American Express

AXP • NYSE

American Express is a financial - credit services company in the financial services sector on NYSE, led by Stephen Joseph Squeri, with a market cap of $246.17B. As of Q3 2025, 83% of shares are held by 2,677 institutional investors, with BERKSHIRE HATHAWAY INC as the largest holder at 21.79%.

CEOStephen Joseph Squeri

Market Cap$246.17B

Financial - Credit Services

Financial Services

Employees74.6K

Websiteamericanexpress.com

Country

United States of America

Overview

Overview of institutional ownership in AXP as of Q3 2025 with a market cap of $231.14B

All Institutions

Institutions: 2,677
Value Held: $192.50B
Shares Held: 579.7M
Avg Position: $71.9M
Median Position: $1.3M

Hedge Funds

Hedge Funds: 86
Value Held: $1.6B
Shares Held: 4.7M
Avg Position: $18.1M
Median Position: $2.9M

Ownership Breakdown

Institutional (non-HF)

82.61%

$190.94B

Hedge Funds

0.673%

$1.6B

Retail & Other

16.72%

$38.6B

Based on market cap of $231.14B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in AXP as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BERKSHIRE HATHAWAY INC Institution	Warren E. Buffett CEO	$50.4B 18.84% of portfolio	21.79% 151.6M shares	≤ Q2 2013 Held for 12y 6m+	$267.33B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$15.3B 0.23% of portfolio	6.61% 46.0M shares	≤ Q2 2013 Held for 12y 6m+	$6.69T
BlackRock, Inc. Institution	Laurence D. Fink CEO	$14.3B 0.25% of portfolio	6.19% 43.1M shares	≤ Q2 2013 Held for 12y 6m+	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$9.7B 0.34% of portfolio	4.18% 29.1M shares	≤ Q2 2013 Held for 12y 6m+	$2.88T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$7.4B 0.47% of portfolio	3.19% 22.2M shares	≤ Q2 2013 Held for 12y 6m+	$1.56T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$4.4B 0.27% of portfolio	1.90% 13.2M shares	≤ Q2 2013 Held for 12y 6m+	$1.65T
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$4.3B 0.75% of portfolio	1.86% 13.0M shares	≤ Q2 2013 Held for 12y 6m+	$571.21B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$4.2B 0.27% of portfolio	1.82% 12.7M shares	≤ Q2 2013 Held for 12y 6m+	$1.57T
F Fisher Asset Management, LLC Institution	-	$3.0B 1.07% of portfolio	1.28% 8.9M shares	≤ Q2 2013 Held for 12y 6m+	$276.29B
FMR LLC Institution	-	$2.7B 0.14% of portfolio	1.17% 8.2M shares	≤ Q2 2013 Held for 12y 6m+	$1.92T

Net Capital Flow

Institutional buying and selling activity for AXP in Q3 2025

Traded: −$1.9B
Buyers: 1,162
Sellers: 1,117
Total Bought: +$4.0B
Total Sold: −$5.9B
Avg Position: $69.3M

Biggest Buyers

Institution	Net Bought	Current Position
JPMORGAN CHASE & CO Institution	+$1.0B +3.1M shares	$7.4B 22.2M shares
WELLS FARGO & COMPANY/MN Institution	+$397.7M +1.2M shares	$1.7B 5.0M shares
AMERIPRISE FINANCIAL INC Institution	+$279.0M +845.3K shares	$1.3B 4.0M shares
A Amundi Institution	+$178.3M +537.2K shares	$925.4M 2.8M shares
Capital Wealth Planning, LLC RIA/Wealth	+$112.3M +338.0K shares	$720.5M 2.2M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$93.7M +282.1K shares	$115.4M 347.4K shares
A Assenagon Asset Management S.A. Institution	+$82.9M +249.6K shares	$92.1M 277.2K shares
C COMGEST GLOBAL INVESTORS S.A.S. Institution	+$76.9M +231.6K shares	$89.4M 269.3K shares
B BNP PARIBAS ARBITRAGE, SA Institution	+$69.9M +210.6K shares	$435.8M 1.3M shares
Toroso Investments, LLC ETF Provider	+$57.7M +173.8K shares	$154.1M 463.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$637.9M −1.9M shares	$4.3B 13.0M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$386.7M −1.2M shares	$1.6B 4.7M shares
A Alphinity Investment Management Pty Ltd Institution	−$355.3M −1.1M shares	$261.6M 787.5K shares
Invesco Ltd. ETF Provider	−$309.4M −931.4K shares	$1.0B 3.1M shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	−$287.7M −866.2K shares	$2.2B 6.5M shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	−$262.9M −793.9K shares	$4.2B 12.7M shares
BlackRock, Inc. Institution	−$193.0M −580.9K shares	$14.3B 43.1M shares
VANGUARD GROUP INC Institution	−$135.9M −409.0K shares	$15.3B 46.0M shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	−$129.5M −405.9K shares	Sold Off 0 shares
K Korea Investment CORP Institution	−$122.6M −369.1K shares	$104.8M 315.6K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited AXP in Q3 2025

