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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
GT
726
Glenview Trust
Kentucky
$4.53M -$143K -483 -3%
RCA
727
Resonant Capital Advisors
Wisconsin
$4.52M -$47.3K -160 -0.9%
PNC
728
Park National Corp
Ohio
$4.5M -$158K -534 -3%
AWM
729
Apollon Wealth Management
South Carolina
$4.49M +$182K +617 +4%
CCM
730
Cullen Capital Management
New York
$4.48M -$149K -504 -3%
BFA
731
Bill Few Associates
Pennsylvania
$4.48M -$83.6K -283 -2%
CCA
732
Catalyst Capital Advisors
New York
$4.47M -$158K -535 -3%
HTC
733
Haverford Trust Company
Pennsylvania
$4.47M -$445K -1,507 -8%
SWM
734
Salvus Wealth Management
New Jersey
$4.46M -$1.21M -4,084 -20%
WA
735
WP Advisors
California
$4.46M +$50K +169 +1%
ECM
736
Everence Capital Management
Indiana
$4.44M -$949K -3,210 -16%
BPC
737
Banque Pictet & Cie
Switzerland
$4.42M -$1.21M -4,108 -20%
LJCM
738
Lee Johnson Capital Management
Texas
$4.42M +$87.8K +297 +2%
SWP
739
Sagespring Wealth Partners
Tennessee
$4.38M +$859K +2,905 +22%
GHAM
740
Gilman Hill Asset Management
Connecticut
$4.36M -$15.4K -52 -0.3%
NRG
741
Nemes Rush Group
Michigan
$4.36M -$62.4K -211 -1%
DAS
742
Dynamic Advisor Solutions
Arizona
$4.35M +$158K +534 +3%
HWAM
743
Hennion & Walsh Asset Management
New Jersey
$4.34M +$59.4K +201 +1%
KRSITF
744
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.34M -$4.88M -16,507 -51%
IAM
745
Impact Asset Management
$4.32M
KCM
746
Kanawha Capital Management
Virginia
$4.31M +$166K +561 +4%
BAM
747
Brave Asset Management
New Jersey
$4.31M
TW
748
Trajan Wealth
Arizona
$4.3M +$578K +1,955 +14%
BT
749
Banque Transatlantique
France
$4.3M +$1.09M +3,698 +30%
VA
750
Vident Advisory
Georgia
$4.29M +$1.55M +5,230 +49%

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.