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American Express
AXP

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: 2,634 → 2,614 (-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: 114 → 79 (-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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$641M
2
JP Morgan Chase
JP Morgan Chase
New York
+$474M
3
BlackRock
BlackRock
New York
+$320M
4
UBS Group
UBS Group
Switzerland
+$260M
5
Barclays
Barclays
United Kingdom
+$232M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$344M
2
LP
Longview Partners
Guernsey
-$205M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$200M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$197M
5
Bank of America
Bank of America
North Carolina
-$183M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHB
2626
First Hawaiian Bank
Hawaii
– -$5.61M -18,905 Closed
PAA
2627
Peregrine Asset Advisers
Oregon
– -$5.37M -18,089 Closed
MSE
2628
MUFG Securities EMEA
United Kingdom
– -$4.75M -16,000 Closed
CFGS
2629
Concourse Financial Group Securities
Alabama
– -$4.34M -13,434 Closed
MASUI
2630
MIRAE ASSET SECURITIES (USA) INC.
New York
– -$3.72M -12,535 Closed
IGAM
2631
iA Global Asset Management
Quebec, Canada
– -$3.27M -11,015 Closed
CBA
2632
Coastal Bridge Advisors
Connecticut
– -$2.63M -8,867 Closed
JSC
2633
Jackson Square Capital
California
– -$2.61M -8,781 Closed
FGA
2634
Fortis Group Advisors
New Jersey
– -$2.5M -8,436 Closed
AFCM
2635
Applied Finance Capital Management
Puerto Rico
– -$2.14M -7,196 Closed
WI
2636
WBI Investments
New Jersey
– -$1.95M -6,566 Closed
SF
2637
Symphony Financial
Texas
– -$2.07M -6,498 Closed
MAMU
2638
Myriad Asset Management US
Florida
– -$1.67M -5,626 Closed
TCM
2639
Twin Capital Management
Pennsylvania
– -$1.66M -5,598 Closed
4WM
2640
44 Wealth Management
Oregon
– -$1.58M -5,325 Closed
FCA
2641
Fortis Capital Advisors
Kansas
– -$1.25M -4,827 Closed
ACM
2642
Aster Capital Management
United Arab Emirates
– -$1.41M -4,739 Closed
NG
2643
NWK Group
California
– -$1.36M -4,588 Closed
CSS
2644
Cubist Systematic Strategies
Connecticut
– -$1.3M -4,400 Closed
AT
2645
American Trust
Kentucky
– -$1.27M -4,295 Closed
DS
2646
DRW Securities
Illinois
– -$1.27M -4,290 Closed
VEA
2647
Virtus ETF Advisers
New York
– -$1.26M -4,244 Closed
BAM
2648
Bayview Asset Management
Florida
– -$1.22M -4,125 Closed
CFIA
2649
Cantor Fitzgerald Investment Advisors
New York
– -$1.16M -3,910 Closed
CFM
2650
Capricorn Fund Managers
United Kingdom
– -$1.02M -3,441 Closed
104 105
106
107 108

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.