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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
BFA
776
Benedict Financial Advisors
Georgia
$3.94M -$109K -370 -2%
BFIM
777
Beese Fulmer Investment Management
Ohio
$3.93M -$59.4K -201 -1%
ACP
778
Aviance Capital Partners
Florida
$3.91M -$103K -350 -2%
S
779
SignatureFD
Georgia
$3.91M +$36.4K +123 +0.9%
SC
780
SouthState Corp
Florida
$3.87M +$202K +682 +5%
IFG
781
Independent Financial Group
California
$3.87M -$81.3K -275 -2%
TH
782
TCTC Holdings
Texas
$3.83M -$13K -44 -0.3%
TAM
783
Taurus Asset Management
New York
$3.82M -$88.7K -300 -2%
GIM
784
Goelzer Investment Management
Indiana
$3.81M -$57.6K -195 -1%
LTAS
785
Linden Thomas Advisory Services
North Carolina
$3.81M +$315K +1,065 +8%
CPBTD
786
Central Pacific Bank - Trust Division
Hawaii
$3.8M -$1.1M -3,714 -21%
BFA
787
Brendel Financial Advisors
New Hampshire
$3.77M
TFA
788
Teamwork Financial Advisors
Texas
$3.75M -$1.27M -4,285 -24%
EWM
789
Evercore Wealth Management
New York
$3.72M -$60.3K -204 -1%
AWM
790
Avior Wealth Management
Nebraska
$3.72M -$88.4K -299 -2%
TPCW
791
TD Private Client Wealth
New York
$3.72M -$296 -1 -0%
CCM
792
Coldstream Capital Management
Washington
$3.71M -$342K -1,156 -8%
MAS
793
Meeder Advisory Services
Ohio
$3.71M +$67.4K +228 +2%
GRQ
794
Gardner Russo & Quinn
Pennsylvania
$3.67M -$342K -1,158 -8%
CC
795
Chicago Capital
Illinois
$3.67M +$81.3K +275 +2%
JAG
796
Journey Advisory Group
Kentucky
$3.66M +$4.02M +13,611 New
CWM
797
Compass Wealth Management
Connecticut
$3.65M -$152K -515 -4%
OAM
798
Oppenheimer Asset Management
New York
$3.65M -$1.53M -5,167 -28%
OC
799
Optimas Capital
Hong Kong
$3.63M -$207K -700 -5%
AWA
800
Arete Wealth Advisors
Illinois
$3.61M -$88.4K -299 -2%

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.