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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
IA
1026
IFG Advisory
Georgia
$2.18M -$94.9K -321 -4%
WWM
1027
Western Wealth Management
Colorado
$2.17M -$3.55K -12 -0.1%
FB
1028
Fulton Bank
Pennsylvania
$2.17M -$245K -830 -9%
JFG
1029
Jefferies Financial Group
New York
$2.17M +$1.86M +6,301 +358%
GI
1030
GAMMA Investing
California
$2.16M +$70.3K +238 +3%
RWB
1031
RMR Wealth Builders
New Jersey
$2.16M +$103K +349 +5%
DA
1032
Dover Advisors
Virginia
$2.15M +$188K +636 +9%
RIL
1033
Rothschild Investment LLC
Illinois
$2.12M -$190K -642 -8%
AG
1034
AlTi Global
New York
$2.12M -$202K -682 -8%
SWM
1035
Spire Wealth Management
Virginia
$2.1M +$1.26M +4,254 +119%
OPCM
1036
Osborne Partners Capital Management
California
$2.1M -$8.87K -30 -0.4%
CNBTD
1037
Citizens National Bank Trust Department
Mississippi
$2.1M +$50.8K +172 +2%
NIA
1038
NBZ Investment Advisors
Tennessee
$2.09M +$710K +2,403 +45%
BHBT
1039
Burke & Herbert Bank & Trust
Virginia
$2.08M
HIC
1040
Holderness Investments Company
North Carolina
$2.08M -$4.73K -16 -0.2%
TFCM
1041
Taylor Frigon Capital Management
Arizona
$2.08M +$4.43K +15 +0.2%
SAG
1042
SageView Advisory Group
California
$2.06M -$281K -950 -11%
RCM
1043
RB Capital Management
Nevada
$2.05M +$250K +845 +12%
P
1044
Pitcairn
Pennsylvania
$2.05M -$887 -3 -0%
RCIM
1045
Red Cedar Investment Management
Michigan
$2.05M
RCM
1046
RMR Capital Management
California
$2.03M
LA
1047
LBP AM
France
$2.03M -$85.1K -288 -4%
HDA
1048
Harold Davidson & Associates
California
$2.03M +$36.7K +124 +2%
OFS
1049
Oldfather Financial Services
Nebraska
$2.02M +$591 +2 +0%
AC
1050
Arjuna Capital
North Carolina
$2.02M -$2.62M -8,878 -54%

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.