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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
VI
901
Vestcor Inc
New Brunswick, Canada
$2.84M +$6.5K +22 +0.2%
ACA
902
Aptus Capital Advisors
Alabama
$2.82M +$281K +952 +10%
SJIM
903
St. Johns Investment Management
Florida
$2.82M +$17.4K +59 +0.6%
QI
904
QV Investors
Alberta, Canada
$2.81M -$234K -790 -7%
IAS
905
Insigneo Advisory Services
Florida
$2.81M +$78K +264 +3%
COI
906
Connable Office Inc
Michigan
$2.8M -$53.2K -180 -2%
B
907
Bailard
California
$2.8M +$28.4K +96 +0.9%
SS
908
SBI Securities
Japan
$2.79M +$209K +706 +7%
IWA
909
Icon Wealth Advisors
Texas
$2.79M -$54.4K -184 -2%
O
910
Ossiam
France
$2.79M -$1.2M -4,065 -28%
CPSC
911
Carl P. Sherr & Co
Massachusetts
$2.79M +$312K +1,055 +11%
SC
912
Sawyer & Company
Massachusetts
$2.78M -$287K -972 -9%
EHWM
913
Eads & Heald Wealth Management
Georgia
$2.77M -$177K -600 -6%
PIM
914
Penobscot Investment Management
Massachusetts
$2.76M +$70.6K +239 +2%
ATPW
915
Ashton Thomas Private Wealth
Arizona
$2.76M +$123K +417 +4%
Envestnet Portfolio Solutions
916
Envestnet Portfolio Solutions
Illinois
$2.75M -$1.9M -6,443 -39%
JIC
917
Joel Isaacson & Co
New York
$2.75M +$113K +381 +4%
SCM
918
SOL Capital Management
Maryland
$2.75M
MWM
919
Mission Wealth Management
California
$2.74M +$154K +520 +5%
PMG
920
ProVise Management Group
Florida
$2.74M -$29.6K -100 -1%
HFM
921
Hartford Funds Management
Pennsylvania
$2.73M +$53.5K +181 +2%
Verition Fund Management
922
Verition Fund Management
Connecticut
$2.73M -$2.88M -9,756 -49%
Empower Advisory Group
923
Empower Advisory Group
Colorado
$2.73M +$3.55K +12 +0.1%
HSA
924
HBK Sorce Advisory
Pennsylvania
$2.73M +$140K +474 +5%
WWM
925
Wolff Wiese Magana
California
$2.71M +$36.9K +125 +1%

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.