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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
BAM
676
Bell Asset Management
Australia
$5.38M -$148K -502 -2%
CC
677
Courier Capital
New York
$5.38M +$448K +1,517 +8%
MAM
678
Meeder Asset Management
Ohio
$5.31M +$5.04M +17,041 +632%
TA
679
TKG Advisors
Indiana
$5.3M +$363K +1,229 +7%
LG
680
LaFleur & Godfrey
Michigan
$5.29M -$78.3K -265 -1%
CII
681
Capital International Inc
California
$5.25M
CCT
682
Chemung Canal Trust
New York
$5.24M -$439K -1,486 -7%
MWM
683
Modera Wealth Management
New Jersey
$5.23M -$26.3K -89 -0.5%
IWC
684
Integrated Wealth Concepts
Massachusetts
$5.23M +$342K +1,157 +6%
BS
685
Banco Santander
Spain
$5.22M +$4.9M +16,581 +585%
HLCM
686
Hi-Line Capital Management
South Dakota
$5.19M +$122K +414 +2%
BP
687
Ballentine Partners
Massachusetts
$5.12M -$21K -71 -0.4%
TS
688
Triglav Skladi
Slovenia
$5.11M -$2.51M -8,500 -31%
CF
689
Covea Finance
France
$5.11M +$5.62M +19,000 New
AMI
690
Amica Mutual Insurance
Rhode Island
$5.11M -$3.06M -10,362 -35%
BL
691
BFSG LLC
California
$5.1M -$18.9K -64 -0.3%
NC
692
NewSquare Capital
Pennsylvania
$5.1M +$202K +682 +4%
CA
693
CSM Advisors
Pennsylvania
$5.07M -$288K -975 -5%
CT
694
Caldwell Trust
Florida
$5.06M +$102K +345 +2%
SLI
695
Sumitomo Life Insurance
Japan
$5.03M -$62.4K -211 -1%
2
696
2Xideas
Switzerland
$5.02M -$8.19M -27,724 -60%
JA
697
JLB & Associates
Michigan
$5.01M -$149K -505 -3%
MVA
698
Mount Vernon Associates
Maryland
$5M +$79.8K +270 +1%
WG
699
Welch Group
Alabama
$4.99M -$4.14K -14 -0.1%
VCA
700
Verdence Capital Advisors
Maryland
$4.94M

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.