We are live on ! Find out more
AXP icon

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
CFB
251
Cullen/Frost Bankers
Texas
$36.7M +$99.6K +337 +0.2%
DWA
252
Douglass Winthrop Advisors
New York
$35.7M -$1.02M -3,454 -3%
A
253
Allianz
Germany
$35.3M -$20M -67,553 -34%
RFC
254
Regions Financial Corp
Alabama
$35M -$294K -994 -0.8%
CB
255
Commerce Bank
Missouri
$34.5M +$82.2K +278 +0.2%
Bank of Nova Scotia
256
Bank of Nova Scotia
Ontario, Canada
$34.4M -$41.9M -141,648 -53%
SGAM
257
Smith Group Asset Management
Texas
$34.3M +$1.6M +5,413 +4%
CNB
258
Czech National Bank
Czech Republic
$34.3M +$2.01M +6,812 +6%
SBWIC
259
Schaper Benz & Wise Investment Counsel
Wisconsin
$34.2M -$172K -582 -0.5%
WJWM
260
Williams Jones Wealth Management
New York
$34.1M -$566K -1,914 -1%
COPPSERS
261
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$34.1M +$2.54M +8,590 +7%
MCM
262
Mill Capital Management
North Carolina
$33.7M -$325K -1,099 -0.9%
HNB
263
Huntington National Bank
Ohio
$33.7M -$2.63M -8,905 -7%
SLAM
264
Swiss Life Asset Management
$33.3M +$4.96M +16,783 +16%
AAM
265
Advisors Asset Management
Colorado
$33.2M -$1.57M -5,308 -4%
AF
266
Allworth Financial
California
$33.1M -$325K -1,099 -0.9%
MAM
267
Martingale Asset Management
Massachusetts
$33M -$3.3M -11,179 -8%
CCM
268
Chilton Capital Management
Texas
$32.8M +$360K +1,219 +1%
MIF
269
Mediolanum International Funds
Ireland
$32.2M -$8.25M -27,899 -19%
CTB
270
Country Trust Bank
Illinois
$31.9M +$4.39M +14,849 +14%
MCM
271
Maple Capital Management
Vermont
$31.4M -$1.03M -3,481 -3%
GIP
272
Greatmark Investment Partners
Georgia
$31.3M -$596K -2,018 -2%
FDCP
273
Foster Dykema Cabot & Partners
Massachusetts
$31.3M +$609K +2,060 +2%
IIM
274
INTECH Investment Management
Florida
$31.2M -$595K -2,012 -2%
CSIC
275
Clifford Swan Investment Counsel
California
$31.1M +$157K +532 +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.