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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
IVP
926
Intrinsic Value Partners
Arizona
$2.7M -$199K -672 -6%
CCP
927
Cunning Capital Partners
North Carolina
$2.69M -$17.1K -58 -0.6%
VST
928
Van Strum & Towne
California
$2.69M +$517K +1,750 +21%
GIO
929
Galilei Investment Office
United Kingdom
$2.68M
UHC
930
Union Heritage Capital
Michigan
$2.68M
MGIA
931
Moneta Group Investment Advisors
Missouri
$2.68M +$434K +1,469 +17%
HI
932
Horizon Investments
North Carolina
$2.67M +$82.8K +280 +3%
DAM
933
Doheny Asset Management
California
$2.65M +$12.1K +41 +0.4%
KC
934
Knuff & Co
California
$2.65M +$7.98K +27 +0.3%
BFA
935
Buttonwood Financial Advisors
Maryland
$2.65M -$53.5K -181 -2%
PT
936
Plimoth Trust
Massachusetts
$2.64M +$112K +378 +4%
MSA
937
MUFG Securities Americas
New York
$2.64M +$475K +1,608 +20%
QT
938
Quantbot Technologies
New York
$2.64M +$2.9M +9,819 New
IPW
939
Inlet Private Wealth
Florida
$2.64M
XWM
940
Xcel Wealth Management
Florida
$2.63M -$5.91K -20 -0.2%
Jennison Associates
941
Jennison Associates
New York
$2.62M -$1.55M -5,236 -35%
PGAM
942
Princeton Global Asset Management
New Jersey
$2.62M +$2.2M +7,456 +329%
TC
943
TAGStone Capital
North Carolina
$2.61M +$70.9K +240 +3%
PFBT
944
Parkside Financial Bank & Trust
Missouri
$2.61M +$96.4K +326 +3%
MMPW
945
Mitchell McLeod Pugh & Williams
Alabama
$2.61M +$11.8K +40 +0.4%
NAM
946
NTV Asset Management
West Virginia
$2.6M
AG
947
AIA Group
Hong Kong
$2.58M +$2.84M +9,600 New
IFWM
948
Institute for Wealth Management
Colorado
$2.58M +$79.2K +268 +3%
FFA
949
Farther Finance Advisors
California
$2.58M +$1.25M +4,244 +80%
EW
950
Evoke Wealth
California
$2.57M -$18K -61 -0.6%

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.