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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
Legal & General Group
26
Legal & General Group
United Kingdom
$1.01B +$12.8M +43,410 +1%
Capital Research Global Investors
27
Capital Research Global Investors
California
$967M +$180M +608,473 +20%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$919M -$6.9M -23,339 -0.7%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$840M +$20.4M +69,057 +2%
Barclays
30
Barclays
United Kingdom
$813M +$232M +783,851 +35%
Deutsche Bank
31
Deutsche Bank
Germany
$779M +$58.6M +198,392 +7%
RCWMU
32
Rothschild & Co Wealth Management (UK)
United Kingdom
$747M +$3.26M +11,014 +0.4%
Ameriprise
33
Ameriprise
Minnesota
$660M -$26.9M -91,066 -4%
AIM
34
Alphinity Investment Management
Australia
$624M -$123M -417,162 -15%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$585M +$4.14M +14,012 +0.6%
TD Asset Management
36
TD Asset Management
Ontario, Canada
$569M -$55.1M -186,445 -8%
First Eagle Investment Management
37
First Eagle Investment Management
New York
$566M -$72.9M -246,779 -10%
Amundi
38
Amundi
France
$532M -$9.46M -32,005 -1%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$530M +$121M +409,249 +26%
Boston Partners
40
Boston Partners
Massachusetts
$525M +$10M +33,885 +2%
CWP
41
Capital Wealth Planning
Florida
$524M +$127M +431,297 +28%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$503M -$2.29M -7,763 -0.4%
LP
43
Longview Partners
Guernsey
$484M -$205M -693,833 -28%
Wells Fargo
44
Wells Fargo
California
$455M -$5.84M -19,758 -1%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$439M -$54.9M -185,619 -10%
Swiss National Bank
46
Swiss National Bank
Switzerland
$428M -$5.08M -17,200 -1%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$425M -$25.5M -86,280 -5%
BGC
48
Beutel, Goodman & Co
Ontario, Canada
$392M +$2.03M +6,860 +0.5%
Mitsubishi UFJ Asset Management
49
Mitsubishi UFJ Asset Management
Japan
$374M +$39M +131,995 +10%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$367M -$24.4M -82,605 -6%

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.