We are live on ! Find out more
AXP icon

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
APW
1251
Aventura Private Wealth
Florida
$1.28M +$36.1K +122 +3%
BAM
1252
Boyar Asset Management
New York
$1.28M -$7.98K -27 -0.6%
CFG
1253
Carr Financial Group
Massachusetts
$1.28M -$90.4K -306 -6%
MWA
1254
Muirfield Wealth Advisors
North Carolina
$1.28M +$2.96K +10 +0.2%
FCP
1255
Fidelis Capital Partners
Florida
$1.28M -$240K -811 -14%
SIA
1256
Strategic Investment Advisors
Michigan
$1.28M -$105K -356 -7%
KIM
1257
Kestra Investment Management
Texas
$1.28M -$326K -1,104 -19%
MDA
1258
Minot DeBlois Advisors
Massachusetts
$1.27M -$46.4K -157 -3%
MAM
1259
Mystic Asset Management
Rhode Island
$1.27M +$321K +1,085 +30%
WT
1260
Washington Trust
Rhode Island
$1.26M -$91K -308 -6%
NSIM
1261
North Star Investment Management
Illinois
$1.26M
PPWP
1262
Premier Path Wealth Partners
New Jersey
$1.26M +$37.8K +128 +3%
BWM
1263
BigSur Wealth Management
Florida
$1.25M +$15.4K +52 +1%
MFG
1264
Magnus Financial Group
New York
$1.25M +$74.8K +253 +6%
PK
1265
Pflug Koory
Nebraska
$1.25M
TWA
1266
TCI Wealth Advisors
Arizona
$1.25M +$887 +3 +0.1%
AL
1267
Aspiriant LLC
California
$1.25M -$161K -543 -10%
PIM
1268
Profit Investment Management
Maryland
$1.24M -$155K -523 -10%
WSC
1269
Wellington Shields & Co
New York
$1.24M +$117K +396 +9%
PL
1270
Plancorp LLC
Missouri
$1.24M +$232K +785 +20%
TPI
1271
Trust Point Inc
Wisconsin
$1.24M -$279K -943 -17%
BCM
1272
Barden Capital Management
Texas
$1.24M -$7.39K -25 -0.5%
SI
1273
Saxon Interests
Texas
$1.24M -$276K -934 -17%
SL
1274
Sentry LLC
Tennessee
$1.24M
ACM
1275
Advisors Capital Management
New Jersey
$1.23M -$3.55K -12 -0.3%

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.