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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
EP
626
Edgestream Partners
New Jersey
$6.23M +$5.51M +18,654 +413%
IWS
627
Insight Wealth Strategies
California
$6.22M +$1.29M +4,364 +23%
BCM
628
Bretton Capital Management
California
$6.22M
MIH
629
Meitav Investment House
Israel
$6.2M -$1.19M -4,015 -15%
RC
630
RBF Capital
California
$6.19M
SAM
631
Shell Asset Management
Netherlands
$6.16M -$247K -835 -4%
ALMGDA
632
AG2R La Mondiale Gestion d'Actifs
France
$6.15M +$6.18M +20,898 New
SCP
633
Sandhill Capital Partners
New York
$6.14M -$5.03K -17 -0.1%
WIS
634
Wright Investors Service
Connecticut
$6.14M +$2.07M +6,990 +44%
WS
635
Wedbush Securities
California
$6.12M -$73.6K -249 -1%
WCM
636
Wisconsin Capital Management
Wisconsin
$6.11M -$211K -715 -3%
MA
637
Montag & Associates
Georgia
$6.11M -$72.1K -244 -1%
UB
638
UMB Bank
Missouri
$6.08M +$214K +724 +3%
CL
639
Choreo LLC
Illinois
$6.06M -$229K -776 -3%
CFG
640
Citizens Financial Group
Rhode Island
$6.03M -$18.8M -63,729 -74%
OAC
641
OMERS Administration Corp
Ontario, Canada
$6.03M -$905K -3,063 -12%
HCM
642
Hutner Capital Management
Vermont
$6M -$12.7K -43 -0.2%
FNFDCM
643
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.98M -$210K -710 -3%
FM
644
Family Management
New York
$5.97M -$3.59M -12,152 -35%
SG Americas Securities
645
SG Americas Securities
New York
$5.96M -$15.1M -51,224 -70%
SFI
646
Siemens Fonds Invest
Germany
$5.96M +$54.1K +183 +0.8%
Holocene Advisors
647
Holocene Advisors
New York
$5.95M -$62.9M -212,762 -91%
CGI
648
Comgest Global Investors
France
$5.95M +$6.53M +22,102 New
AC
649
AlpenGlobal Capital
California
$5.94M +$46.4K +157 +0.7%
GIM
650
Grassi Investment Management
California
$5.93M -$118K -400 -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.