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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
AWP
2726
Ascent Wealth Partners
New York
-$214K -720 Closed
CP
2727
Capital Planning
Washington
-$213K -718 Closed
BMCM
2728
Burns Matteson Capital Management
New York
-$213K -717 Closed
FWI
2729
Facet Wealth Inc
Maryland
-$227K -717 Closed
DWM
2730
DecisionMap Wealth Management
Virginia
-$212K -715 Closed
HF
2731
Holcombe Financial
Georgia
-$211K -712 Closed
BWP
2732
BlueStem Wealth Partners
Minnesota
-$210K -709 Closed
FOR
2733
Family Office Research
Maryland
-$209K -703 Closed
HKAM
2734
Horizon Kinetics Asset Management
New York
-$208K -700 Closed
NPA
2735
Nichols & Pratt Advisers
Massachusetts
-$208K -700 Closed
SFFS
2736
Stonehage Fleming Financial Services
Jersey
-$208K -700 Closed
PHWM
2737
Pine Harbor Wealth Management
Maryland
-$207K -699 Closed
PCM
2738
Pointe Capital Management
Michigan
-$207K -699 Closed
SCM
2739
Sebold Capital Management
Illinois
-$205K -692 Closed
VW
2740
Vance Wealth
California
-$204K -687 Closed
GCA
2741
Gradient Capital Advisors
California
-$204K -686 Closed
WHC
2742
Wulff, Hansen & Co
California
-$204K -686 Closed
TWA
2743
Talisman Wealth Advisors
New Jersey
-$200K -676 Closed
EWM
2744
Elmwood Wealth Management
California
-$200K -675 Closed
HFS
2745
Hoge Financial Services
Pennsylvania
-$200K -674 Closed
VHAM
2746
Van Hulzen Asset Management
California
-$199K -670 Closed
VPI
2747
Value Partners Investments
Manitoba, Canada
-$269K -630 Closed
SC
2748
Stance Capital
Massachusetts
-$185K -625 Closed
KBFS
2749
Kohmann Bosshard Financial Services
Ohio
-$182K -613 Closed
FA
2750
Fedenia Advisers
Wisconsin
-$97.9K -330 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.