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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
Manulife (Manufacturers Life Insurance)
126
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$105M -$11.9M -40,270 -9%
Swedbank
127
Swedbank
Sweden
$104M -$7.13M -24,118 -6%
Retirement Systems of Alabama
128
Retirement Systems of Alabama
Alabama
$103M -$1.25M -4,215 -1%
Dodge & Cox
129
Dodge & Cox
California
$101M -$7.44M -25,168 -6%
Neuberger Berman Group
130
Neuberger Berman Group
New York
$98.9M +$7.63M +25,811 +8%
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$97.5M -$6.01M -20,339 -5%
KeyBank National Association
132
KeyBank National Association
Ohio
$97M +$3.1M +10,481 +3%
Man Group
133
Man Group
United Kingdom
$95.9M +$27.7M +93,702 +36%
D.E. Shaw & Co
134
D.E. Shaw & Co
New York
$95.7M -$11.1M -37,554 -10%
Mitsubishi UFJ Trust & Banking
135
Mitsubishi UFJ Trust & Banking
Japan
$95.1M +$4.12M +13,950 +4%
Toronto Dominion Bank
136
Toronto Dominion Bank
Ontario, Canada
$94.9M +$44.3M +149,738 +74%
State of Wisconsin Investment Board
137
State of Wisconsin Investment Board
Wisconsin
$94.6M +$5.82M +19,691 +6%
LF
138
Lansforsakringar Fondforvaltning
Sweden
$94.5M -$19.7M -66,700 -16%
GLA
139
Great Lakes Advisors
Illinois
$93.4M +$424K +1,435 +0.4%
CIC
140
Crawford Investment Counsel
Georgia
$92.5M -$6.63M -22,440 -6%
Asset Management One
141
Asset Management One
Japan
$90.9M +$6.15M +20,801 +7%
Allianz Asset Management
142
Allianz Asset Management
Germany
$90.4M -$68M -230,007 -41%
BHC
143
Bowen Hanes & Co
Florida
$89.4M -$1.26M -4,250 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
144
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$89.4M +$38M +128,617 +63%
SMDAM
145
Sumitomo Mitsui DS Asset Management
Japan
$89.3M +$4.9M +16,588 +5%
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$88.9M +$724K +2,451 +0.7%
SEI Investments
147
SEI Investments
Pennsylvania
$86.8M -$1.63M -5,518 -2%
CS
148
Candriam SCA
Luxembourg
$86.4M -$5.83M -19,723 -6%
Kovitz Investment Group Partners
149
Kovitz Investment Group Partners
Illinois
$86M -$52.1M -176,363 -36%
AQR Capital Management
150
AQR Capital Management
Connecticut
$85.8M +$28.2M +95,305 +41%

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.