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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
National Pension Service
51
National Pension Service
South Korea
$384M +$11.1M +35,016 +3%
PTC
52
Provident Trust Company
Wisconsin
$374M +$5.51M +17,336 +2%
Lazard Asset Management
53
Lazard Asset Management
New York
$372M -$5.58M -17,542 -2%
American Century Companies
54
American Century Companies
Missouri
$369M +$29.7M +93,505 +9%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$346M -$3.59M -11,296 -1%
Raymond James Financial
56
Raymond James Financial
Florida
$345M -$2.48M -7,811 -0.7%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$345M -$7.39M -23,236 -2%
Citigroup
58
Citigroup
New York
$345M -$40.5M -127,426 -11%
Public Employees Retirement Association of Colorado
59
Public Employees Retirement Association of Colorado
Colorado
$339M -$3.21M -10,088 -1%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$332M +$10.5M +33,022 +3%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$330M +$14.5M +45,524 +5%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$288M +$663K +2,084 +0.2%
Pictet Asset Management
63
Pictet Asset Management
Switzerland
$284M -$24.7M -77,615 -8%
LPL Financial
64
LPL Financial
California
$278M +$21M +66,145 +9%
SCM
65
Smead Capital Management
Arizona
$273M -$20M -62,880 -7%
SGA
66
Sustainable Growth Advisers
Connecticut
$269M -$2.05M -6,432 -0.8%
AIM
67
Alphinity Investment Management
Australia
$262M -$340M -1,069,694 -58%
Universal-Beteiligungs- und Servicegesellschaft
68
Universal-Beteiligungs- und Servicegesellschaft
Germany
$239M +$1.73M +5,452 +0.8%
Stifel Financial
69
Stifel Financial
Missouri
$236M +$4.9M +15,419 +2%
Aberdeen Group
70
Aberdeen Group
United Kingdom
$236M -$12.9M -40,558 -5%
William Blair & Company
71
William Blair & Company
Illinois
$234M +$7.93M +24,920 +4%
Natixis Advisors
72
Natixis Advisors
Massachusetts
$227M +$2.92M +9,190 +1%
AIM
73
AXA Investment Managers
France
$223M +$213M +670,140 New
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$218M -$6.98M -21,938 -3%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$208M -$13.2M -41,500 -6%

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.