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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
VRM
1201
Vectors Research Management
New York
$1.4M
BAAM
1202
Baker Avenue Asset Management
California
$1.4M +$14.5K +49 +1%
SWA
1203
Stratos Wealth Advisors
Ohio
$1.39M -$139K -470 -8%
DM
1204
Delphi Management
Massachusetts
$1.39M -$159K -537 -9%
MIA
1205
MeadowBrook Investment Advisors
Michigan
$1.39M -$14.8K -50 -1%
FFN
1206
Focus Financial Network
Minnesota
$1.39M -$210K -710 -12%
FDS
1207
First Dallas Securities
Texas
$1.39M -$73.9K -250 -5%
AFG
1208
Atomi Financial Group
New York
$1.39M -$83.9K -284 -5%
CPIG
1209
Chicago Partners Investment Group
Illinois
$1.38M +$100K +340 +7%
WCM
1210
Weik Capital Management
Pennsylvania
$1.38M -$185K -625 -11%
SFS
1211
Solitude Financial Services
Virginia
$1.38M +$334K +1,130 +28%
PC
1212
Pecaut & Co
Iowa
$1.38M -$14.8K -50 -1%
CGL
1213
Clarius Group LLC
Washington
$1.37M +$568K +1,922 +60%
FP
1214
Factorial Partners
New York
$1.37M -$29.6K -100 -2%
PP
1215
Patten & Patten
Tennessee
$1.37M -$5.62K -19 -0.4%
WA
1216
WealthTrust Axiom
Pennsylvania
$1.37M
BI
1217
Bradyco Inc
Massachusetts
$1.37M
CPG
1218
Cornerstone Planning Group
New Jersey
$1.36M +$11.8K +40 +0.8%
SAW
1219
Signal Advisors Wealth
Michigan
$1.35M -$55.6K -188 -4%
HIA
1220
Harbor Investment Advisory
Maryland
$1.35M -$11.8K -40 -0.8%
GW
1221
Griffith & Werner
Georgia
$1.35M +$180K +610 +14%
PA
1222
PFG Advisors
Arizona
$1.35M -$10.3K -35 -0.7%
CIC
1223
Carnegie Investment Counsel
Ohio
$1.35M +$930K +3,148 +147%
SOAMC
1224
Spirit of America Management Corp
New York
$1.35M
AI
1225
AXS Investments
New York
$1.34M -$47K -159 -3%

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.