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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
Carson Wealth (CWM LLC)
551
Carson Wealth (CWM LLC)
Nebraska
$8.17M +$163K +553 +2%
MMA
552
Miracle Mile Advisors
California
$8.15M -$367K -1,243 -4%
DA
553
DCM Advisors
New York
$8.11M -$652K -2,207 -7%
BCM
554
Banyan Capital Management
Georgia
$8.11M -$894K -3,026 -9%
CI
555
Ceera Investments
Texas
$8.07M -$22.2K -75 -0.2%
CA
556
Commerzbank Aktiengesellschaft
Germany
$8.04M +$2.38M +8,053 +37%
LSERS
557
Louisiana State Employees Retirement System
Louisiana
$8.02M -$29.6K -100 -0.3%
PBC
558
Pavion Blue Capital
California
$8M -$64.4K -218 -0.7%
IG
559
ING Group
Netherlands
$7.95M -$5.22M -17,658 -37%
SF
560
Summit Financial
New Jersey
$7.94M +$5.5M +18,593 +170%
SAM
561
Securian Asset Management
Minnesota
$7.93M -$134K -454 -2%
BFG
562
Birch Financial Group
New Hampshire
$7.86M +$58.8K +199 +0.7%
BIP
563
Bouvel Investment Partners
Pennsylvania
$7.84M -$120K -406 -1%
BEI
564
Benjamin Edwards Inc
Missouri
$7.76M -$3.05M -10,303 -26%
RGC
565
Redwood Grove Capital
California
$7.71M
EWA
566
EP Wealth Advisors
California
$7.64M +$518K +1,754 +7%
PAS
567
Park Avenue Securities
New York
$7.53M +$807K +2,729 +11%
Hudson Bay Capital Management
568
Hudson Bay Capital Management
Connecticut
$7.52M +$8.26M +27,942 New
MWA
569
MFA Wealth Advisors
Pennsylvania
$7.49M -$189K -641 -2%
BA
570
Bridgewater Associates
Connecticut
$7.48M +$7.09M +23,984 +630%
Jacobs Levy Equity Management
571
Jacobs Levy Equity Management
New Jersey
$7.46M +$8.2M +27,744 New
BPC
572
Bearing Point Capital
Minnesota
$7.46M +$145K +490 +2%
JEST
573
JTC Employer Solutions Trustee
Jersey
$7.4M
Assenagon Asset Management
574
Assenagon Asset Management
Luxembourg
$7.38M +$310K +1,049 +4%
AUB
575
Atlantic Union Bankshares
Virginia
$7.37M -$509K -1,722 -6%

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.