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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
TPWM
1276
Twelve Points Wealth Management
Massachusetts
$1.23M +$3.25K +11 +0.2%
AFG
1277
Allegheny Financial Group
Pennsylvania
$1.23M -$16.3K -55 -1%
TCM
1278
Tufton Capital Management
Maryland
$1.23M +$591 +2 +0%
LWL
1279
Leo Wealth LLC
Texas
$1.23M -$385K -1,301 -22%
EPIM
1280
Evelyn Partners Investment Management
$1.21M -$22.2K -75 -2%
ANBT
1281
American National Bank & Trust
Texas
$1.21M +$23.4K +79 +2%
GITFIT
1282
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.21M +$177K +600 +15%
Marshall Wace
1283
Marshall Wace
United Kingdom
$1.21M +$1.33M +4,500 New
LRPA
1284
L. Roy Papp & Associates
Arizona
$1.21M
FCAS
1285
First Command Advisory Services
Texas
$1.21M -$28.4K -96 -2%
VIA
1286
Virtus Investment Advisers
Connecticut
$1.21M +$1.32M +4,481 New
Twin Tree Management
1287
Twin Tree Management
Texas
$1.2M -$4.73M -15,995 -78%
PWM
1288
Proathlete Wealth Management
Florida
$1.19M +$14.8K +50 +1%
BFC
1289
Bedel Financial Consulting
Indiana
$1.19M +$887 +3 +0.1%
Koshinski Asset Management
1290
Koshinski Asset Management
Illinois
$1.19M +$13K +44 +1%
SAIG
1291
Semper Augustus Investments Group
Colorado
$1.19M
SRC
1292
Sage Rhino Capital
California
$1.19M +$21.9K +74 +2%
WAP
1293
Wealthcare Advisory Partners
Pennsylvania
$1.19M -$152K -515 -10%
OC
1294
Oakworth Capital
Alabama
$1.19M
JWCA
1295
J.W. Coons Advisors
Ohio
$1.19M -$56.2K -190 -4%
RMC
1296
Resources Management Corp
Connecticut
$1.19M
BL
1297
Balentine LLC
Georgia
$1.18M +$963K +3,259 +286%
WAM
1298
Wolverine Asset Management
Illinois
$1.18M +$945K +3,197 +266%
YIH
1299
Y-Intercept (HK)
Hong Kong
$1.18M +$1.3M +4,387 New
SAM
1300
Sompo Asset Management
Japan
$1.18M +$139K +470 +12%

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.