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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
CAM
1226
Cozad Asset Management
Illinois
$1.34M +$364K +1,233 +33%
GC
1227
Garde Capital
Washington
$1.34M
FIBT
1228
First International Bank & Trust
North Dakota
$1.34M +$322K +1,091 +28%
KLCM
1229
KG&L Capital Management
Louisiana
$1.33M +$1.17M +3,947 +390%
WB
1230
WesBanco Bank
West Virginia
$1.33M +$20.7K +70 +1%
MWM
1231
Modern Wealth Management
Kansas
$1.32M +$10.3K +35 +0.7%
LCS
1232
Levin Capital Strategies
New York
$1.32M +$296 +1 +0%
WBC
1233
Westpac Banking Corp
Australia
$1.32M -$350K -1,183 -19%
OFS
1234
Orrstown Financial Services
Pennsylvania
$1.32M -$75.7K -256 -5%
BIAS
1235
Beacon Investment Advisory Services
New Jersey
$1.32M +$73.3K +248 +5%
WA
1236
Wealth Alliance
New York
$1.31M -$18.6K -63 -1%
APC
1237
Aspire Private Capital
North Carolina
$1.31M +$63.3K +214 +5%
GH
1238
GAM Holding
Switzerland
$1.31M +$1.44M +4,862 New
GCWM
1239
Guided Capital Wealth Management
Texas
$1.31M +$704K +2,383 +96%
WC
1240
Woodstock Corp
Massachusetts
$1.31M -$107K -362 -7%
BIG
1241
Brooklyn Investment Group
New York
$1.3M +$371K +1,255 +35%
SB
1242
Simmons Bank
Arkansas
$1.3M -$178K -603 -11%
BAM
1243
Beaumont Asset Management
Texas
$1.3M +$3.84K +13 +0.3%
SFA
1244
Souders Financial Advisors
Ohio
$1.3M +$218K +736 +18%
GWP
1245
Gen-Wealth Partners
Michigan
$1.29M +$84.8K +287 +6%
DAS
1246
Diversify Advisory Services
Utah
$1.29M +$182K +617 +15%
PCH
1247
PGIM Custom Harvest
New Jersey
$1.29M +$554K +1,874 +64%
A
1248
Argentarii
Ohio
$1.29M +$24.8K +84 +2%
LCM
1249
Leisure Capital Management
California
$1.28M -$9.16K -31 -0.6%
IP
1250
Ignite Planners
California
$1.28M +$42K +142 +3%

AXP Hedge Fund Activity: Q1 2025 in Review

2,614 of the 7,460 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.