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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
KW
876
KWB Wealth
California
$2.98M +$2.96K +10 +0.1%
PCS
877
Personal CFO Solutions
New Jersey
$2.98M -$87.2K -295 -3%
ALAM
878
Asahi Life Asset Management
Japan
$2.97M +$630K +2,132 +24%
LSA
879
Leonteq Securities AG
Switzerland
$2.97M -$1.79M -6,049 -35%
GFA
880
Gifford Fong Associates
California
$2.96M
ACIM
881
Azimuth Capital Investment Management
Michigan
$2.94M -$157K -532 -5%
PFSC
882
Peoples Financial Services Corp
Pennsylvania
$2.94M -$101K -343 -3%
TBT
883
Texas Bank & Trust
Texas
$2.93M +$103K +350 +3%
VIM
884
Vinva Investment Management
Australia
$2.93M +$355K +1,201 +12%
SPC
885
Sigma Planning Corp
Michigan
$2.92M +$57.6K +195 +2%
VWM
886
Venturi Wealth Management
Texas
$2.91M -$102K -346 -3%
GIA
887
Gladstone Institutional Advisory
Florida
$2.91M -$1.64M -5,536 -34%
Impax Asset Management Group
888
Impax Asset Management Group
United Kingdom
$2.9M -$42.6K -144 -1%
RG
889
Rathbones Group
United Kingdom
$2.9M +$13K +44 +0.4%
WPC
890
Wedmont Private Capital
Pennsylvania
$2.9M +$43.7K +148 +1%
MNBTD
891
Moody National Bank Trust Division
Texas
$2.9M -$29.6K -100 -0.9%
ST
892
Smithfield Trust
Pennsylvania
$2.9M -$102K -346 -3%
IA
893
IFP Advisors
Florida
$2.89M +$1.75M +5,924 +122%
GLR
894
Great Lakes Retirement
Ohio
$2.88M +$57.6K +195 +2%
LSA
895
L & S Advisors
California
$2.88M -$4.57M -15,472 -59%
V
896
ValueWorks
New York
$2.88M +$32.5K +110 +1%
PFA
897
Peak Financial Advisors
Colorado
$2.86M -$21K -71 -0.7%
PWP
898
Private Wealth Partners
California
$2.85M -$201K -680 -6%
PDM
899
Penn Davis McFarland
Texas
$2.85M -$6.5K -22 -0.2%
SW
900
Solidarity Wealth
Utah
$2.85M +$3.13M +10,575 New

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.