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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
LDB
1101
Lee, Danner & Bass
Tennessee
$1.76M
ML
1102
McAdam LLC
Pennsylvania
$1.76M -$6.21K -21 -0.3%
HCM
1103
Hall Capital Management
Rhode Island
$1.76M +$488K +1,652 +34%
FWCM
1104
Ferguson Wellman Capital Management
Oregon
$1.76M +$295K +997 +18%
PTC
1105
Private Trust Company
Ohio
$1.75M -$33.1K -112 -2%
CB
1106
Cadence Bank
Mississippi
$1.75M -$26.6K -90 -1%
BWP
1107
Balboa Wealth Partners
Arizona
$1.75M +$242K +820 +14%
PSB
1108
Piscataqua Savings Bank
New Hampshire
$1.75M -$89.9K -304 -4%
MA
1109
Mutual Advisors
Nebraska
$1.75M -$489K -1,654 -20%
3IP
1110
3Chopt Investment Partners
Virginia
$1.75M +$1.92M +6,491 New
CAG
1111
Csenge Advisory Group
Florida
$1.74M -$260K -879 -11%
DFG
1112
Delta Financial Group
New Jersey
$1.74M +$546K +1,847 +42%
Optiver Holding
1113
Optiver Holding
Netherlands
$1.74M -$185K -627 -9%
TFP
1114
Tilia Fiduciary Partners
North Carolina
$1.73M +$1.9M +6,436 New
PI
1115
PFG Investments
New York
$1.73M +$221K +749 +13%
TAM
1116
Trust Asset Management
Texas
$1.73M -$143K -485 -7%
DWP
1117
Daymark Wealth Partners
Ohio
$1.73M -$28.1M -94,974 -94%
SCI
1118
S&CO Inc
Massachusetts
$1.72M
PGWM
1119
Parisi Gray Wealth Management
New Jersey
$1.71M +$887 +3 +0%
CCA
1120
Checchi Capital Advisers
California
$1.7M -$102K -346 -5%
OFS
1121
OneAscent Financial Services
Alabama
$1.69M +$1.1M +3,713 +144%
BZWA
1122
Blue Zone Wealth Advisors
California
$1.69M -$235K -795 -11%
SP
1123
Stablepoint Partners
Massachusetts
$1.68M -$221K -747 -11%
AC
1124
Avestar Capital
New York
$1.68M +$269K +909 +17%
CIS
1125
Capital International Sarl
California
$1.68M +$755K +2,554 +70%

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.