American Express
AXP
3,044 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 431 funds opening new positions, 1,062 increasing their positions, 1,126 reducing their positions, and 91 closing their positions.
374% more first-time investments, than exits
New positions opened: 431 | Existing positions closed: 91
15% more funds holding in top 10
Funds holding in top 10: 94 → 108 (+14)
12% more capital invested
Capital invested by funds: $193B → $217B (+$23.2B)
10% more funds holding
Funds holding: 2,757 → 3,044 (+287)
1.34% more ownership
Funds ownership: 83.7% → 85.04% (+1.3%)
0% more call options, than puts
Call options by funds: $3.22B | Put options by funds: $3.22B
6% less repeat investments, than reductions
Existing positions increased: 1,062 | Existing positions reduced: 1,126
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$856M |
| 2 |
SG Americas Securities
New York
|
+$385M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$291M |
| 4 |
Parallax Volatility Advisers
San Francisco,
California
|
+$263M |
| 5 |
BNP Paribas Asset Management
Paris,
France
|
+$209M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.79B |
| 2 |
JP Morgan Chase
New York
|
-$413M |
| 3 |
Lazard Asset Management
New York
|
-$308M |
| 4 |
Barclays
London,
United Kingdom
|
-$291M |
| 5 |
Janus Henderson Group
London,
|
-$261M |
AXP Hedge Fund Activity: Q4 2025 in Review
3,044 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q4 2025, worth a combined $217B — up 12% from $193B a quarter earlier.
Buyers outnumbered sellers: 431 funds opened new AXP positions and 91 closed out — a net gain of 340 holders — while 1,062 added to existing stakes and 1,126 trimmed.
The largest buyer was Capital World Investors, adding an estimated $856M. The largest seller was Wellington Management Group, cutting an estimated $1.79B.
- 3,044 institutional investors held American Express (AXP) as of Q4 2025, up from 2,757 in Q3 2025.
- Funds reported $217B of American Express stock for Q4 2025, up 12% quarter-over-quarter.
- 431 funds opened new American Express positions in Q4 2025 and 91 closed out, a net change of +340 holders.
- The largest American Express buyer in Q4 2025 was Capital World Investors, an estimated $856M added.
- The largest American Express seller in Q4 2025 was Wellington Management Group, an estimated $1.79B sold.
Based on aggregated 13F filings for Q4 2025.