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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
FSA
676
Fort Sheridan Advisors
Illinois
$6.8M +$12.1K +38 +0.2%
NC
677
NewSquare Capital
Pennsylvania
$6.79M +$162K +509 +3%
JG
678
Jain Global
New York
$6.76M +$6.47M +20,337 New
AC
679
Allstate Corporation
Illinois
$6.74M +$6.1M +19,169 +1,687%
GPTE
680
Generali Powszechne Towarzystwo Emerytalne
Poland
$6.68M
ALMGDA
681
AG2R La Mondiale Gestion d'Actifs
France
$6.67M
MA
682
Montag & Associates
Georgia
$6.58M -$48.7K -153 -0.8%
KSWA
683
Kathleen S. Wright Associates
Pennsylvania
$6.58M -$109K -344 -2%
HLCM
684
Hi-Line Capital Management
South Dakota
$6.57M +$174K +548 +3%
CPCPP
685
Canada Post Corporation Pension Plan
Canada
$6.54M +$2.77M +8,721 +84%
SCP
686
Seizert Capital Partners
Michigan
$6.51M -$1.16M -3,652 -16%
JA
687
JLB & Associates
Michigan
$6.47M +$130K +409 +2%
CC
688
Courier Capital
New York
$6.46M -$100K -315 -2%
GIA
689
Gladstone Institutional Advisory
Florida
$6.45M +$1.78M +5,582 +40%
TMAM
690
Tokio Marine Asset Management
Japan
$6.45M +$324K +1,020 +6%
BL
691
BFSG LLC
California
$6.42M +$121K +380 +2%
MWM
692
Modera Wealth Management
New Jersey
$6.4M -$131K -413 -2%
IWA
693
IBEX Wealth Advisors
New Jersey
$6.4M +$384K +1,206 +7%
FMTC
694
Farmers & Merchants Trust Company
California
$6.39M -$3.26M -10,261 -35%
CCT
695
Chemung Canal Trust
New York
$6.39M -$87.5K -275 -1%
BBL
696
Beck Bode LLC
Massachusetts
$6.37M +$9.22K +29 +0.2%
LC
697
Lincoln Capital
Nebraska
$6.32M -$14.9K -47 -0.2%
WG
698
Welch Group
Alabama
$6.27M +$10.5K +33 +0.2%
MCB
699
Morton Community Bank
Illinois
$6.25M -$86.8K -273 -2%
TA
700
TKG Advisors
Indiana
$6.24M -$134K -422 -2%

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.