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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
AIA
2701
Angeles Investment Advisors
California
-$252K -850 Closed
RCP
2702
Rothschild Capital Partners
New York
-$246K -830 Closed
CP
2703
Castleview Partners
Texas
-$244K -819 Closed
TA
2704
TrueWealth Advisors
Alabama
-$242K -815 Closed
NWWA
2705
New Wave Wealth Advisors
Arkansas
-$234K -787 Closed
4WM
2706
49 Wealth Management
Texas
-$230K -776 Closed
AFA
2707
American Financial Advisors
Georgia
-$229K -771 Closed
CJL
2708
Cyrus J. Lawrence
New York
-$223K -754 Closed
MCA
2709
Magnolia Capital Advisors
Mississippi
-$223K -752 Closed
LA
2710
LexAurum Advisors
Kansas
-$223K -751 Closed
FA
2711
Fiducient Advisors
Illinois
-$221K -743 Closed
4A
2712
4Wealth Advisors
Illinois
-$220K -740 Closed
RPSA
2713
Richard P. Slaughter Associates
Texas
-$219K -737 Closed
BTWM
2714
Baker Tilly Wealth Management
Wisconsin
-$218K -736 Closed
HA
2715
Hofer & Associates
California
-$217K -733 Closed
SPP
2716
Single Point Partners
Massachusetts
-$217K -732 Closed
MMM
2717
Mendel Money Management
Illinois
-$217K -731 Closed
KWA
2718
Kellett Wealth Advisors
Ohio
-$216K -729 Closed
CGA
2719
Crescent Grove Advisors
Illinois
-$215K -726 Closed
PVAMC
2720
PPS&V Asset Management Consultants
Michigan
-$215K -724 Closed
WSWA
2721
Warren Street Wealth Advisors
California
-$215K -724 Closed
WFA
2722
WestHill Financial Advisors
California
-$215K -723 Closed
SPFA
2723
Summit Place Financial Advisors
New Jersey
-$214K -722 Closed
OBGC
2724
O'Brien Greene & Co
Pennsylvania
-$214K -721 Closed
ST
2725
Somerset Trust
Pennsylvania
-$214K -721 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.