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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
LCI
526
L1 Capital International
Australia
$8.87M +$2.07M +6,998 +27%
SCA
527
Stokes Capital Advisors
South Carolina
$8.82M +$51.4K +174 +0.5%
WCM
528
Westend Capital Management
California
$8.8M +$217K +733 +2%
WAM
529
Winslow Asset Management
Ohio
$8.76M -$337K -1,139 -3%
HL
530
HeadInvest LLC
Maine
$8.75M -$556K -1,882 -5%
GIBU
531
Gulf International Bank (UK)
United Kingdom
$8.68M -$3.57M -12,089 -27%
TSW
532
Thompson Siegel & Walmsley
Virginia
$8.65M -$740K -2,505 -7%
UAM
533
Unison Asset Management
Florida
$8.57M +$184K +622 +2%
LIM
534
Letson Investment Management
Georgia
$8.57M
LP
535
LB Partners
Virginia
$8.56M
CA
536
Cornerstone Advisors
North Carolina
$8.56M
B
537
Bensler
Washington
$8.53M +$328K +1,109 +4%
NSEDCP
538
NJ State Employees Deferred Compensation Plan
New Jersey
$8.5M
NG
539
NatWest Group
United Kingdom
$8.49M -$2.91M -9,849 -24%
CIM
540
Contravisory Investment Management
Massachusetts
$8.49M +$470K +1,590 +5%
TC
541
TownSquare Capital
Utah
$8.48M +$1.42M +4,795 +18%
BCAM
542
Boston Common Asset Management
Massachusetts
$8.48M -$855K -2,892 -8%
1SB
543
1ST Source Bank
Indiana
$8.39M -$44.9K -152 -0.5%
LT
544
Legacy Trust
Michigan
$8.39M -$85.4K -289 -0.9%
KFP
545
KMG Fiduciary Partners
Ohio
$8.39M -$284K -960 -3%
HAG
546
HighPoint Advisor Group
Illinois
$8.38M -$10.9K -37 -0.1%
GIC
547
Generali Investments CEE
Czech Republic
$8.32M +$421K +1,425 +5%
WSFS
548
Wilmington Savings Fund Society
Delaware
$8.22M -$703K -2,379 -7%
DJSG
549
D.J. St. Germain
Massachusetts
$8.21M +$153K +516 +2%
SWP
550
Stratos Wealth Partners
Ohio
$8.18M -$9.16K -31 -0.1%

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.