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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
WTC
501
WhitTier Trust Company
Nevada
$10M -$101K -341 -0.9%
BCPWM
502
Bradley & Co Private Wealth Management
Florida
$10M -$923K -3,123 -8%
FCT
503
Family Capital Trust
Massachusetts
$9.96M -$46.4K -157 -0.4%
HCMT
504
Highland Capital Management (Tennessee)
Tennessee
$9.92M +$1.74M +5,888 +19%
NAS
505
NWF Advisory Services
California
$9.9M -$590K -1,996 -5%
SCM
506
Shelton Capital Management
Colorado
$9.89M -$549K -1,858 -5%
RCW
507
Rheos Capital Works
Japan
$9.87M -$23.2M -78,500 -68%
DADC
508
D.A. Davidson & Co
Montana
$9.58M +$682K +2,309 +7%
Jane Street
509
Jane Street
New York
$9.58M -$46.3M -156,604 -81%
VCM
510
Voleon Capital Management
California
$9.57M +$10.5M +35,587 New
WSCM
511
Wellington Shields Capital Management
New York
$9.56M -$42.5M -143,830 -80%
JC
512
Jacobs & Co
California
$9.55M -$114K -385 -1%
LOAMS
513
Lombard Odier Asset Management (Switzerland)
Switzerland
$9.5M +$5.05M +17,094 +94%
NFGCM
514
Norman Fields Gottscho Capital Management
New York
$9.49M -$246K -831 -2%
Pacer Advisors
515
Pacer Advisors
Pennsylvania
$9.42M -$2.71M -9,152 -21%
AIM
516
Artemis Investment Management
United Kingdom
$9.4M +$2.01M +6,795 +24%
MIM
517
Martin Investment Management
Florida
$9.31M -$34.3K -116 -0.3%
MHC
518
Meyer Handelman Company
New York
$9.27M -$12.1K -41 -0.1%
RB
519
Rodgers Brothers
Pennsylvania
$9.2M -$8.87K -30 -0.1%
HIMCH
520
Hartford Investment Management Co (HIMCO)
Connecticut
$9.11M -$164K -555 -2%
MGP
521
Metis Global Partners
California
$9.1M +$1.16M +3,919 +13%
SAM
522
SP Asset Management
California
$9.03M -$82.5K -279 -0.8%
SFI
523
Susquehanna Fundamental Investments
Pennsylvania
$8.96M +$9.85M +33,317 New
EAM
524
Eventide Asset Management
Massachusetts
$8.92M +$1.42M +4,816 +24%
LSWM
525
Lorne Steinberg Wealth Management
Canada
$8.92M -$32.8K -111 -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.