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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
RCW
501
Rheos Capital Works
Japan
$12.2M
WTC
502
WhitTier Trust Company
Nevada
$12.2M -$14.6K -46 -0.1%
ASN
503
Advisory Services Network
Georgia
$12M -$264K -831 -2%
CA
504
Cornerstone Advisors
North Carolina
$12M
Nomura Holdings
505
Nomura Holdings
Japan
$11.8M -$7.91M -24,859 -41%
DADC
506
D.A. Davidson & Co
Montana
$11.8M +$23.9K +75 +0.2%
JFG
507
Jefferies Financial Group
New York
$11.7M +$7.97M +25,065 +244%
SCA
508
Stokes Capital Advisors
South Carolina
$11.7M -$3.18K -10 -0%
JC
509
Jacobs & Co
California
$11.6M -$187K -588 -2%
NFGCM
510
Norman Fields Gottscho Capital Management
New York
$11.6M -$65.2K -205 -0.6%
CWP
511
Cyndeo Wealth Partners
Florida
$11.6M +$3.11M +9,776 +39%
SF
512
Summit Financial
New Jersey
$11.6M +$510K +1,604 +5%
KRS
513
Kentucky Retirement Systems
Kentucky
$11.5M -$328K -1,031 -3%
MHC
514
Meyer Handelman Company
New York
$11.4M
CI
515
CX Institutional
Indiana
$11.4M +$5.91M +18,589 +118%
MIM
516
Martin Investment Management
Florida
$11.4M -$84K -264 -0.8%
WCM
517
Westend Capital Management
California
$11.4M +$172K +542 +2%
PAG
518
Private Advisory Group
Washington
$11.3M +$759K +2,385 +8%
RB
519
Rodgers Brothers
Pennsylvania
$11.3M -$42K -132 -0.4%
B
520
Bensler
Washington
$11.2M +$257K +807 +2%
SAM
521
SP Asset Management
California
$11.2M +$20K +63 +0.2%
SFI
522
Susquehanna Fundamental Investments
Pennsylvania
$11.1M
LF
523
Longbow Finance
Switzerland
$11.1M +$1.59M +5,005 +18%
ELC
524
Edgar Lomax Company
Virginia
$11M -$3.12M -9,820 -23%
QCG
525
Quadrant Capital Group
Ohio
$11M +$26.4K +83 +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.