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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
CCG
826
Ceeto Capital Group
Florida
$3.35M +$591K +2,000 +19%
FRA
827
Frank Rimerman Advisors
California
$3.32M +$50.8K +172 +1%
SIA
828
Schechter Investment Advisors
Michigan
$3.28M -$543K -1,836 -13%
MPPLM
829
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.28M -$26K -88 -0.7%
PA
830
Profund Advisors
Maryland
$3.28M -$227K -768 -6%
EF
831
Empowered Funds
Pennsylvania
$3.27M -$7.28M -24,624 -67%
BJL
832
Brighton Jones LLC
Washington
$3.26M +$1.66M +5,629 +87%
ILI
833
Invesco LLC (Illinois)
Illinois
$3.25M -$162K -549 -4%
Two Sigma Investments
834
Two Sigma Investments
New York
$3.24M +$15.7K +53 +0.4%
IIL
835
Insight Inv LLC
California
$3.23M +$1.18K +4 +0%
III
836
Independent Investors Inc
New York
$3.23M
WB
837
Webster Bank
Connecticut
$3.23M +$12.7K +43 +0.4%
ZF
838
Zhang Financial
Michigan
$3.23M +$754K +2,552 +27%
SW
839
SVB Wealth
Massachusetts
$3.22M -$196K -662 -5%
CAM
840
Columbia Asset Management
Michigan
$3.2M -$234K -790 -6%
HCA
841
Harbor Capital Advisors
Illinois
$3.17M -$48.8K -165 -1%
FHA
842
First Horizon Advisors
Tennessee
$3.17M +$358K +1,212 +11%
TCOT
843
Trust Company of Toledo
Ohio
$3.17M +$26.6K +90 +0.8%
SPG
844
Strategic Planning Group
Utah
$3.16M +$22.8K +77 +0.7%
ECM
845
Eisler Capital Management
United Kingdom
$3.14M +$3.25M +10,980 +1,573%
RA
846
RFG Advisory
Alabama
$3.14M +$143K +484 +4%
ACP
847
Arcus Capital Partners
Georgia
$3.13M +$11.8K +40 +0.3%
LT
848
Lindsell Train
United Kingdom
$3.12M
IAS
849
Investment Advisory Services
Texas
$3.12M +$4.14K +14 +0.1%
CIG
850
Cullen Investment Group
Louisiana
$3.12M -$76.3K -258 -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.