We are live on ! Find out more
AXP icon

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
MOS
576
MGO One Seven
Ohio
$7.34M +$659K +2,231 +9%
Bessemer Group
577
Bessemer Group
New Jersey
$7.26M -$4.38M -14,826 -35%
BWAM
578
Boyd Watterson Asset Management
Ohio
$7.25M -$368K -1,246 -4%
GP
579
Guardian Partners
Canada
$7.24M -$261K -882 -3%
CTC
580
Central Trust Company
Missouri
$7.24M -$882K -2,984 -10%
TI
581
Trexquant Investment
Connecticut
$7.21M +$7.92M +26,785 New
CCG
582
Chatham Capital Group
Georgia
$7.18M +$245K +830 +3%
CT
583
Coastline Trust
Rhode Island
$7.17M -$75.1K -254 -0.9%
CWP
584
Cyndeo Wealth Partners
Florida
$7.16M +$7.16M +24,236 +1,017%
RWP
585
RWA Wealth Partners
Massachusetts
$7.12M -$407K -1,377 -5%
FMTC
586
Farmers & Merchants Trust Company
California
$7.12M -$111K -377 -1%
ASN
587
Advisory Services Network
Georgia
$7.07M -$1.06M -3,590 -12%
NAAA
588
New Age Alpha Advisors
New York
$7.03M -$7.4M -25,024 -49%
FG
589
Foster Group
Iowa
$7.03M +$86.6K +293 +1%
NMERB
590
New Mexico Educational Retirement Board
New Mexico
$6.99M -$236K -800 -3%
MSRPS
591
Maryland State Retirement & Pension System
Maryland
$6.98M -$1.26M -4,252 -14%
RAM
592
Riggs Asset Management
Pennsylvania
$6.96M -$8.87K -30 -0.1%
AC
593
Allstate Corporation
Illinois
$6.96M +$2.64M +8,936 +53%
RIM
594
Reliant Investment Management
Tennessee
$6.92M -$111K -375 -1%
AAS
595
Avantax Advisory Services
Texas
$6.91M -$181K -614 -2%
GC
596
Guggenheim Capital
Illinois
$6.89M -$570K -1,928 -7%
ANTB
597
AMG National Trust Bank
Colorado
$6.88M -$26.6K -90 -0.4%
BF
598
BOK Financial
Oklahoma
$6.85M +$78.3K +265 +1%
NW
599
NewEdge Wealth
Pennsylvania
$6.84M -$201K -680 -3%
ADL
600
Asset Dedication LLC
California
$6.82M -$287K -971 -4%

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.