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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
MYAM
451
Meiji Yasuda Asset Management
Japan
$12.5M -$416K -1,408 -3%
FGP
452
Foyston, Gordon, & Payne
Ontario, Canada
$12.4M +$1.52M +5,145 +13%
DMC
453
Drexel Morgan & Co
Pennsylvania
$12.4M
M
454
Mirova
France
$12.3M +$853K +2,885 +7%
HVIA
455
Hudson Valley Investment Advisors
New York
$12.3M +$39K +132 +0.3%
JAFL
456
Jay A. Fishman Ltd
Michigan
$12.3M -$550K -1,860 -4%
DWT
457
Dorsey & Whitney Trust
South Dakota
$12.3M -$821K -2,778 -6%
ERIC
458
Eagle Rock Investment Company
Georgia
$12.2M -$1.69M -5,701 -11%
SIM
459
Sprucegrove Investment Management
Ontario, Canada
$12.2M -$4.97M -16,807 -27%
KFC
460
Klingenstein Fields & Co
New York
$12.2M -$303K -1,026 -2%
DT
461
Diversified Trust
Tennessee
$12.1M -$2.05M -6,919 -13%
MSU
462
Mizuho Securities USA
New York
$12M -$2.46M -8,306 -16%
SVCP
463
Silicon Valley Capital Partners
California
$11.8M +$1.64M +5,534 +14%
ELC
464
Edgar Lomax Company
Virginia
$11.8M -$23.5M -79,670 -65%
Vontobel Holding
465
Vontobel Holding
Switzerland
$11.8M +$1.52M +5,129 +13%
KPWS
466
Kestra Private Wealth Services
Texas
$11.6M +$772K +2,613 +6%
IMCOOI
467
Investment Management Corp of Ontario (IMCO)
Canada
$11.6M +$29.6K +100 +0.2%
EMPI
468
Elo Mutual Pension Insurance
Finland
$11.6M -$2.59M -8,776 -17%
GAM
469
Griffin Asset Management
New York
$11.6M -$2.31M -7,816 -15%
AF
470
Avanza Fonder
Sweden
$11.6M +$397K +1,344 +3%
Canada Life
471
Canada Life
Manitoba, Canada
$11.4M +$722K +2,441 +6%
UF
472
Univest Financial
Pennsylvania
$11.4M -$1.54M -5,215 -11%
SC
473
Searle & Co
Connecticut
$11.4M
VCAM
474
Van Cleef Asset Management
Ohio
$11.3M +$11.8K +40 +0.1%
KA
475
Kintegral Advisory
New York
$11.2M -$41.4K -140 -0.3%

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.