New Positions: 74
New Value: $53.6M
Exited Positions: 102
Exited Value: $328.2M

New Positions

Institution	Position Value
T Torrey Growth & Income Advisors RIA/Wealth	$12.8M 38.6K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$6.8M 20.3K shares
Q Quantessence Capital LLC Hedge Fund•Quant	$3.9M 11.7K shares
T TEMA ETFS LLC Institution	$3.1M 9.3K shares
D Delta Accumulation, LLC Hedge Fund•Vol Arbitrage	$2.3M 8.5K shares
Investment Research Partners LLC Hedge Fund•Multi-Strategy	$1.6M 4.4K shares
SummitTX Capital, L.P. Hedge Fund•Multi-Strategy	$1.3M 4.0K shares
B BOCHK Asset Management Ltd Institution	$1.3M 3.8K shares
Blackstone Group L.P. Institution	$1.2M 3.7K shares
Clayton Financial Group LLC RIA/Wealth	$1.2M 3.7K shares

Exited Positions

Institution	Previous Position
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	$129.5M 405.9K shares
P Prana Capital Management, LP Hedge Fund•Long/Short	$38.9M 122.1K shares
BERKLEY W R CORP Institution	$31.7M 99.4K shares
P Parallax Volatility Advisers, LLC Hedge Fund•Vol Arbitrage	$23.3M 73.1K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$12.4M 38.8K shares
G Gillson Capital LP Hedge Fund•Long/Short	$10.9M 34.3K shares
WORLDQUANT MILLENNIUM QUANTITATIVE STRATEGIES LLC Hedge Fund•Multi-Strategy	$8.9M 28.0K shares
E Entropy Technologies, LP Hedge Fund•Quant Macro	$5.2M 16.4K shares
D Delta Global Management LP Hedge Fund•Market Neutral	$5.2M 16.2K shares
Trexquant Investment LP Hedge Fund•Quant	$4.9M 15.4K shares

Options Activity

Institutions with the largest Call and Put options positions in AXP as of Q3 2025

Call Positions: 47
Call Value: $2.7B
Put Positions: 51
Put Value: $2.1B

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$660.6M 19.9K contracts
N NOMURA HOLDINGS INC Institution	$384.8M 11.6K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$299.3M 9.0K contracts
W WOLVERINE TRADING, LLC Institution	$274.3M 8.0K contracts
P Parallax Volatility Advisers, LLC Hedge Fund•Vol Arbitrage	$243.8M 7.3K contracts
J JANE STREET GROUP, LLC Institution	$224.0M 6.7K contracts
D D. E. Shaw & Co., Inc. Institution	$55.0M 1.7K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$52.0M 1.6K contracts
B BNP PARIBAS ARBITRAGE, SA Institution	$49.1M 14.8 contracts
Toroso Investments, LLC ETF Provider	$46.9M 1.4K contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$376.9M 11.3K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$269.8M 8.1K contracts
J JANE STREET GROUP, LLC Institution	$194.9M 5.9K contracts
Marshall Wace LLP Institution	$174.8M 5.3K contracts
B BNP PARIBAS ARBITRAGE, SA Institution	$125.9M 37.9 contracts
W WOLVERINE TRADING, LLC Institution	$122.5M 3.6K contracts
Nishkama Capital, LLC Hedge Fund•Sector	$84.7M 2.6K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$63.6M 1.9K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$62.1M 1.9K contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$53.7M 1.6K contracts

Most Committed Institutions

Institutions with AXP as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Aquamarine Zurich AG RIA/Wealth	Jeff Chen-Yu Fang Managing Partner	22.57% $69.8M	0.03% 210.0K shares	Q3 2022 Held for 3y 3m	$309.0M
BERKSHIRE HATHAWAY INC Institution	Warren E. Buffett CEO	18.84% $50.4B	21.79% 151.6M shares	≤ Q2 2013 Held for 12y 6m+	$267.33B
Global Frontier Investments LLC Hedge Fund•Sector	Hedi (Nmn) Ben Mlouka CEO	16.10% $82.1M	0.04% 247.2K shares	Q2 2025 Held for 6 months	$510.2M
R Rothschild & Co Wealth Management UK Ltd Institution	-	15.45% $960.5M	0.42% 2.9M shares	Q1 2014 Held for 11y 9m	$6.2B
L Long Corridor Asset Management Ltd Institution	-	14.61% $28.9M	0.01% 87.0K shares	Q1 2022 Held for 3y 9m	$197.9M
D Delta Accumulation, LLC Hedge Fund•Vol Arbitrage	Joshua Ives Piestrup Managing Partner	13.01% $2.3M	0.00% 8.5K shares	Q1 2024 Held for 1y 9m	$17.7M
CACTI ASSET MANAGEMENT LLC RIA/Wealth	Joshua Steven Pechter Managing Partner	8.91% $134.2M	0.06% 392.8K shares	≤ Q2 2013 Held for 12y 6m+	$1.5B
C Coleford Investment Management Ltd. Institution	-	7.17% $29.9M	0.01% 89.9K shares	Q4 2024 Held for 1 year	$416.4M
G GFI Investment Counsel Ltd. RIA/Wealth	Daniel Todd Goodman CEO	7.13% $68.4M	0.03% 206.0K shares	Q2 2024 Held for 1y 6m	$960.1M
Heard Capital LLC Hedge Fund•Long/Short	William Ellak Heard CEO	6.96% $143.4M	0.06% 431.7K shares	Q1 2023 Held for 2y 9m	$2.1B

Hedge Fund Spotlight

Discover hedge funds investing in AXP

Vinva Investment Management Ltd

Hedge Fund • Quant

Portfolio Value: $5.0B
Positions: 420
Last Reported: Q3 2025

Sector Allocation

Position in American Express

Market Value: $3.9M
Shares Held: 11.5K
Portfolio Weight: 0.08%
Owned Since: 2023-Q1

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