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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
426
Narwhal Capital Management
Georgia
$13.6M +$263K +891 +2%
PAM
427
Panagora Asset Management
Massachusetts
$13.5M -$2.6M -8,785 -15%
RIM
428
Rakuten Investment Management
Japan
$13.5M +$15.1M +50,964 New
SSB
429
Sandy Spring Bank
Maryland
$13.4M -$272K -919 -2%
ATC
430
Argent Trust Co
Tennessee
$13.4M -$101K -343 -0.7%
NLGIA
431
Nippon Life Global Investors Americas
New York
$13.3M -$163K -550 -1%
SCTC
432
Sanibel Captiva Trust Company
Florida
$13.3M +$453K +1,533 +3%
SCM
433
Stanley Capital Management
Texas
$13.1M
Fiera Capital (Canada)
434
Fiera Capital (Canada)
Quebec, Canada
$13.1M +$2.2M +7,447 +18%
SIG
435
Sky Investment Group
Connecticut
$13.1M +$118K +400 +0.8%
VRS
436
Virginia Retirement Systems
Virginia
$13.1M +$14.4M +48,700 New
SG
437
Sienna Gestion
France
$13.1M -$1.4M -4,743 -9%
PA
438
Perennial Advisors
New York
$13.1M -$424K -1,434 -3%
KOCAA
439
Knights of Columbus Asset Advisors
Connecticut
$13M -$2.2M -7,440 -13%
Allspring Global Investments
440
Allspring Global Investments
North Carolina
$12.9M -$911K -3,083 -6%
CIA
441
Choate Investment Advisors
Massachusetts
$12.9M +$53.5K +181 +0.4%
GI
442
Gradient Investments
Minnesota
$12.9M -$147K -499 -1%
OPERF
443
Oregon Public Employees Retirement Fund
Oregon
$12.8M -$20.7K -70 -0.1%
GFG
444
Greystone Financial Group
Michigan
$12.8M -$735K -2,485 -5%
TNB
445
Thomasville National Bank
Georgia
$12.7M -$17.8M -60,251 -56%
IMPI
446
Ilmarinen Mutual Pension Insurance
Finland
$12.6M
WP
447
Woodline Partners
California
$12.6M +$3.98M +13,468 +40%
CA
448
Clearstead Advisors
Ohio
$12.6M +$1.14M +3,873 +9%
ACA
449
Anchor Capital Advisors
Massachusetts
$12.6M -$669K -2,263 -5%
FBB
450
Fulton Breakefield Broenniman
Maryland
$12.5M +$354K +1,198 +3%

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.