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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
PWM
401
Perigon Wealth Management
California
$19.9M +$462K +1,451 +2%
NCM
402
Narwhal Capital Management
Georgia
$19.7M -$24.5K -77 -0.1%
MOACM
403
Mutual of America Capital Management
New York
$19.5M -$1.47M -4,635 -7%
Grantham, Mayo, Van Otterloo & Co (GMO)
404
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$19.5M -$5.09M -15,991 -21%
WIM
405
Waverton Investment Management
United Kingdom
$19.4M -$227M -714,302 -92%
BCM
406
Brookstone Capital Management
Illinois
$19.2M +$1.1M +3,471 +6%
TIP
407
Torray Investment Partners
Maryland
$19.1M
LTI
408
Laffer Tengler Investments
Tennessee
$19.1M +$2.33M +7,318 +15%
GAM
409
Generali Asset Management
Italy
$19M -$310K -976 -2%
SAM
410
Silvercrest Asset Management
New York
$18.8M -$117K -367 -0.6%
ET
411
Equitable Trust
Tennessee
$18.7M +$15.6K +49 +0.1%
GIA
412
GHP Investment Advisors
Colorado
$18.5M -$37.5K -118 -0.2%
FGP
413
Foyston, Gordon, & Payne
Ontario, Canada
$18.4M +$270K +848 +2%
SFA
414
Sequoia Financial Advisors
Ohio
$18.4M +$55K +173 +0.3%
MIM
415
Morningstar Investment Management
Illinois
$18.4M +$17.6M +55,284 New
NLGIA
416
Nippon Life Global Investors Americas
New York
$18.3M +$1.98M +6,240 +13%
ACA
417
Anchor Capital Advisors
Massachusetts
$18.3M -$423K -1,329 -2%
TAM
418
Tocqueville Asset Management
New York
$18M -$20.7K -65 -0.1%
WIC
419
Willis Investment Counsel
Georgia
$17.9M -$150K -471 -0.9%
MGIA
420
Matthew Goff Investment Advisor
Texas
$17.9M -$33.4K -105 -0.2%
IMRF
421
Illinois Municipal Retirement Fund
Illinois
$17.8M +$1.74M +5,463 +11%
CAM
422
Carret Asset Management
New York
$17.6M +$10.5K +33 +0.1%
NRS
423
Neville Rodie & Shaw
New York
$17.2M +$3.11M +9,765 +23%
CWM
424
Chemistry Wealth Management
New York
$17.1M -$92.6K -291 -0.6%
CII
425
Capital International Inc
California
$16.9M +$3.58M +11,260 +28%

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.