We are live on ! Find out more
AXP icon

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
IEFM
526
IQ EQ Fund Management
Ireland
$11M -$2.4M -7,551 -19%
EH
527
Equitable Holdings
New York
$11M +$1.15M +3,617 +12%
NEI
528
Northwest & Ethical Investments
Ontario, Canada
$10.9M +$3.08M +9,680 +42%
PR
529
Payden & Rygel
California
$10.9M -$11M -34,700 -51%
LSWM
530
Lorne Steinberg Wealth Management
Canada
$10.8M -$85.9K -270 -0.8%
Carson Wealth (CWM LLC)
531
Carson Wealth (CWM LLC)
Nebraska
$10.7M +$484K +1,521 +5%
WAM
532
Winslow Asset Management
Ohio
$10.7M -$243K -763 -2%
MOS
533
MGO One Seven
Ohio
$10.6M +$14.9K +47 +0.1%
LP
534
LB Partners
Virginia
$10.6M
LIM
535
Letson Investment Management
Georgia
$10.6M +$52.2K +164 +0.5%
HIMCH
536
Hartford Investment Management Co (HIMCO)
Connecticut
$10.6M -$508K -1,596 -5%
SC
537
Scotia Capital
Ontario, Canada
$10.5M -$6.07M -19,074 -38%
Hudson Bay Capital Management
538
Hudson Bay Capital Management
Connecticut
$10.5M +$1.35M +4,229 +15%
NSEDCP
539
NJ State Employees Deferred Compensation Plan
New Jersey
$10.5M
GIC
540
Generali Investments CEE
Czech Republic
$10.5M -$151K -474 -1%
GG
541
Greenwood Gearhart
Arkansas
$10.5M +$8.41M +26,431 +519%
HTHT
542
Hemenway Trust Hemenway Trust
New Hampshire
$10.4M +$3.42M +10,749 +52%
HAG
543
HighPoint Advisor Group
Illinois
$10.4M +$176K +554 +2%
SWP
544
Stratos Wealth Partners
Ohio
$10.4M +$679K +2,134 +7%
KFP
545
KMG Fiduciary Partners
Ohio
$10.4M -$27K -85 -0.3%
PAI
546
Pittenger & Anderson Inc
Nebraska
$10.3M +$3.02M +9,500 +44%
DA
547
DCM Advisors
New York
$10.3M -$453K -1,423 -4%
DFCM
548
Dark Forest Capital Management
Puerto Rico
$10.2M +$4.49M +14,103 +84%
LT
549
Legacy Trust
Michigan
$10.2M +$596K +1,875 +7%
MMA
550
Miracle Mile Advisors
California
$10.2M +$135K +423 +1%

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.