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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
AA
1126
ALPS Advisors
Colorado
$1.67M -$200K -676 -10%
AWC
1127
Abundance Wealth Counselors
Pennsylvania
$1.67M +$21.9K +74 +1%
BMCM
1128
Bryn Mawr Capital Management
Pennsylvania
$1.66M -$2.07K -7 -0.1%
BB
1129
Busey Bank
Illinois
$1.66M +$8.28K +28 +0.5%
GBT
1130
Grove Bank & Trust
Florida
$1.65M +$193K +653 +12%
DI
1131
Diligent Investors
California
$1.65M -$23.1K -78 -1%
MIA
1132
MainStreet Investment Advisors
Illinois
$1.64M +$61.2K +207 +4%
OWP
1133
Obermeyer Wealth Partners
Colorado
$1.64M -$85.7K -290 -5%
MG
1134
Mather Group
Illinois
$1.63M +$140K +473 +8%
CWM
1135
Chesapeake Wealth Management
Virginia
$1.62M -$69.5K -235 -4%
WC
1136
Weil Company
California
$1.62M
MPWS
1137
McCarter Private Wealth Services
Massachusetts
$1.62M +$9.16K +31 +0.5%
FCBT
1138
First Citizens Bank & Trust
North Carolina
$1.62M +$42.3K +143 +2%
LCG
1139
Lakeshore Capital Group
Illinois
$1.62M +$50.5K +171 +3%
FCG
1140
Fielder Capital Group
Tennessee
$1.62M -$1.18K -4 -0.1%
YIA
1141
YHB Investment Advisors
Connecticut
$1.61M +$1.77K +6 +0.1%
WTA
1142
Washington Trust Advisors
Massachusetts
$1.6M -$75.1K -254 -4%
RA
1143
Ransom Advisory
Rhode Island
$1.6M
FPCP
1144
Fort Point Capital Partners
California
$1.59M -$4.73K -16 -0.3%
GM
1145
GeoWealth Management
Illinois
$1.59M -$454K -1,535 -21%
ONB
1146
Old National Bancorp
Indiana
$1.59M -$61.2K -207 -3%
SC
1147
Syon Capital
California
$1.59M +$148K +500 +9%
IA
1148
Insight Advisors
Pennsylvania
$1.58M -$37.2K -126 -2%
LIM
1149
Leavell Investment Management
Alabama
$1.58M -$23.1K -78 -1%
HWP
1150
Highline Wealth Partners
California
$1.57M +$296 +1 +0%

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.