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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
MWM
2526
MorganRosel Wealth Management
Colorado
$28.8K +$31.6K +107 New
CWM
2527
Cranbrook Wealth Management
Michigan
$28.3K +$5.32K +18 +21%
GFL
2528
Granite FO LLC
New Hampshire
$28K
ACA
2529
American Capital Advisory
Idaho
$27.1K
AWM
2530
Atticus Wealth Management
Florida
$26.9K
SCA
2531
Stuart Chaussee & Associates
California
$26.9K
IMC
2532
Investment Management Corporation
Virginia
$26.1K
STB
2533
S&T Bank
Pennsylvania
$24.5K +$1.77K +6 +7%
RWM
2534
Ruedi Wealth Management
Illinois
$24.2K
SG
2535
Strid Group
Pennsylvania
$24.2K +$26.6K +90 New
AFG
2536
Albion Financial Group
Utah
$23.9K -$30.4K -103 -54%
MSWM
2537
Mowery & Schoenfeld Wealth Management
Illinois
$23.7K
ECM
2538
Estabrook Capital Management
New York
$19.9K -$2.96K -10 -12%
PMIM
2539
Prudent Man Investment Management
Colorado
$19K
PPC
2540
Park Place Capital
Alabama
$18.6K -$9.16K -31 -31%
BFPW
2541
BOK Financial Private Wealth
Colorado
$17.8K -$7.39K -25 -27%
ACM
2542
Anfield Capital Management
California
$16.9K
SIC
2543
SJS Investment Consulting
Ohio
$16.7K +$4.43K +15 +32%
RL
2544
Rogco LP
Oklahoma
$16.1K
GCGDR
2545
Geo Capital Gestora de Recursos
Brazil
$16K -$5.03K -17 -22%
HC
2546
Hurley Capital
New York
$15.3K +$887 +3 +6%
PP
2547
Pacifica Partners
Canada
$14.6K +$4.14K +14 +31%
DPW
2548
DiNuzzo Private Wealth
Pennsylvania
$13.7K +$296 +1 +2%
ETS
2549
ESL Trust Services
New York
$13.5K
LWMI
2550
Legacy Wealth Management (Idaho)
Idaho
$13.5K

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.