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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
NCM
276
Nearwater Capital Markets
Ireland
$31.1M -$16.1M -54,500 -32%
AB
277
Amalgamated Bank
New York
$30.8M +$342K +1,158 +1%
Pathstone Holdings
278
Pathstone Holdings
New Jersey
$29.8M +$88.1K +298 +0.3%
UM
279
UniSuper Management
Australia
$29.8M +$654K +2,211 +2%
CWM
280
CIBC World Markets
New York
$29.8M -$35.2M -119,117 -52%
BAMF
281
BI Asset Management Fondsmaeglerselskab
Denmark
$29.6M +$22.1M +74,822 +212%
DWM
282
Destination Wealth Management
California
$29.5M -$1.11M -3,766 -3%
SSA
283
Schonfeld Strategic Advisors
New York
$29.4M +$31.7M +107,355 +5,698%
CI
284
Cambiar Investors
Colorado
$29.2M -$766K -2,592 -2%
FMI
285
Factory Mutual Insurance
Massachusetts
$29.2M
II
286
IFM Investors
Australia
$29M -$605K -2,046 -2%
BCIM
287
British Columbia Investment Management
British Columbia, Canada
$29M -$333K -1,127 -1%
CGH
288
Crossmark Global Holdings
Texas
$28.9M +$2.33M +7,874 +8%
IHL
289
Investment House LLC
California
$28.6M +$1.95M +6,587 +7%
QP
290
Quilter Plc
United Kingdom
$28.5M +$4.61M +15,602 +17%
CTA
291
Chesley Taft & Associates
Illinois
$28.3M -$388K -1,312 -1%
CIA
292
Capital Investment Advisors
Georgia
$28.3M -$1.36M -4,607 -4%
PA
293
Paralel Advisors
Colorado
$28.3M
DnB Asset Management
294
DnB Asset Management
Norway
$28.2M -$466K -1,577 -1%
NCM
295
Noesis Capital Mangement
Florida
$28M +$134K +452 +0.4%
BSA
296
Braun Stacey Associates
New York
$27.8M -$1.05M -3,538 -3%
Ninety One (UK)
297
Ninety One (UK)
United Kingdom
$27.5M -$22.5M -76,091 -43%
BCWM
298
Bartlett & Co Wealth Management
Ohio
$27.4M +$129K +435 +0.4%
X
299
Xponance
Pennsylvania
$27.1M +$97K +328 +0.3%
AT
300
AMF Tjänstepension
Sweden
$27.1M

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.