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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
CCMT
326
CMT Capital Markets Trading
Germany
$23.5M +$25.9M +87,500 New
LCM
327
LVM Capital Management
Michigan
$23.2M -$57K -193 -0.2%
QCM
328
Quantinno Capital Management
New York
$23M +$8.62M +29,175 +52%
BCM
329
Brookstone Capital Management
Illinois
$22.8M +$876K +2,963 +4%
VMPIC
330
Varma Mutual Pension Insurance Co
Finland
$22.4M -$2.48M -8,400 -9%
FAF
331
Fjarde Ap-fonden
Sweden
$22.4M -$5.17M -17,500 -17%
NAM
332
NorthCrest Asset Manangement
Minnesota
$22.3M +$178K +602 +0.7%
NYLIM
333
New York Life Investment Management
New York
$22.1M -$207K -699 -0.8%
AS
334
Aware Super
Australia
$22M
WA
335
Waverly Advisors
Alabama
$21.9M +$11.5M +38,973 +92%
SOADOR
336
State of Alaska Department of Revenue
Alaska
$21.8M +$468K +1,585 +2%
PFSRSONJ
337
Police & Firemen's Retirement System of New Jersey
New Jersey
$21.7M -$296K -1,000 -1%
HPC
338
HM Payson & Co
Maine
$21.7M -$1.11M -3,742 -4%
OSAM
339
O'Shaughnessy Asset Management
Connecticut
$21.5M +$811K +2,745 +4%
ACM
340
Anomaly Capital Management
New York
$21.5M +$23.6M +79,827 New
AV
341
ASR Vermogensbeheer
Netherlands
$21.4M +$23.5M +79,542 New
EI
342
Ethic Inc
New York
$21.3M +$420K +1,421 +2%
FSA
343
Franklin Street Advisors
North Carolina
$21.2M -$198K -671 -0.8%
BBI
344
Baxter Bros Inc
Connecticut
$21.2M -$294K -994 -1%
MML Investors Services
345
MML Investors Services
Massachusetts
$21.1M +$99.9K +338 +0.4%
PP
346
Prudential plc
United Kingdom
$20.9M -$2.16M -7,302 -9%
CIBC World Market
347
CIBC World Market
Ontario, Canada
$20.9M -$65.6M -222,009 -74%
FCMC
348
Founders Capital Management (Connecticut)
Connecticut
$20.7M -$81K -274 -0.4%
BPA
349
Beacon Pointe Advisors
California
$20.5M -$550K -1,862 -2%
MFIM
350
Mesirow Financial Investment Management
Illinois
$20.5M +$260K +880 +1%

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.