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American Express
AXP

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: 2,634 → 2,614 (-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: 114 → 79 (-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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$641M
2
JP Morgan Chase
JP Morgan Chase
New York
+$474M
3
BlackRock
BlackRock
New York
+$320M
4
UBS Group
UBS Group
Switzerland
+$260M
5
Barclays
Barclays
United Kingdom
+$232M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$344M
2
LP
Longview Partners
Guernsey
-$205M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$200M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$197M
5
Bank of America
Bank of America
North Carolina
-$183M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
976
Mengis Capital Management
Oregon
$2.44M – – –
IA
977
IFC Advisors
California
$2.43M -$8.57K -29 -0.3%
PA
978
Procyon Advisors
Connecticut
$2.43M +$200K +677 +8%
PWP
979
Principle Wealth Partners
Connecticut
$2.43M +$202K +685 +8%
BIA
980
Bigelow Investment Advisors
Maine
$2.42M -$65K -220 -2%
BAM
981
Berkshire Asset Management
Pennsylvania
$2.42M +$324K +1,097 +15%
BO
982
Bank OZK
Arkansas
$2.41M +$450K +1,521 +20%
SWMG
983
Signature Wealth Management Group
Georgia
$2.39M -$25.1K -85 -0.9%
NFA
984
Northern Financial Advisors
Michigan
$2.39M -$5.91K -20 -0.2%
FTF
985
Freedom Together Foundation
New York
$2.38M – – –
WGCA
986
Wolf Group Capital Advisors
Virginia
$2.38M -$688K -2,327 -21%
NAG
987
Northstar Advisory Group
New Jersey
$2.37M -$451K -1,527 -15%
USCWA
988
U.S. Capital Wealth Advisors
Texas
$2.36M +$354K +1,199 +16%
PWAM
989
Private Wealth Asset Management
Iowa
$2.36M +$2.6M +8,783 New
AG
990
Ascent Group
Virginia
$2.36M +$508K +1,720 +24%
AP
991
Adero Partners
California
$2.36M +$18.6K +63 +0.7%
TBNY
992
Trustco Bank (New York)
New York
$2.36M -$57.6K -195 -2%
BONH
993
Bank of New Hampshire
New Hampshire
$2.35M -$59.1K -200 -2%
MWM
994
Mindset Wealth Management
Indiana
$2.35M -$3.55K -12 -0.1%
FFO
995
Fiduciary Family Office
Florida
$2.33M +$2.56M +8,665 New
BFA
996
Beaumont Financial Advisors
Massachusetts
$2.32M +$8.28K +28 +0.3%
WKWM
997
Walter & Keenan Wealth Management
Indiana
$2.32M +$9.16K +31 +0.4%
EAM
998
EFG Asset Management
Oregon
$2.32M -$393K -1,328 -13%
ISL
999
Ingalls & Snyder LLC
New York
$2.32M – – –
GC
1000
GFG Capital
Florida
$2.31M -$534K -1,805 -17%
38 39
40
41 42

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.