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American Express

2,615 hedge funds and large institutions have $161B invested in American Express in 2025 Q1 according to their latest regulatory filings, with 181 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

14% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 159

0.35% more ownership

Funds ownership: 84.89%85.24% (+0.35%)

1% less funds holding

Funds holding: 2,6342,615 (-19)

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
2,615
Holders Change
-19
Holders Change %
-0.72%
% of All Funds
35.05%
Holding in Top 10
79
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-30.7%
% of All Funds
1.06%
New
181
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
UAS
1326
United Asset Strategies
New York
$1.11M -$49.4K -167 -4%
BDFN
1327
Bond & Devick Financial Network
Minnesota
$1.11M -$73.9K -250 -6%
LS
1328
Livforsakringsbolaget Skandia
Sweden
$1.11M -$118K -400 -9%
MAM
1329
Morse Asset Management
Connecticut
$1.1M +$19.2K +65 +2%
GIM
1330
Guardian Investment Management
California
$1.1M -$73.9K -250 -6%
IIM
1331
Ipswich Investment Management
Massachusetts
$1.1M +$22.2K +75 +2%
EIM
1332
Essex Investment Management
Massachusetts
$1.1M +$2.07K +7 +0.2%
SB
1333
Sunflower Bank
Texas
$1.09M +$1.77K +6 +0.1%
LCM
1334
Lazari Capital Management
California
$1.09M +$134K +452 +13%
MWM
1335
Meridian Wealth Management
Kentucky
$1.09M +$42.9K +145 +4%
EFS
1336
Essex Financial Services
Connecticut
$1.09M +$2.37K +8 +0.2%
PA
1337
Promethium Advisors
Maryland
$1.09M -$48.8K -165 -4%
RWM
1338
Riverbend Wealth Management
South Carolina
$1.09M +$47K +159 +4%
BWP
1339
BSW Wealth Partners
Colorado
$1.08M +$52.6K +178 +5%
SW
1340
SMART Wealth
Nebraska
$1.08M +$1.19M +4,025 New
GL
1341
Graypoint LLC
New York
$1.08M -$36.9K -125 -3%
MP
1342
Moment Partners
California
$1.08M
OCM
1343
Orleans Capital Management
Louisiana
$1.08M -$10.3K -35 -0.9%
UM
1344
Ulysses Management
New York
$1.08M
EAM
1345
Evanson Asset Management
California
$1.07M
EFG
1346
Everhart Financial Group
Ohio
$1.07M -$120K -406 -9%
EWM
1347
Evermay Wealth Management
Virginia
$1.07M -$17.1K -58 -1%
NLP
1348
Next Level Private
New York
$1.07M +$21.9K +74 +2%
FC
1349
Forte Capital
New York
$1.07M +$52.3K +177 +5%
GSWM
1350
Golden State Wealth Management
California
$1.06M +$8.57K +29 +0.7%

AXP Hedge Fund Activity: Q1 2025 in Review

2,615 of the 7,461 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: 181 funds opened new AXP positions and 159 closed out — a net gain of 22 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.

  • 2,615 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.
  • 181 funds opened new American Express positions in Q1 2025 and 159 closed out, a net change of +22 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.