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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
WCF
1351
West Coast Financial
California
$1.06M
EI
1352
Ellevest Inc
New York
$1.06M -$34.3K -116 -3%
BMA
1353
Brooks Moore & Associates
Tennessee
$1.06M
OW
1354
Olistico Wealth
Oklahoma
$1.05M +$27.8K +94 +2%
HDIM
1355
Hanson & Doremus Investment Management
Vermont
$1.05M +$263K +889 +29%
CANC
1356
Culbertson A N & Co
Virginia
$1.05M
RIA
1357
Realta Investment Advisors
Delaware
$1.05M +$59.7K +202 +5%
BAM
1358
Byrne Asset Management
New Jersey
$1.05M -$1.31M -4,434 Closed
HIMS
1359
Hager Investment Management Services
New Hampshire
$1.05M +$323K +1,093 +39%
TWM
1360
Trueblood Wealth Management
Ohio
$1.05M +$156K +527 +16%
AIM
1361
Alhambra Investment Management
Florida
$1.04M -$41.1K -139 -3%
BIM
1362
Bridges Investment Management
Nebraska
$1.03M +$2.37K +8 +0.2%
FC
1363
Farringdon Capital
United Kingdom
$1.03M +$1.14M +3,844 New
MIM
1364
MTM Investment Management
South Carolina
$1.03M
CA
1365
Centerpoint Advisors
Massachusetts
$1.03M -$2.96K -10 -0.3%
BMC
1366
Benin Management Corp
Connecticut
$1.03M -$91K -308 -7%
CT
1367
Colonial Trust
South Carolina
$1.03M -$10.3K -35 -0.9%
MWA
1368
Midland Wealth Advisors
Illinois
$1.02M
WCM
1369
Winebrenner Capital Management
Kentucky
$1.02M -$70.3K -238 -6%
FWTB
1370
First Western Trust Bank
Colorado
$1.02M -$10.1K -34 -0.9%
SMH
1371
Sanders Morris Harris
Texas
$1.01M -$47.6K -161 -4%
BB
1372
Burford Brothers
Texas
$1M +$32.2K +109 +3%
MME
1373
Meag Munich Ergo
Germany
$1M +$799K +2,704 +267%
GWA
1374
Gratus Wealth Advisors
Virginia
$999K +$1.48K +5 +0.1%
ARA
1375
Alexander Randolph Advisory
Virginia
$999K -$8.28K -28 -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.