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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
NI
476
NFC Investments
Tennessee
$11.1M -$335K -1,135 -3%
WF
477
WoodTrust Financial
Wisconsin
$11M -$6.21K -21 -0.1%
OIAM
478
OFI Invest Asset Management
France
$11M -$6.74M -22,796 -34%
FA
479
Financial Avengers
California
$10.9M -$226K -766 -2%
EAM
480
Erste Asset Management
Austria
$10.9M -$3.27M -11,071 -21%
BBHC
481
Brown Brothers Harriman & Co
New York
$10.8M -$408K -1,379 -3%
IAA
482
Independent Advisor Alliance
North Carolina
$10.8M -$44.6K -151 -0.4%
GC
483
Grimes & Company
Massachusetts
$10.8M +$3.55K +12 +0%
SMI
484
Shelter Mutual Insurance
Missouri
$10.7M
IMRF
485
Illinois Municipal Retirement Fund
Illinois
$10.7M
NB
486
Norinchukin Bank
Japan
$10.6M +$1.25M +4,225 +12%
NIM
487
NEOS Investment Management
Connecticut
$10.6M +$2.22M +7,513 +24%
CI
488
CX Institutional
Indiana
$10.6M +$908K +3,072 +8%
SBIA
489
Sheaff Brock Investment Advisors
Indiana
$10.6M +$113K +381 +1%
AWS
490
Atria Wealth Solutions
New York
$10.6M -$817K -2,763 -7%
MKA
491
M. Kulyk & Associates
Georgia
$10.6M -$649K -2,196 -5%
RCM
492
Radnor Capital Management
Pennsylvania
$10.5M -$439K -1,486 -4%
SIM
493
Stratos Investment Management
Ohio
$10.4M +$1.89M +6,409 +20%
IEFM
494
IQ EQ Fund Management
Ireland
$10.4M -$185K -625 -2%
IIC
495
Ironwood Investment Counsel
Arizona
$10.4M -$122K -413 -1%
SAM
496
Stansberry Asset Management
Texas
$10.3M -$103K -350 -0.9%
N
497
Natixis
France
$10.3M +$9.74M +32,939 +564%
P
498
&Partners
Tennessee
$10.3M -$1.22M -4,143 -10%
DILIC
499
Dai-ichi Life Insurance Company
Japan
$10.2M
KRS
500
Kentucky Retirement Systems
Kentucky
$10.2M -$222K -750 -2%

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.