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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
ISFAN
2676
Investor's Fiduciary Advisor Network
Washington
-$452K -1,525 Closed
IQI
2677
Integrated Quantitative Investments
Washington
-$442K -1,490 Closed
TCBWMS
2678
Texas Capital Bank Wealth Management Services
Texas
-$413K -1,391 Closed
CAM
2679
CenterStar Asset Management
Illinois
-$402K -1,356 Closed
CIAM
2680
Caitong International Asset Management
Hong Kong
-$397K -1,337 Closed
TC
2681
Taika Capital
Florida
-$377K -1,270 Closed
FTUS
2682
Flow Traders U.S.
New York
-$371K -1,251 Closed
LWM
2683
Lionshead Wealth Management
New York
-$369K -1,242 Closed
CNTOF
2684
Canandaigua National Trust of Florida
New York
-$361K -1,216 Closed
WRM
2685
Weybosset Research & Management
Rhode Island
-$341K -1,150 Closed
SI
2686
Seeds Investor
New York
-$329K -1,108 Closed
PIAS
2687
PCA Investment Advisory Services
Ohio
-$314K -1,059 Closed
SPWM
2688
Spartan Planning & Wealth Management
North Carolina
-$314K -1,058 Closed
GCM
2689
Gallacher Capital Management
Colorado
-$311K -1,049 Closed
RIA
2690
Regal Investment Advisors
Michigan
-$291K -980 Closed
CVA
2691
Central Valley Advisors
California
-$287K -967 Closed
LJHT
2692
Laurie J. Hall Trustee
-$280K -944 Closed
ZI
2693
ZEGA Investments
Florida
-$298K -928 Closed
FHC
2694
First Heartland Consultants
Missouri
-$271K -913 Closed
RWA
2695
Roberts Wealth Advisors
California
-$281K -900 Closed
BCG
2696
Bravias Capital Group
New Jersey
-$284K -895 Closed
CFSG
2697
Clark Financial Services Group
Missouri
-$256K -864 Closed
LAM
2698
Longboard Asset Management
Arizona
-$255K -860 Closed
GCM
2699
Graham Capital Management
Connecticut
-$253K -852 Closed
CRWM
2700
Castle Rock Wealth Management
California
-$265K -851 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.