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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
GI
101
GAMCO Investors
Connecticut
$132M -$7.02M -23,743 -5%
New York State Teachers Retirement System (NYSTRS)
102
New York State Teachers Retirement System (NYSTRS)
New York
$131M -$9.4M -31,795 -6%
MG
103
Markel Group
Virginia
$130M
DLA
104
Douglas Lane & Associates
New York
$128M -$5.34M -18,050 -4%
Canada Pension Plan Investment Board
105
Canada Pension Plan Investment Board
Ontario, Canada
$127M +$29.2M +98,906 +26%
Robeco Institutional Asset Management
106
Robeco Institutional Asset Management
Netherlands
$127M -$14.9M -50,450 -10%
PTC
107
Provident Trust Company
Wisconsin
$126M +$139M +468,757 New
Adage Capital Partners
108
Adage Capital Partners
Massachusetts
$124M -$7.6M -25,700 -5%
HighTower Advisors
109
HighTower Advisors
Illinois
$122M -$31.4M -106,293 -19%
US Bancorp
110
US Bancorp
Minnesota
$121M +$685K +2,317 +0.5%
Aviva
111
Aviva
United Kingdom
$119M +$18.3M +62,057 +16%
Prudential Financial
112
Prudential Financial
New Jersey
$119M -$34.1M -115,259 -21%
MIHAS
113
Maj Invest Holding A/S
Denmark
$118M -$7.86M -26,601 -6%
FI
114
Focused Investors
California
$117M -$3.07M -10,400 -2%
Chevy Chase Trust
115
Chevy Chase Trust
Maryland
$116M -$154K -521 -0.1%
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$116M +$1.29M +4,376 +1%
MGP
117
M&G plc
United Kingdom
$115M -$6.75M -22,838 -5%
Victory Capital Management
118
Victory Capital Management
Texas
$113M -$5.71M -19,312 -4%
CCMG
119
Clark Capital Management Group
Pennsylvania
$113M -$47.5M -160,824 -28%
Ensign Peak Advisors
120
Ensign Peak Advisors
Utah
$111M -$4.86M -16,439 -4%
CAM
121
Cacti Asset Management
Georgia
$110M -$7.39K -25 -0%
HCL
122
Heard Capital LLC
Illinois
$108M +$6.31M +21,335 +6%
BMO
123
Beck Mack & Oliver
New York
$108M +$1.82M +6,165 +2%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$107M -$7.06M -23,885 -6%
SAM
125
Storebrand Asset Management
Norway
$106M -$1.25M -4,234 -1%

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.