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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
OIA
2601
Optimum Investment Advisors
Illinois
$2.15K +$2.37K +8 New
PWM
2602
Parkworth Wealth Management
California
$1.88K
CAM
2603
Chesapeake Asset Management
New York
$1.88K +$296 +1 +17%
BFS
2604
Bare Financial Services
Pennsylvania
$1.88K +$2.07K +7 New
RWA
2605
Redmont Wealth Advisors
Illinois
$1.88K +$2.07K +7 New
NWMP
2606
Noble Wealth Management PBC
Colorado
$1.61K
PWA
2607
Principia Wealth Advisory
Texas
$1.57K -$2.66K -9 -60%
HC
2608
Hara Capital
Washington
$1.34K +$1.48K +5 New
BGWM
2609
Bridge Generations Wealth Management
Florida
$1.08K +$1.18K +4 New
HIA
2610
HFM Investment Advisors
New Jersey
$1.08K +$1.18K +4 New
DWM
2611
Dogwood Wealth Management
Kansas
$1.08K +$1.18K +4 New
PCTC
2612
Perkins Coie Trust Company
Washington
$1.08K +$1.18K +4 New
TFA
2613
Transamerica Financial Advisors
Florida
$1K
CFP
2614
Comprehensive Financial Planning
Pennsylvania
$269
IWM
2615
Inlight Wealth Management
Georgia
$269 +$296 +1 New
BGIM
2616
Brandywine Global Investment Management
Pennsylvania
-$148M -497,579 Closed
WRBC
2617
W.R. Berkley Corp
Connecticut
-$29.7M -100,000 Closed
Wolverine Trading
2618
Wolverine Trading
Illinois
-$20.2M -67,929 Closed
CCP
2619
Clifford Capital Partners
Utah
-$14.2M -47,691 Closed
AFA
2620
Abacus FCF Advisors
Florida
-$12.8M -43,121 Closed
CLGM
2621
Capitolis Liquid Global Markets
New York
-$8.9M -30,000 Closed
LOAME
2622
Lombard Odier Asset Management (Europe)
United Kingdom
-$8.6M -28,988 Closed
DF
2623
DNCA Finance
France
-$8.52M -28,724 Closed
LF
2624
Longbow Finance
Switzerland
-$6.87M -23,144 Closed
DK
2625
DJE Kapital
Germany
-$5.93M -20,000 Closed

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.