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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
RFS
2476
Richardson Financial Services
Massachusetts
$58.9K -$17.7K -60 -22%
EWA
2477
EQ Wealth Advisors
Texas
$57.8K +$63.5K +215 New
JFA
2478
JNBA Financial Advisors
Minnesota
$57.6K
FAM
2479
Flaharty Asset Management
Florida
$56.2K +$61.8K +209 New
CAWM
2480
Capital A Wealth Management
Pennsylvania
$55.5K -$50.8K -172 -46%
JGIA
2481
Jackson Grant Investment Advisers
Connecticut
$54.6K
ACA
2482
Atlas Capital Advisors
Wyoming
$54.6K +$2.96K +10 +5%
CCC
2483
Chelsea Counsel Company
California
$53.8K
NRWA
2484
North Ridge Wealth Advisors
Oregon
$53.8K
SA
2485
SRH Advisors
Kansas
$53.8K
RWML
2486
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$52.9K -$2.37K -8 -4%
IFS
2487
Intelligent Financial Strategies
Minnesota
$52.2K
GP
2488
Greenline Partners
New York
$51.9K +$3.84K +13 +7%
OAJ
2489
Ogorek Anthony Joseph
New York
$51K +$37.2K +126 +194%
RF
2490
Robinswood Financial
Washington
$49K +$41.7K +141 +344%
RFG
2491
REAP Financial Group
Texas
$48.8K +$23.1K +78 +76%
NIM
2492
Nexus Investment Management
Ontario, Canada
$48.4K +$36.9K +125 New
RF
2493
Roxbury Financial
New Jersey
$47.7K +$296 +1 +0.6%
GWSG
2494
GPS Wealth Strategies Group
Colorado
$47.6K +$12.4K +42 +31%
FNWA
2495
Financial Network Wealth Advisors
Utah
$46.4K +$43.2K +146 +541%
CWP
2496
Concord Wealth Partners
Virginia
$46.3K
RF
2497
Rossby Financial
Florida
$46.1K +$51.4K +174 New
Loomis, Sayles & Company
2498
Loomis, Sayles & Company
Massachusetts
$46K -$27.8K -94 -35%
RTC
2499
Riverview Trust Company
Washington
$45.5K -$2.66K -9 -5%
AWM
2500
Abound Wealth Management
Tennessee
$45.4K +$1.18K +4 +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.