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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
SAM
701
Selway Asset Management
$4.94M +$22.2K +75 +0.4%
Balyasny Asset Management
702
Balyasny Asset Management
Illinois
$4.93M -$17.6M -59,429 -76%
LC
703
Lincoln Capital
Nebraska
$4.93M +$1.23M +4,171 +27%
QCG
704
Quadrant Capital Group
Ohio
$4.92M +$1.63M +5,527 +43%
TLP
705
Trinity Legacy Partners
Texas
$4.92M -$1.34M -4,542 -22%
PCI
706
Pacifica Capital Investments
Texas
$4.85M
LAM
707
L2 Asset Management
Massachusetts
$4.85M +$885K +2,994 +20%
CA
708
Callahan Advisors
Texas
$4.8M +$296 +1 +0%
OIA
709
OneDigital Investment Advisors
Kansas
$4.75M -$911K -3,082 -15%
NMIMC
710
Northwestern Mutual Investment Management Company
Wisconsin
$4.75M -$5.32K -18 -0.1%
LGF
711
LGT Group Foundation
Liechtenstein
$4.73M -$519K -1,757 -9%
MCB
712
Morton Community Bank
Illinois
$4.73M -$230K -778 -4%
NP
713
NorthRock Partners
Minnesota
$4.68M +$181K +612 +4%
JSW
714
Journey Strategic Wealth
New Jersey
$4.68M +$2.08M +7,052 +68%
NB
715
NBT Bank
New York
$4.67M -$474K -1,603 -8%
JCM
716
Jag Capital Management
Missouri
$4.65M -$350K -1,184 -6%
ECM
717
Elgethun Capital Management
South Dakota
$4.65M -$97.5K -330 -2%
SCA
718
Snowden Capital Advisors
New York
$4.65M -$662K -2,241 -11%
BG
719
BDF Gestion
France
$4.65M
GL
720
GHE LLC
Tennessee
$4.62M +$41.1K +139 +0.8%
PS
721
Principal Securities
Iowa
$4.61M
TMAM
722
Tokio Marine Asset Management
Japan
$4.6M +$130K +441 +3%
PTCG
723
Pring Turner Capital Group
California
$4.56M
TRCT
724
Tower Research Capital (TRC)
New York
$4.55M -$7M -23,684 -58%
IWA
725
IBEX Wealth Advisors
New Jersey
$4.53M +$1.23M +4,173 +33%

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.