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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
CAS
2751
Coppell Advisory Solutions
Texas
-$88.6K -298 Closed
AWM
2752
Accredited Wealth Management
Kentucky
-$81.8K -275 Closed
WCM
2753
Winthrop Capital Management
Indiana
-$68K -230 Closed
FW
2754
Fairway Wealth
Ohio
-$59.4K -200 Closed
TCG
2755
Transcendent Capital Group
Oklahoma
-$59.4K -200 Closed
WWA
2756
Wingate Wealth Advisors
Massachusetts
-$56.4K -190 Closed
AIP
2757
Arrowpoint Investment Partners
Singapore
-$53.4K -180 Closed
FWM
2758
FLP Wealth Management
Arkansas
-$41.2K -139 Closed
FLP
2759
Financial Life Planners
Arizona
-$38.3K -129 Closed
DWA
2760
Delos Wealth Advisors
Texas
-$37.4K -126 Closed
SIP
2761
Sellwood Investment Partners
Oregon
-$32.6K -110 Closed
TAM
2762
Tucker Asset Management
Colorado
-$30.6K -103 Closed
UFF
2763
USA Financial Formulas
Michigan
-$15.7K -53 Closed
FIA
2764
FPC Investment Advisory
California
-$13.3K -42 Closed
AIP
2765
Alexis Investment Partners
Texas
-$11.9K -40 Closed
MA
2766
Modus Advisors
Minnesota
-$8.01K -27 Closed
CJ
2767
Caitlin John
Michigan
-$7.54K -25 Closed
CF
2768
Conquis Financial
California
-$5.34K -18 Closed
PPA
2769
Painted Porch Advisors
California
-$4.16K -14 Closed
SR
2770
Syntax Research
Florida
-$1.49K -5 Closed
SMAM
2771
Sugar Maple Asset Management
Wisconsin
-$1.19K -4 Closed
DP
2772
Denver PWM
Colorado
-$891 -3 Closed
LP
2773
LMR Partners
United Kingdom
-$890 -3 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.