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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
PCH
476
Polar Capital Holdings
United Kingdom
$13.2M -$10.7M -33,637 -46%
CSP
477
Cary Street Partners
Virginia
$13.2M +$5.12M +16,104 +68%
NI
478
NFC Investments
Tennessee
$13.2M -$980K -3,080 -7%
ACA
479
Aptus Capital Advisors
Alabama
$13.1M +$9.44M +29,681 +300%
MSU
480
Mizuho Securities USA
New York
$13.1M +$409K +1,285 +3%
FA
481
Financial Avengers
California
$13M -$420K -1,319 -3%
GC
482
Grimes & Company
Massachusetts
$13M -$425K -1,335 -3%
SVCP
483
Silicon Valley Capital Partners
California
$13M -$1.33M -4,175 -10%
MKA
484
M. Kulyk & Associates
Georgia
$13M -$954 -3 -0%
SAM
485
Stansberry Asset Management
Texas
$12.9M +$40.4K +127 +0.3%
Optiver Holding
486
Optiver Holding
Netherlands
$12.9M +$12.4M +38,935 New
DILIC
487
Dai-ichi Life Insurance Company
Japan
$12.9M +$3.27M +10,277 +36%
TGIA
488
Torrey Growth & Income Advisors
California
$12.8M +$12.3M +38,609 New
IIC
489
Ironwood Investment Counsel
Arizona
$12.8M -$120K -376 -1%
WSCM
490
Wellington Shields Capital Management
New York
$12.7M +$709K +2,228 +6%
RCM
491
Radnor Capital Management
Pennsylvania
$12.5M -$262K -825 -2%
Jacobs Levy Equity Management
492
Jacobs Levy Equity Management
New Jersey
$12.5M -$6.93M -21,802 -37%
KFC
493
Klingenstein Fields & Co
New York
$12.5M -$334K -1,050 -3%
MYAM
494
Meiji Yasuda Asset Management
Japan
$12.5M -$229K -719 -2%
MFG
495
Merit Financial Group
Georgia
$12.4M +$11.1K +35 +0.1%
NAS
496
NWF Advisory Services
California
$12.4M -$1.46M -4,579 -11%
UAM
497
Unison Asset Management
Florida
$12.3M
HCMT
498
Highland Capital Management (Tennessee)
Tennessee
$12.3M +$96.1K +302 +0.8%
BA
499
Bridgewater Associates
Connecticut
$12.3M +$11.8M +37,073 New
BCPWM
500
Bradley & Co Private Wealth Management
Florida
$12.3M -$35.6K -112 -0.3%

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.