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American Express

2,622 hedge funds and large institutions have $161B invested in American Express in 2025 Q1 according to their latest regulatory filings, with 181 funds opening new positions, 957 increasing their positions, 1,049 reducing their positions, and 158 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

15% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 158

0.35% more ownership

Funds ownership: 84.89%85.25% (+0.35%)

1% less funds holding

Funds holding: 2,6392,622 (-17)

9% less repeat investments, than reductions

Existing positions increased: 957 | Existing positions reduced: 1,049

9% less capital invested

Capital invested by funds: $177B → $161B (-$16.7B)

31% less funds holding in top 10

Funds holding in top 10: 11479 (-35)

Holders
2,622
Holders Change
-17
Holders Change %
-0.64%
% of All Funds
35.09%
Holding in Top 10
79
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-30.7%
% of All Funds
1.06%
New
181
Increased
957
Reduced
1,049
Closed
158
Calls
$2.84B
Puts
$2B
Net Calls
+$839M
Net Calls Change
+$210M

AXP Hedge Fund Activity: Q1 2025 in Review

2,622 of the 7,473 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q1 2025, worth a combined $161B — down 9.4% from $177B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new AXP positions and 158 closed out — a net gain of 23 holders — while 957 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.

  • 2,622 institutional investors held American Express (AXP) as of Q1 2025, down from 2,639 in Q4 2024.
  • Funds reported $161B of American Express stock for Q1 2025, down 9.4% quarter-over-quarter.
  • 181 funds opened new American Express positions in Q1 2025 and 158 closed out, a net change of +23 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.