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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
FFA
2576
Frazier Financial Advisors
Ohio
$7.53K
CWP
2577
Clark Wealth Partners
Illinois
$7.53K -$591 -2 -7%
AF
2578
Aviso Financial
Ontario, Canada
$7.26K
FUBT
2579
First United Bank & Trust
Maryland
$6.73K
AP
2580
Atwood & Palmer
Missouri
$6.46K
PCM
2581
Perritt Capital Management
Illinois
$6.46K +$7.09K +24 New
LIA
2582
Luken Investment Analytics
Tennessee
$5.92K +$6.5K +22 New
YAL
2583
Your Advocates Ltd
Texas
$5.41K
IA
2584
IFS Advisors
Kansas
$5.38K
CIAS
2585
CBIZ Investment Advisory Services
Ohio
$5.38K +$5.91K +20 New
WCM
2586
WealthTrak Capital Management
Virginia
$5.11K -$1.48K -5 -21%
WW
2587
Winnow Wealth
Texas
$4.89K +$1.77K +6 +46%
RPA
2588
Redwood Park Advisors
California
$4.84K
CWM
2589
Crowley Wealth Management
Delaware
$4.3K +$2.37K +8 +100%
WA
2590
WestEnd Advisors
North Carolina
$4.3K +$2.96K +10 +167%
BMC
2591
Bear Mountain Capital
Washington
$4.28K +$1.77K +6 +60%
RBC
2592
Roble Belko & Company
Pennsylvania
$4K +$4.43K +15 New
PS
2593
PayPay Securities
Japan
$3.59K -$591 -2 -13%
KWM
2594
Kiker Wealth Management
Georgia
$3.5K +$3.84K +13 New
PA
2595
Pineridge Advisors
Missouri
$2.96K -$591 -2 -15%
DI
2596
DAGCO Inc
Ohio
$2.96K +$3.25K +11 New
WAS
2597
Winch Advisory Services
Wisconsin
$2.78K
AP
2598
Aspect Partners
Virginia
$2.42K
JFG
2599
JDM Financial Group
Texas
$2.42K
FPF
2600
First Pacific Financial
Washington
$2.15K -$166K -561 -99%

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.