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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
OFG
2651
OmniStar Financial Group
North Carolina
-$1.02M -3,429 Closed
LP
2652
LGL Partners
Pennsylvania
-$993K -3,344 Closed
CMANY
2653
Capital Management Associates (New York)
New York
-$989K -3,332 Closed
WP
2654
WMS Partners
Maryland
-$958K -3,228 Closed
AWA
2655
Authentikos Wealth Advisory
California
-$890K -3,000 Closed
CFM
2656
Catalyst Funds Management
Australia
-$890K -3,000 Closed
BIP
2657
Blueprint Investment Partners
North Carolina
-$849K -2,860 Closed
I
2658
InceptionR
California
-$810K -2,729 Closed
N
2659
Numerai
California
-$806K -2,715 Closed
AIS
2660
Accredited Investor Services
Minnesota
-$758K -2,553 Closed
WLG
2661
Williamson Legacy Group
Indiana
-$727K -2,449 Closed
CRI
2662
Colonial River Investments
Virginia
-$717K -2,416 Closed
MFS
2663
Miller Financial Services
Michigan
-$700K -2,360 Closed
LCM
2664
Landscape Capital Management
New Jersey
-$664K -2,238 Closed
YC
2665
Yarbrough Capital
Tennessee
-$641K -2,161 Closed
SPI
2666
Sutton Place Investors
New York
-$622K -2,097 Closed
MIM
2667
Morningstar Investment Management
Illinois
-$614K -2,070 Closed
WHCI
2668
W.H. Cornerstone Investments
Massachusetts
-$600K -2,020 Closed
GCM
2669
Greenland Capital Management
New York
-$594K -2,000 Closed
TAA
2670
TB Alternative Assets
Cayman Islands
-$589K -1,985 Closed
SGI
2671
Summit Global Investments
Utah
-$571K -1,924 Closed
NA
2672
Nottingham Advisors
New York
-$517K -1,742 Closed
AIM
2673
Aigen Investment Management
New York
-$488K -1,643 Closed
OCM
2674
Objective Capital Management
Ohio
-$460K -1,551 Closed
BOM
2675
Bank of Marin
California
-$459K -1,545 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.