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
Creative Planning
176
Creative Planning
Kansas
$72.5M +$8.91M +28,026 +15%
Fayez Sarofim & Co
177
Fayez Sarofim & Co
Texas
$71.3M -$199K -627 -0.3%
MSV
178
MN Services Vermogensbeheer
Netherlands
$70.9M +$1.15M +3,600 +2%
AZ
179
Aquamarine Zurich
Switzerland
$69.8M
Focus Partners Wealth
180
Focus Partners Wealth
Massachusetts
$69.5M +$4.35M +13,687 +7%
ProShare Advisors
181
ProShare Advisors
Maryland
$69.2M -$7.43M -23,362 -10%
Handelsbanken Fonder
182
Handelsbanken Fonder
Sweden
$68.6M -$706K -2,221 -1%
GIC
183
GFI Investment Counsel
Ontario, Canada
$68.4M +$75.1K +236 +0.1%
Calamos Advisors
184
Calamos Advisors
Illinois
$67.6M +$300K +942 +0.5%
SO
185
STRS Ohio
Ohio
$66.9M -$903K -2,840 -1%
Citadel Advisors
186
Citadel Advisors
Florida
$66.6M +$11.7M +36,791 +22%
ZIM
187
Zacks Investment Management
Illinois
$66.5M +$544K +1,709 +0.9%
State of Tennessee, Department of Treasury
188
State of Tennessee, Department of Treasury
Tennessee
$66M
Cetera Investment Advisers
189
Cetera Investment Advisers
Illinois
$66M +$7.99M +25,125 +14%
Bank of Nova Scotia
190
Bank of Nova Scotia
Ontario, Canada
$65.9M +$23.6M +74,325 +60%
ERSOT
191
Employees Retirement System of Texas
Texas
$65.2M -$573K -1,800 -0.9%
State of New Jersey Common Pension Fund D
192
State of New Jersey Common Pension Fund D
New Jersey
$65.1M +$1.83M +5,765 +3%
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
$64.6M -$284K -892 -0.5%
DP
194
Dundas Partners
United Kingdom
$62.8M +$4.69M +14,744 +8%
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$62M -$365K -1,147 -0.6%
Cerity Partners
196
Cerity Partners
New York
$61.9M -$1.08M -3,411 -2%
CK
197
Cohen Klingenstein
New York
$61.8M
IGGA
198
Iron Gate Global Advisors
Utah
$61.6M -$1.24M -3,906 -2%
Rafferty Asset Management
199
Rafferty Asset Management
New York
$60.3M -$1.11M -3,500 -2%
RAM
200
Resona Asset Management
Japan
$60.1M -$2.97M -9,344 -5%

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.