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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
BHPW
1051
Beverly Hills Private Wealth
California
$2.02M -$5.32K -18 -0.2%
WFC
1052
Western Financial Corp
California
$2.01M +$342K +1,156 +18%
FNT
1053
First National Trust
Pennsylvania
$2.01M -$331K -1,120 -13%
JWM
1054
Jackson Wealth Management
Florida
$2.01M -$508K -1,718 -19%
VC
1055
Veracity Capital
Georgia
$2M +$1.18K +4 +0.1%
CSC
1056
Caldwell Sutter Capital
California
$1.99M -$2.96K -10 -0.1%
SM
1057
Sciencast Management
New Jersey
$1.99M -$842K -2,847 -28%
SYBT
1058
Stock Yards Bank & Trust
Kentucky
$1.99M -$114K -385 -5%
NPT
1059
Nixon Peabody Trust
Massachusetts
$1.98M -$27.2K -92 -1%
BTI
1060
Blue Trust Inc
Georgia
$1.97M +$257K +869 +13%
IFU
1061
iSAM Funds (UK)
United Kingdom
$1.97M +$2.16M +7,323 New
SAM
1062
Smartleaf Asset Management
Massachusetts
$1.97M +$72.7K +246 +3%
BCM
1063
Boltwood Capital Management
California
$1.96M -$13.3K -45 -0.6%
BA
1064
Birinyi Associates
Connecticut
$1.96M +$13.3K +45 +0.6%
PAM
1065
Palisade Asset Management
Minnesota
$1.96M -$68.6K -232 -3%
GIA
1066
Gateway Investment Advisers
Ohio
$1.96M +$11.2K +38 +0.5%
EM
1067
Excalibur Management
Massachusetts
$1.94M -$42.6K -144 -2%
IP
1068
Intellectus Partners
California
$1.93M -$36.9K -125 -2%
RMAM
1069
Raab & Moskowitz Asset Management
New Jersey
$1.93M -$21.9K -74 -1%
GAM
1070
Groupama Asset Management
France
$1.92M -$29.3K -99 -1%
TA
1071
Townsend & Associates
Colorado
$1.91M -$1.43M -4,829 -38%
AAM
1072
Auxier Asset Management
Oregon
$1.91M
GI
1073
GLOBALT Investments
Georgia
$1.9M -$37.2K -126 -2%
EHC
1074
Everett Harris & Co
California
$1.9M -$10.6K -36 -0.5%
FLPIM
1075
F.L. Putnam Investment Management
Massachusetts
$1.9M -$23.1K -78 -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.