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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
FCG
2501
Financial Connections Group
California
$44K
TCM
2502
TruNorth Capital Management
Michigan
$43.6K +$21.6K +73 +82%
GA
2503
GoalVest Advisory
New York
$43K -$591 -2 -1%
RWM
2504
Rialto Wealth Management
New York
$43K +$1.48K +5 +3%
TCM
2505
Tradewinds Capital Management
Washington
$42.5K -$1.48K -5 -3%
AF
2506
Abound Financial
California
$41.2K +$45.2K +153 New
PP
2507
PFS Partners
New Jersey
$41.2K +$23.1K +78 +104%
DF
2508
Dunhill Financial
United Kingdom
$41.1K -$13K -44 -22%
MSG
2509
Main Street Group
Virginia
$40.5K
IWP
2510
IAG Wealth Partners
Wisconsin
$40.4K +$44.3K +150 New
WAOTB
2511
Wealth Advisors of Tampa Bay
Florida
$40.4K +$44.3K +150 New
IRAG
2512
Investment Research & Advisory Group
Georgia
$40.1K -$251K -850 -85%
SO
2513
Sierra Ocean
California
$39.1K +$3.55K +12 +9%
1NWS
2514
1 North Wealth Services
Maryland
$37.1K +$40.8K +138 New
CW
2515
Curio Wealth
Maryland
$37.1K -$36.4K -123 -98%
WAM
2516
WFA Asset Management
Wisconsin
$36.7K -$18.9K -64 -28%
NA
2517
Nordwand Advisors
Pennsylvania
$36.3K
CH
2518
Canton Hathaway
Rhode Island
$35K
HFS
2519
Hughes Financial Services
Virginia
$34.6K +$37.8K +128 New
WOC
2520
West Oak Capital
California
$34.6K -$415K -1,405 -10%
VWWMG
2521
Vermillion & White Wealth Management Group
Pennsylvania
$34.5K
RJA
2522
Ross\Johnson & Associates
Minnesota
$33.6K +$7.39K +25 +25%
AIC
2523
Archer Investment Corporation
Indiana
$33.5K +$296 +1 +0.8%
DFA
2524
DHJJ Financial Advisors
Illinois
$31.2K
MMCM
2525
Murphy & Mullick Capital Management
New York
$29.6K -$591 -2 -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.