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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
SRL
1076
Scientech Research LLC
New Jersey
$1.89M +$2.08M +7,027 New
NS
1077
NBC Securities
Alabama
$1.89M +$2.07M +7,011 +116,850%
LFAS
1078
Level Four Advisory Services
Texas
$1.88M -$229K -776 -10%
CWS
1079
Confluence Wealth Services
Pennsylvania
$1.88M +$769K +2,601 +56%
CC
1080
Centiva Capital
New York
$1.87M +$1.46M +4,955 +247%
QIM
1081
Quantitative Investment Management
Virginia
$1.87M +$1.81M +6,120 +731%
DWM
1082
Dynasty Wealth Management
Florida
$1.87M +$33.4K +113 +2%
ABC
1083
Associated Banc-Corp
Wisconsin
$1.86M -$57.9K -196 -3%
CAG
1084
Crestwood Advisors Group
Massachusetts
$1.85M +$207K +702 +11%
NHC
1085
Nicholas Hoffman & Company
Georgia
$1.84M -$157K -532 -7%
IC
1086
Inkwell Capital
Florida
$1.84M
DFCM
1087
Dark Forest Capital Management
Puerto Rico
$1.84M +$2.02M +6,850 New
TFS
1088
Thoroughbred Financial Services
Tennessee
$1.84M -$159K -538 -7%
BFG
1089
Beacon Financial Group
Texas
$1.82M -$7.39K -25 -0.4%
CCFCSB
1090
Cape Cod Five Cents Savings Bank
Massachusetts
$1.81M
CIA
1091
Citadel Investment Advisory
Ohio
$1.8M -$51.7K -175 -3%
BIM
1092
Baldwin Investment Management
Pennsylvania
$1.8M +$606K +2,050 +44%
CFFP
1093
Center for Financial Planning
Michigan
$1.79M -$28.4K -96 -1%
FFM
1094
Forum Financial Management
Illinois
$1.79M +$1.97M +6,648 New
VA
1095
VestGen Advisors
Illinois
$1.78M +$1.96M +6,615 New
WIA
1096
World Investment Advisors
California
$1.78M +$165K +558 +9%
HA
1097
Huntleigh Advisors
Missouri
$1.78M +$27.5K +93 +1%
ECML
1098
Eagle Capital Management (Louisiana)
Louisiana
$1.76M +$1.94M +6,552 New
APW
1099
Aurora Private Wealth
New Jersey
$1.76M -$50.5K -171 -3%
FHA
1100
Flagship Harbor Advisors
Massachusetts
$1.76M -$24.8K -84 -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.