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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
PEAK6
201
PEAK6
Illinois
$49.7M -$27.5M -92,957 -33%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$49.4M -$401K -1,355 -0.6%
Creative Planning
203
Creative Planning
Kansas
$49.4M +$3.85M +13,022 +8%
SBCM
204
Schwerin Boyle Capital Management
Massachusetts
$49.2M -$2.64M -8,934 -5%
TRSOTSOK
205
Teachers Retirement System of the State of Kentucky
Kentucky
$49.1M -$24.9M -84,184 -32%
Focus Partners Wealth
206
Focus Partners Wealth
Massachusetts
$49.1M -$4.73M -15,996 -8%
RAM
207
Resona Asset Management
Japan
$49M +$3.56M +12,052 +7%
Rafferty Asset Management
208
Rafferty Asset Management
New York
$49M -$4.25M -14,388 -7%
BTCPP
209
Border to Coast Pensions Partnership
United Kingdom
$48.9M
Baird Financial Group
210
Baird Financial Group
Wisconsin
$48.4M +$5.74M +19,425 +12%
Cerity Partners
211
Cerity Partners
New York
$47.8M +$7.38M +24,966 +16%
AIMCA
212
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$47.4M -$2.66M -9,000 -5%
VOYA Investment Management
213
VOYA Investment Management
Georgia
$47.1M +$5.1M +17,265 +11%
DP
214
Dundas Partners
United Kingdom
$46.9M
BBVA
215
Banco Bilbao Vizcaya Argentaria
Spain
$46.4M -$527K -1,782 -1%
RMA
216
Roffman Miller Associates
Pennsylvania
$46M -$1.31M -4,421 -3%
Daiwa Securities Group
217
Daiwa Securities Group
Japan
$46M +$5.92M +20,033 +13%
M&T Bank
218
M&T Bank
New York
$45.5M -$1.59M -5,387 -3%
ZIC
219
ZWJ Investment Counsel
Georgia
$45.4M -$1.85M -6,243 -4%
Citadel Advisors
220
Citadel Advisors
Florida
$45.3M -$16.6M -56,089 -25%
PFPT
221
Pinnacle Financial Partners (Tennessee)
Tennessee
$45.2M +$668K +2,259 +1%
PA
222
Pinnacle Associates
New York
$45.2M +$539K +1,824 +1%
Comerica Bank
223
Comerica Bank
Texas
$45.2M +$998K +3,376 +2%
GLF
224
Groupe la Francaise
France
$45M +$13.1M +44,245 +36%
RBI
225
Raiffeisen Bank International
Austria
$44.9M +$1.01M +3,426 +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.