We are live on ! Find out more
AXP icon

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
Lazard Asset Management
51
Lazard Asset Management
New York
$364M -$72.9M -246,695 -15%
First Trust Advisors
52
First Trust Advisors
Illinois
$350M +$48.5M +164,239 +14%
SCM
53
Smead Capital Management
Arizona
$330M -$34.3M -116,157 -9%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$305M -$9.69M -32,783 -3%
National Pension Service
55
National Pension Service
South Korea
$299M +$8.44M +28,552 +3%
Barrow, Hanley, Mewhinney & Strauss
56
Barrow, Hanley, Mewhinney & Strauss
Texas
$298M -$17.3M -58,607 -5%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$291M -$6.55M -22,175 -2%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$287M -$541K -1,830 -0.2%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$284M -$22.2M -75,155 -7%
Public Employees Retirement Association of Colorado
60
Public Employees Retirement Association of Colorado
Colorado
$283M +$36.5M +123,652 +13%
Raymond James Financial
61
Raymond James Financial
Florida
$278M +$14.9M +50,277 +5%
Citigroup
62
Citigroup
New York
$272M +$126M +426,811 +73%
Corient Private Wealth
63
Corient Private Wealth
Florida
$253M -$33.3M -112,615 -11%
Pictet Asset Management
64
Pictet Asset Management
Switzerland
$249M -$22.1M -74,772 -7%
American Century Companies
65
American Century Companies
Missouri
$238M -$70.5M -238,475 -21%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$235M -$3.46M -11,702 -1%
SGA
67
Sustainable Growth Advisers
Connecticut
$223M -$52.4M -177,158 -18%
TAM
68
Timucuan Asset Management
Florida
$218M -$49.3M -166,674 -17%
Aberdeen Group
69
Aberdeen Group
United Kingdom
$209M -$131M -442,591 -36%
WIM
70
Waverton Investment Management
United Kingdom
$208M -$3.77M -12,753 -2%
LPL Financial
71
LPL Financial
California
$192M +$6.7M +22,676 +3%
EIP
72
Epoch Investment Partners
New York
$188M -$28.2M -95,505 -12%
Korea Investment Corp
73
Korea Investment Corp
South Korea
$186M +$13.3M +44,852 +7%
William Blair & Company
74
William Blair & Company
Illinois
$186M -$9.07M -30,689 -4%
Principal Financial Group
75
Principal Financial Group
Iowa
$183M +$10.4M +35,295 +5%

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.