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American Express Global Business Travel

149 hedge funds and large institutions have $1.74B invested in American Express Global Business Travel in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 56 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

56% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 36

12% more funds holding

Funds holding: 133149 (+16)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.38% less ownership

Funds ownership: 50.83%50.45% (-0.38%)

22% less capital invested

Capital invested by funds: $2.22B → $1.74B (-$479M)

Holders
149
Holders Change
+16
Holders Change %
+12.03%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
36
Increased
56
Reduced
36
Closed
20
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
AE
1
American Express
New York
$1.15B
AMH
2
Apollo Management Holdings
New York
$138M
AM
3
Ares Management
California
$82.7M
Vanguard Group
4
Vanguard Group
Pennsylvania
$67M -$355K -42,141 -0.5%
BlackRock
5
BlackRock
New York
$66.9M +$3.1M +366,977 +4%
CCM
6
Carronade Capital Management
Connecticut
$49.1M -$10.9M -1,287,154 -43%
State Street
7
State Street
Massachusetts
$18M +$344K +40,780 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$17.2M +$459K +54,437 +2%
BPCM
9
Beach Point Capital Management
California
$15.1M -$5.34M -632,798 -23%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$11.9M +$6.35M +752,923 +85%
Millennium Management
11
Millennium Management
New York
$9.96M -$329K -39,048 -3%
Northern Trust
12
Northern Trust
Illinois
$8.24M -$343K -40,673 -3%
Charles Schwab
13
Charles Schwab
California
$5.73M -$190K -22,534 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$5.5M -$4.02M -477,159 -39%
PCM
15
PAR Capital Management
Massachusetts
$5.42M
Goldman Sachs
16
Goldman Sachs
New York
$5.35M +$2.48M +294,527 +67%
AACP
17
Advantage Alpha Capital Partners
California
$5.11M +$2.96M +350,350 +99%
First Trust Advisors
18
First Trust Advisors
Illinois
$4.79M +$2.24M +265,339 +67%
PIP
19
PB Investment Partners
California
$4.45M
Renaissance Technologies
20
Renaissance Technologies
New York
$3.73M +$709K +84,100 +20%
EIM
21
Emmett Investment Management
New York
$3.68M +$2.27M +268,967 +116%
UBS Group
22
UBS Group
Switzerland
$3.39M +$334K +39,603 +9%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$3.31M +$3.82M +453,314 +19,071%
BAM
24
Ballast Asset Management
Texas
$2.89M +$46.9K +5,556 +1%
GSWM
25
Golden State Wealth Management
California
$2.82M +$1.22M +144,303 +59%

GBTG Hedge Fund Activity: Q1 2025 in Review

149 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in American Express Global Business Travel (GBTG) for Q1 2025, worth a combined $1.74B — down 22% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new GBTG positions and 20 closed out — a net gain of 16 holders — while 56 added to existing stakes and 36 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $6.35M. The largest seller was Carronade Capital Management, cutting an estimated $10.9M.

  • 149 institutional investors held American Express Global Business Travel (GBTG) as of Q1 2025, up from 133 in Q4 2024.
  • Funds reported $1.74B of American Express Global Business Travel stock for Q1 2025, down 22% quarter-over-quarter.
  • 36 funds opened new American Express Global Business Travel positions in Q1 2025 and 20 closed out, a net change of +16 holders.
  • The largest American Express Global Business Travel buyer in Q1 2025 was Dimensional Fund Advisors, an estimated $6.35M added.
  • The largest American Express Global Business Travel seller in Q1 2025 was Carronade Capital Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2025.