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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
FA
801
Fiduciary Alliance
South Carolina
$3.6M -$18.3K -62 -0.5%
GD
802
Grandfield & Dodd
New York
$3.6M -$7.98K -27 -0.2%
SSWM
803
Smith Salley Wealth Management
North Carolina
$3.59M +$52.9K +179 +1%
CC
804
Constitution Capital
Connecticut
$3.58M +$270K +915 +7%
GPFA
805
Game Plan Financial Advisors
Ohio
$3.58M -$1.68M -5,683 -30%
BFO
806
Boston Family Office
Massachusetts
$3.55M +$532K +1,800 +16%
RBA
807
Richard Bernstein Advisors
New York
$3.54M -$193K -654 -5%
BCM
808
Buckhead Capital Management
Georgia
$3.53M -$330K -1,115 -8%
TIAAOA
809
Teachers Insurance & Annuity Association of America
New York
$3.52M -$75.4K -255 -2%
GSB
810
Greenfield Savings Bank
Massachusetts
$3.52M -$10.9K -37 -0.3%
CW
811
CreativeOne Wealth
Kansas
$3.48M +$35.2K +119 +0.9%
SIG
812
Sargent Investment Group
Maryland
$3.47M +$342K +1,158 +10%
TBA
813
Tower Bridge Advisors
Pennsylvania
$3.47M +$132K +447 +4%
CA
814
CoreCap Advisors
Michigan
$3.47M -$1.03M -3,469 -21%
BBA
815
BLB&B Advisors
Pennsylvania
$3.47M -$887 -3 -0%
SWA
816
Strata Wealth Advisors
Texas
$3.46M -$683K -2,311 -15%
AWM
817
AE Wealth Management
Kansas
$3.45M -$199K -673 -5%
CWI
818
Conscious Wealth Investments
Florida
$3.44M -$723K -2,447 -17%
PA
819
Parallel Advisors
California
$3.44M +$2.37K +8 +0.1%
IAM
820
Infusive Asset Management
New York
$3.43M
GWMIA
821
Global Wealth Management Investment Advisory
Florida
$3.4M +$266K +900 +8%
CFO
822
Callan Family Office
Pennsylvania
$3.39M -$243K -822 -6%
FTWA
823
Fifth Third Wealth Advisors
Ohio
$3.37M +$98.4K +333 +3%
JCM
824
Jacobi Capital Management
Pennsylvania
$3.37M -$301K -1,020 -8%
BFG
825
Bleakley Financial Group
New Jersey
$3.36M +$67.7K +229 +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.