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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
Charles Schwab
26
Charles Schwab
California
$1.27B -$17.4M -54,736 -1%
Legal & General Group
27
Legal & General Group
United Kingdom
$1.16B +$26.5M +83,189 +2%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$1.07B -$60.6M -190,606 -6%
Deutsche Bank
29
Deutsche Bank
Germany
$1.03B +$36M +113,250 +4%
Invesco
30
Invesco
Georgia
$1.02B -$296M -931,393 -23%
RCWMU
31
Rothschild & Co Wealth Management (UK)
United Kingdom
$961M +$24.4M +76,639 +3%
Barclays
32
Barclays
United Kingdom
$935M -$52.7M -165,774 -6%
Amundi
33
Amundi
France
$925M +$171M +537,205 +24%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$909M -$93M -292,251 -10%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$778M +$19.9M +62,474 +3%
Boston Partners
36
Boston Partners
Massachusetts
$723M +$29M +91,254 +4%
CWP
37
Capital Wealth Planning
Florida
$721M +$108M +337,991 +18%
TD Asset Management
38
TD Asset Management
Ontario, Canada
$677M -$16.5M -51,742 -2%
First Eagle Investment Management
39
First Eagle Investment Management
New York
$572M -$66.5M -209,011 -11%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$554M -$6.44M -20,238 -1%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$544M -$27.3M -85,884 -5%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$538M -$69.4M -218,283 -12%
Swiss National Bank
43
Swiss National Bank
Switzerland
$537M -$26.2M -82,300 -5%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$531M +$1.3M +4,080 +0.3%
Mitsubishi UFJ Asset Management
45
Mitsubishi UFJ Asset Management
Japan
$499M +$7.9M +24,829 +2%
LP
46
Longview Partners
Guernsey
$458M -$100M -314,768 -19%
First Trust Advisors
47
First Trust Advisors
Illinois
$439M +$21.3M +66,941 +5%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$436M +$67M +210,551 +19%
BGC
49
Beutel, Goodman & Co
Ontario, Canada
$408M -$63.8M -200,566 -14%
Barrow, Hanley, Mewhinney & Strauss
50
Barrow, Hanley, Mewhinney & Strauss
Texas
$400M -$3.15M -9,910 -0.8%

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.