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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
FPAS
1001
Focus Partners Advisor Solutions
Missouri
$2.31M +$245K +828 +11%
WIC
1002
Wilkins Investment Counsel
Massachusetts
$2.3M -$91.6K -310 -4%
TAM
1003
Tealwood Asset Management
Minnesota
$2.29M +$2.52M +8,525 New
FIM
1004
Freedom Investment Management
Connecticut
$2.28M -$99.6K -337 -4%
HR
1005
Hardy Reed
Mississippi
$2.27M +$591 +2 +0%
HCMG
1006
Howard Capital Management Group
California
$2.27M
RSWM
1007
Robertson Stephens Wealth Management
California
$2.26M +$568K +1,921 +30%
PCG
1008
Prosperity Consulting Group
Maryland
$2.26M +$2.66K +9 +0.1%
SAM
1009
Sawgrass Asset Management
Florida
$2.25M -$332K -1,122 -12%
LFG
1010
Lazard Frères Gestion
France
$2.25M +$326K +1,102 +15%
AM
1011
AGF Management
Ontario, Canada
$2.25M -$77.7K -263 -3%
FNBT
1012
FineMark National Bank & Trust
Florida
$2.24M -$138K -467 -5%
NEAM
1013
New England Asset Management
Connecticut
$2.24M -$1.05M -3,540 -30%
BOS
1014
Bank of Stockton
California
$2.24M -$133K -450 -5%
SFS
1015
Sowell Financial Services
Arkansas
$2.23M +$2.45M +8,285 New
SIAG
1016
Signet Investment Advisory Group
Rhode Island
$2.23M +$31.3K +106 +1%
BB
1017
Berkshire Bank
Massachusetts
$2.22M -$42.9K -145 -2%
WIC
1018
Woodmont Investment Counsel
Tennessee
$2.22M -$4.43K -15 -0.2%
CS
1019
Cannell & Spears
New York
$2.22M +$6.21K +21 +0.3%
SWA
1020
SOA Wealth Advisors
New York
$2.21M +$23.6K +80 +1%
ACM
1021
Accent Capital Management
Ohio
$2.2M
IAMOG
1022
Investors Asset Management of Georgia
Georgia
$2.2M -$88.4K -299 -4%
NI
1023
Natural Investments
California
$2.19M +$43.5K +147 +2%
PH
1024
Pinnacle Holdings
Oklahoma
$2.19M -$113K -381 -4%
BA
1025
Bridgewater Advisors
New York
$2.18M +$2.42M +8,182 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.