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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
CIS
376
Connors Investor Services
Pennsylvania
$17.8M +$184K +623 +1%
NA
377
NewEdge Advisors
Louisiana
$17.8M -$1.71M -5,777 -8%
USAA
378
United Services Automobile Association
Texas
$17.7M
HPIA
379
Hamilton Point Investment Advisors
North Carolina
$17.7M +$72.1K +244 +0.4%
GAM
380
Generali Asset Management
Italy
$17.6M +$2.05M +6,921 +12%
EGA
381
Eagle Global Advisors
Texas
$17.6M -$200K -676 -1%
LCAM
382
Long Corridor Asset Management
Hong Kong
$17.5M +$11.8M +40,000 +160%
DC
383
Davenport & Co
Virginia
$17.4M +$3.4M +11,494 +22%
GWM
384
GDS Wealth Management
Texas
$17.4M +$636K +2,153 +3%
MOACM
385
Mutual of America Capital Management
New York
$17.4M -$628K -2,126 -3%
HWM
386
HB Wealth Management
Georgia
$17.1M +$1.69M +5,710 +10%
SJL
387
Shayne & Jacobs LLC
Tennessee
$17M -$44.3K -150 -0.2%
BMSSC
388
B. Metzler seel. Sohn & Co
Germany
$16.9M +$1.84M +6,239 +11%
PCM
389
Penserra Capital Management
California
$16.8M -$2.64M -8,941 -13%
BCI
390
Brinker Capital Investments
Pennsylvania
$16.8M -$1.5M -5,067 -8%
OPS
391
Orion Portfolio Solutions
Nebraska
$16.8M -$1.5M -5,067 -8%
WAS
392
Wesleyan Assurance Society
United Kingdom
$16.8M
GAG
393
GM Advisory Group
New York
$16.6M +$19.2K +65 +0.1%
PGFC
394
Peapack-Gladstone Financial Corp
New Jersey
$16.6M -$417K -1,410 -2%
Mackenzie Financial
395
Mackenzie Financial
Ontario, Canada
$16.3M +$1.12M +3,776 +7%
OAM
396
OP Asset Management
$16.2M +$17.8M +60,246 New
NRS
397
Neville Rodie & Shaw
New York
$15.9M +$4.27M +14,439 +32%
RP
398
Rice Partnership
Hawaii
$15.8M -$697K -2,359 -4%
TIP
399
Torray Investment Partners
Maryland
$15.7M
SMFG
400
Sumitomo Mitsui Financial Group
Japan
$15.6M +$17.1M +57,950 New

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.