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American Express

2,614 hedge funds and large institutions have $161B invested in American Express in 2025 Q1 according to their latest regulatory filings, with 180 funds opening new positions, 951 increasing their positions, 1,049 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $2.84B | Put options by funds: $2B

13% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 159

0.35% more ownership

Funds ownership: 84.89%85.24% (+0.35%)

1% less funds holding

Funds holding: 2,6342,614 (-20)

9% less repeat investments, than reductions

Existing positions increased: 951 | Existing positions reduced: 1,049

10% less capital invested

Capital invested by funds: $179B → $161B (-$18.1B)

31% less funds holding in top 10

Funds holding in top 10: 11479 (-35)

Holders
2,614
Holders Change
-20
Holders Change %
-0.76%
% of All Funds
35.04%
Holding in Top 10
79
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-30.7%
% of All Funds
1.06%
New
180
Increased
951
Reduced
1,049
Closed
159
Calls
$2.84B
Puts
$2B
Net Calls
+$839M
Net Calls Change
+$210M
Name Holding Trade Value Shares
Change
Change in
Stake
HIMC
226
Heritage Investors Management Corp
Maryland
$44.5M -$35.2K -119 -0.1%
IGGA
227
Iron Gate Global Advisors
Utah
$44.2M -$261K -883 -0.5%
FAF
228
Första AP-fonden
Sweden
$44M -$1.39M -4,700 -3%
JIC
229
Johnson Investment Counsel
Ohio
$44M -$332K -1,122 -0.7%
DGM
230
Delta Global Management
New York
$44M +$22.1M +74,862 +84%
Cetera Investment Advisers
231
Cetera Investment Advisers
Illinois
$43.3M +$4.79M +16,218 +11%
ASRS
232
Arizona State Retirement System
Arizona
$43.1M -$1.4M -4,747 -3%
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$42M +$2.17M +7,358 +5%
ESBC
234
E.S. Barr & Co
Kentucky
$41.6M -$682K -2,309 -1%
Mariner
235
Mariner
Kansas
$41.6M +$2.48M +8,395 +6%
TAM
236
Todd Asset Management
Kentucky
$41.5M -$25.4M -85,852 -36%
MIM
237
MetLife Investment Management
New Jersey
$41.2M -$1.03M -3,475 -2%
Mercer Global Advisors
238
Mercer Global Advisors
Colorado
$41.1M +$1.6M +5,418 +4%
CF
239
Corebridge Financial
Texas
$40.8M -$2.1M -7,106 -4%
SOMRS
240
State of Michigan Retirement System
Michigan
$40.5M -$148K -500 -0.3%
DekaBank Deutsche Girozentrale
241
DekaBank Deutsche Girozentrale
Germany
$40.4M -$276K -933 -0.6%
CS
242
Central Securities
New York
$40.4M
CCP
243
Clarkston Capital Partners
Michigan
$40.1M -$3.81M -12,885 -8%
Skandinaviska Enskilda Banken (SEB)
244
Skandinaviska Enskilda Banken (SEB)
Sweden
$40M -$4.55M -15,398 -9%
CIC
245
Chilton Investment Company
Connecticut
$39.7M +$43.6M +147,663 New
VF
246
Vest Financial
Virginia
$38.4M +$9.24M +31,266 +28%
QCM
247
QRG Capital Management
Illinois
$38.1M +$511K +1,729 +1%
BFS
248
Bradley Foster & Sargent
Connecticut
$38M +$524K +1,774 +1%
AIM
249
Achmea Investment Management
Netherlands
$37.7M +$6.39M +21,605 +18%
AAM
250
Aureus Asset Management
Massachusetts
$36.9M -$197K -668 -0.5%

AXP Hedge Fund Activity: Q1 2025 in Review

2,614 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q1 2025, worth a combined $161B — down 10% from $179B a quarter earlier.

Buyers outnumbered sellers: 180 funds opened new AXP positions and 159 closed out — a net gain of 21 holders — while 951 added to existing stakes and 1,049 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $641M. The largest seller was T. Rowe Price Associates, cutting an estimated $344M.

  • 2,614 institutional investors held American Express (AXP) as of Q1 2025, down from 2,634 in Q4 2024.
  • Funds reported $161B of American Express stock for Q1 2025, down 10% quarter-over-quarter.
  • 180 funds opened new American Express positions in Q1 2025 and 159 closed out, a net change of +21 holders.
  • The largest American Express buyer in Q1 2025 was Wellington Management Group, an estimated $641M added.
  • The largest American Express seller in Q1 2025 was T. Rowe Price Associates, an estimated $344M sold.

Based on aggregated 13F filings for Q1 2025.