & Stein
Arizona
$21.7M -$1.3M -4,079 -6%
HWM
378
HB Wealth Management
Georgia
$21.7M +$1.66M +5,222 +9%
NIM
379
NEOS Investment Management
Connecticut
$21.6M +$4.75M +14,934 +30%
EMPI
380
Elo Mutual Pension Insurance
Finland
$21.6M +$2.63M +8,267 +15%
OC
381
Oppenheimer & Co
New York
$21.5M -$450K -1,414 -2%
GAG
382
GM Advisory Group
New York
$21.4M +$636 +2 +0%
LA
383
LBP AM
France
$21.3M +$203K +639 +1%
MWM
384
Moran Wealth Management
Florida
$21.3M -$505K -1,589 -2%
AV
385
ASR Vermogensbeheer
Netherlands
$21.3M -$83.7K -263 -0.4%
EGA
386
Eagle Global Advisors
Texas
$21.1M -$267K -839 -1%
HPIA
387
Hamilton Point Investment Advisors
North Carolina
$20.9M +$13.7K +43 +0.1%
Allspring Global Investments
388
Allspring Global Investments
North Carolina
$20.9M +$1.07M +3,349 +6%
WAS
389
Wesleyan Assurance Society
United Kingdom
$20.7M
Mackenzie Financial
390
Mackenzie Financial
Ontario, Canada
$20.7M +$83.3K +262 +0.4%
EAM
391
Erste Asset Management
Austria
$20.7M -$5.93M -18,632 -23%
PGFC
392
Peapack-Gladstone Financial Corp
New Jersey
$20.6M -$671K -2,109 -3%
OAM
393
OP Asset Management
$20.6M +$349K +1,098 +2%
OPERF
394
Oregon Public Employees Retirement Fund
Oregon
$20.6M +$4.54M +14,287 +30%
BFG
395
Birch Financial Group
New Hampshire
$20.6M +$10.4M +32,637 +111%
Vontobel Holding
396
Vontobel Holding
Switzerland
$20.5M +$8.89M +27,963 +83%
P
397
&Partners
Tennessee
$20.4M +$6.12M +19,248 +45%
CWM
398
Calamos Wealth Management
Illinois
$20.4M +$1.89M +5,951 +11%
PCM
399
Penserra Capital Management
California
$20.2M -$413K -1,298 -2%
CI Investments Inc
400
CI Investments Inc
Ontario, Canada
$20.1M -$41.2M -129,564 -68%

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.