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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
HT
601
Heritage Trust
Oklahoma
$6.74M -$475K -1,606 -6%
RC
602
Roundview Capital
New Jersey
$6.61M -$17.7K -60 -0.2%
PWMAG
603
Pinnacle Wealth Management Advisory Group
New Jersey
$6.56M +$256K +867 +4%
ACM
604
Adalta Capital Management
New York
$6.56M -$118K -400 -2%
OBAM
605
ODDO BHF Asset Management
France
$6.56M -$401K -1,355 -5%
HI
606
Hendershot Investments
Virginia
$6.55M -$1.18K -4 -0%
EOJOAM
607
E. Ohman J:or Asset Management
Sweden
$6.54M -$488K -1,650 -6%
CSP
608
Cary Street Partners
Virginia
$6.54M -$236K -799 -3%
VVP
609
Venture Visionary Partners
Ohio
$6.52M +$68.9K +233 +1%
KWM
610
Kingsview Wealth Management
Oregon
$6.51M +$408K +1,379 +6%
SCP
611
Seizert Capital Partners
Michigan
$6.51M -$3.14M -10,613 -31%
SF
612
Synovus Financial
Georgia
$6.51M +$194K +657 +3%
SC
613
Savant Capital
Illinois
$6.5M -$5.07M -17,149 -42%
ABTD
614
Arvest Bank Trust Division
Oklahoma
$6.49M +$7.13M +24,121 New
AIM
615
Arcadia Investment Management
Michigan
$6.48M -$374K -1,266 -5%
JWCA
616
J.W. Cole Advisors
Florida
$6.48M +$3.21M +10,852 +82%
CP
617
CenterBook Partners
Connecticut
$6.44M +$894K +3,025 +14%
MCM
618
Marsico Capital Management
Colorado
$6.41M -$7.56M -25,577 -52%
IC
619
IEQ Capital
California
$6.39M -$855K -2,892 -11%
TCOV
620
Trust Company of Vermont
Vermont
$6.35M +$133K +449 +2%
SCM
621
Silvant Capital Management
Georgia
$6.34M +$83.9K +284 +1%
BBNA
622
Bremer Bank National Association
Minnesota
$6.34M +$327K +1,106 +5%
FIB
623
First Interstate Bank
Montana
$6.33M -$420K -1,420 -6%
FCH
624
Freestone Capital Holdings
Washington
$6.26M +$7.09K +24 +0.1%
CFSG
625
Community Financial Services Group
Vermont
$6.24M -$81.3K -275 -1%

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.