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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
MWM
451
Modern Wealth Management
Kansas
$15.1M +$12.8M +40,264 +756%
Balyasny Asset Management
452
Balyasny Asset Management
Illinois
$15M +$14.4M +45,277 New
TFA
453
Teamwork Financial Advisors
Texas
$15M +$9.76M +30,698 +213%
SIG
454
Stonegate Investment Group
Alabama
$14.9M +$4.2M +13,215 +42%
ERIC
455
Eagle Rock Investment Company
Georgia
$14.8M -$358K -1,124 -2%
SCM
456
Shelton Capital Management
Colorado
$14.8M +$1.36M +4,283 +11%
HVIA
457
Hudson Valley Investment Advisors
New York
$14.7M -$455K -1,432 -3%
KPWS
458
Kestra Private Wealth Services
Texas
$14.3M +$525K +1,651 +4%
SWM
459
Stockman Wealth Management
Montana
$14.3M +$593K +1,864 +5%
BBHC
460
Brown Brothers Harriman & Co
New York
$14.3M +$512K +1,610 +4%
Ninety One (UK)
461
Ninety One (UK)
United Kingdom
$14.2M -$8.93M -28,067 -40%
LG
462
LaFleur & Godfrey
Michigan
$14.1M +$1.99M +6,248 +17%
UF
463
Univest Financial
Pennsylvania
$14.1M -$42.6K -134 -0.3%
DT
464
Diversified Trust
Tennessee
$14M -$211K -664 -2%
GAM
465
Griffin Asset Management
New York
$13.9M -$131K -413 -1%
SC
466
Searle & Co
Connecticut
$13.9M -$145K -455 -1%
VCAM
467
Van Cleef Asset Management
Ohio
$13.8M -$43.6K -137 -0.3%
SIM
468
Sprucegrove Investment Management
Ontario, Canada
$13.8M -$1.08M -3,400 -8%
KA
469
Kintegral Advisory
New York
$13.8M -$58.8K -185 -0.4%
SJL
470
Shayne & Jacobs LLC
Tennessee
$13.7M
WF
471
WoodTrust Financial
Wisconsin
$13.6M -$5.82M -18,283 -31%
NB
472
Norinchukin Bank
Japan
$13.4M -$590K -1,855 -4%
SIM
473
Stratos Investment Management
Ohio
$13.3M +$154K +483 +1%
SMI
474
Shelter Mutual Insurance
Missouri
$13.2M
AF
475
Avanza Fonder
Sweden
$13.2M +$1.01M +3,182 +9%

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.