We are live on ! Find out more
AXP icon

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
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$40.8B
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.3B +$179M +605,900 +1%
BlackRock
3
BlackRock
New York
$12.1B +$320M +1,083,474 +2%
State Street
4
State Street
Massachusetts
$8.01B -$3.3M -11,180 -0%
JP Morgan Chase
5
JP Morgan Chase
New York
$4.94B +$474M +1,604,521 +10%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$4.85B +$641M +2,168,445 +14%
Morgan Stanley
7
Morgan Stanley
New York
$3.57B -$166M -561,869 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.25B +$114M +385,486 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$2.82B -$131M -442,268 -4%
Fisher Asset Management
10
Fisher Asset Management
Washington
$2.41B +$62.4M +211,177 +2%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$2.12B -$200M -676,805 -8%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$1.95B -$344M -1,163,611 -14%
Bank of America
13
Bank of America
North Carolina
$1.84B -$183M -618,158 -8%
Northern Trust
14
Northern Trust
Illinois
$1.8B -$44.7M -151,096 -2%
Norges Bank
15
Norges Bank
Norway
$1.59B -$26.9M -91,100 -2%
N
16
Nuveen
North Carolina
$1.45B -$83.9M -283,994 -5%
UBS AM
17
UBS AM
Illinois
$1.37B +$23.2M +78,538 +2%
Goldman Sachs
18
Goldman Sachs
New York
$1.22B +$220M +744,021 +20%
Artisan Partners
19
Artisan Partners
Wisconsin
$1.21B +$14.9M +50,267 +1%
UBS Group
20
UBS Group
Switzerland
$1.2B +$260M +879,088 +25%
Invesco
21
Invesco
Georgia
$1.16B -$89M -300,949 -7%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.16B -$22.9M -77,474 -2%
Capital World Investors
23
Capital World Investors
California
$1.05B +$61.7M +208,846 +6%
Charles Schwab
24
Charles Schwab
California
$1.04B -$7.16M -24,210 -0.6%
DZ Bank
25
DZ Bank
Germany
$1.03B -$161M -545,898 -13%

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.