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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
FCI
1151
Financial Counselors Inc
Kansas
$1.57M -$53.8K -182 -3%
AO
1152
Advisor OS
Illinois
$1.56M +$143K +485 +9%
HCM
1153
Highview Capital Management
Illinois
$1.55M +$83.9K +284 +5%
CI
1154
Conning Inc
Connecticut
$1.55M +$455K +1,541 +37%
CB
1155
Community Bank
New York
$1.54M -$51.7K -175 -3%
MCM
1156
Manchester Capital Management
Vermont
$1.54M +$48.5K +164 +3%
CP
1157
Canopy Partners
Ohio
$1.53M +$182K +617 +12%
TPW
1158
Transatlantique Private Wealth
New York
$1.53M +$41.1K +139 +3%
BWA
1159
Blodgett Wealth Advisors
California
$1.52M
RDWM
1160
Red Door Wealth Management
Tennessee
$1.52M +$379K +1,283 +29%
GG
1161
Greenwood Gearhart
Arkansas
$1.52M -$106K -360 -6%
CAL
1162
Capital Analysts LLC
Pennsylvania
$1.52M -$8.57K -29 -0.5%
RT
1163
Rockland Trust
Massachusetts
$1.52M -$363K -1,227 -18%
I
1164
INVST
Indiana
$1.51M -$1.01M -3,433 -38%
HWM
1165
Hohimer Wealth Management
Washington
$1.51M -$65.6K -222 -4%
AIC
1166
Argus Investors Counsel
New York
$1.51M -$330K -1,118 -17%
CI
1167
Cigna Investments
Connecticut
$1.5M -$55.6K -188 -3%
SP
1168
Stonebrook Private
Michigan
$1.5M +$16.3K +55 +1%
HI
1169
Harbour Investments
Wisconsin
$1.5M +$41.4K +140 +3%
KCM
1170
KRS Capital Management
Michigan
$1.5M +$15.1K +51 +0.9%
ICP
1171
Interchange Capital Partners
Pennsylvania
$1.49M +$8.87K +30 +0.5%
PVI
1172
Pine Valley Investments
New Jersey
$1.49M +$296 +1 +0%
CAU
1173
Caxton Associates (UK)
$1.49M +$1.64M +5,532 New
NWM
1174
Northcape Wealth Management
New York
$1.49M -$15.7K -53 -0.9%
IA
1175
Icon Advisers
Colorado
$1.48M

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.