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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
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$183M -$6.04M -20,421 -3%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$181M -$2.06M -6,966 -1%
Stifel Financial
78
Stifel Financial
Missouri
$178M +$10.5M +35,453 +6%
Axa
79
Axa
France
$177M +$19.6M +66,432 +11%
Universal-Beteiligungs- und Servicegesellschaft
80
Universal-Beteiligungs- und Servicegesellschaft
Germany
$172M +$2.86M +9,679 +2%
Natixis Advisors
81
Natixis Advisors
Massachusetts
$167M -$12.2M -41,233 -6%
Luther King Capital Management (LKCM)
82
Luther King Capital Management (LKCM)
Texas
$166M -$1.82M -6,144 -1%
AllianceBernstein
83
AllianceBernstein
Tennessee
$162M -$21.5M -72,882 -11%
Russell Investments Group
84
Russell Investments Group
United Kingdom
$161M -$3.87M -13,096 -2%
National Bank of Canada
85
National Bank of Canada
Quebec, Canada
$160M +$14.6M +49,393 +9%
Macquarie Group
86
Macquarie Group
Australia
$157M +$774K +2,620 +0.5%
Arrowstreet Capital
87
Arrowstreet Capital
Massachusetts
$155M -$71.2M -241,005 -29%
ClearBridge Investments
88
ClearBridge Investments
New York
$155M -$12.9M -43,586 -7%
Franklin Resources
89
Franklin Resources
California
$152M -$8.18M -27,677 -5%
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$150M +$164M +556,090 New
GF
91
Gabelli Funds
New York
$149M -$10.3M -35,003 -6%
CF
92
Canoe Financial
Alberta, Canada
$148M +$23.7M +80,033 +17%
TAM
93
Troy Asset Management
United Kingdom
$146M +$77.4K +262 +0.1%
Squarepoint
94
Squarepoint
New York
$146M +$156M +528,978 +3,538%
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$144M
Los Angeles Capital Management
96
Los Angeles Capital Management
California
$142M -$3.77M -12,764 -2%
DB
97
Danske Bank
Denmark
$141M +$48.2M +163,017 +45%
First Manhattan
98
First Manhattan
New York
$140M -$6.46M -21,842 -4%
KBC Group
99
KBC Group
Belgium
$135M -$38.5M -130,122 -21%
BNP Paribas Asset Management
100
BNP Paribas Asset Management
France
$134M +$2.64M +8,940 +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.