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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
Principal Financial Group
76
Principal Financial Group
Iowa
$202M -$7.9M -24,830 -4%
Luther King Capital Management (LKCM)
77
Luther King Capital Management (LKCM)
Texas
$202M -$320K -1,005 -0.2%
TAM
78
Timucuan Asset Management
Florida
$195M -$70.4M -221,239 -27%
AllianceBernstein
79
AllianceBernstein
Tennessee
$192M -$23.2M -72,882 -11%
Corient Private Wealth
80
Corient Private Wealth
Florida
$183M -$81.6M -256,453 -32%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$179M -$6.78M -21,327 -4%
Macquarie Group
82
Macquarie Group
Australia
$179M -$5.93M -18,648 -3%
EIP
83
Epoch Investment Partners
New York
$178M -$47.6M -149,731 -22%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$174M -$6.43M -20,216 -4%
1832 Asset Management
85
1832 Asset Management
Ontario, Canada
$168M -$11.3M -35,570 -7%
Victory Capital Management
86
Victory Capital Management
Texas
$168M -$17.4M -54,645 -10%
GF
87
Gabelli Funds
New York
$166M -$7.12M -22,385 -4%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$165M -$13.1M -41,090 -8%
CF
89
Canoe Financial
Alberta, Canada
$164M -$57M -179,338 -27%
First Manhattan
90
First Manhattan
New York
$162M -$2.95M -9,274 -2%
Aviva
91
Aviva
United Kingdom
$162M +$13M +40,947 +9%
BNP Paribas Asset Management
92
BNP Paribas Asset Management
France
$162M -$22.6M -71,028 -13%
Franklin Resources
93
Franklin Resources
California
$162M +$372K +1,171 +0.2%
Squarepoint
94
Squarepoint
New York
$161M -$977K -3,070 -0.6%
MG
95
Markel Group
Virginia
$161M
KBC Group
96
KBC Group
Belgium
$156M +$115K +360 +0.1%
MIHAS
97
Maj Invest Holding A/S
Denmark
$155M -$16.6M -52,040 -10%
HighTower Advisors
98
HighTower Advisors
Illinois
$154M +$5.07M +15,934 +4%
TI
99
Tidal Investments
Wisconsin
$154M +$55.3M +173,755 +60%
Canada Pension Plan Investment Board
100
Canada Pension Plan Investment Board
Ontario, Canada
$154M -$36.6M -115,046 -20%

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.