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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
CWS
1176
Cypress Wealth Services
California
$1.48M +$49.4K +167 +3%
LWANC
1177
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.48M +$1.48K +5 +0.1%
CFGA
1178
Cambridge Financial Group (Arizona)
Arizona
$1.48M
BOH
1179
Bank of Hawaii
Hawaii
$1.47M -$115K -388 -7%
CA
1180
Crewe Advisors
Utah
$1.47M -$19.5K -66 -1%
ABWM
1181
Alpine Bank Wealth Management
Colorado
$1.46M +$1.61M +5,445 New
SCM
1182
Sirios Capital Management
Massachusetts
$1.46M +$5.32K +18 +0.3%
LGA
1183
Lebenthal Global Advisors
New York
$1.45M +$40.2K +136 +3%
SA
1184
Strategic Advisors
New York
$1.45M +$13.3K +45 +0.8%
AR
1185
Advisory Research
Illinois
$1.45M -$70.6K -239 -4%
LKIM
1186
Lawson Kroeker Investment Management
Nebraska
$1.44M -$37.2K -126 -2%
WAC
1187
William Allan Corp
Colorado
$1.43M -$2.72M -9,192 -63%
LA
1188
Legacy Advisors
Pennsylvania
$1.43M +$52.6K +178 +3%
LNB
1189
Ledyard National Bank
$1.43M -$60.6K -205 -4%
USGIU
1190
U.S. Global Investors (USGI)
Texas
$1.43M +$238K +805 +18%
SFO
1191
Stokes Family Office
Louisiana
$1.43M -$887K -3,000 -36%
MFG
1192
Monte Financial Group
Connecticut
$1.42M -$4.43K -15 -0.3%
AIP
1193
Ameritas Investment Partners
Nebraska
$1.42M -$39.6K -134 -2%
PPWM
1194
Paragon Private Wealth Management
Kentucky
$1.42M -$7.39K -25 -0.5%
ST
1195
Spinnaker Trust
Maine
$1.42M -$5.91K -20 -0.4%
LWCFA
1196
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.41M -$223K -756 -12%
RAM
1197
Ramirez Asset Management
New York
$1.4M -$3.55K -12 -0.2%
SAM
1198
S.A. Mason
Michigan
$1.4M
SC
1199
Sapient Capital
Indiana
$1.4M -$13.6K -46 -0.9%
NG
1200
Norden Group
Utah
$1.4M -$36.1K -122 -2%

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.