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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
SCM
1376
SKBA Capital Management
California
$997K +$667K +2,257 +156%
GCP
1377
GSA Capital Partners
United Kingdom
$995K +$796K +2,694 +268%
BAM
1378
Belpointe Asset Management
Nevada
$995K -$1.39M -4,715 -56%
AAS
1379
Ameritas Advisory Services
Nebraska
$989K -$757K -2,562 -42%
TCM
1380
Tang Capital Management
California
$986K -$39.3K -133 -4%
PGCM
1381
Prescott Group Capital Management
Oklahoma
$985K
Kayne Anderson Rudnick Investment Management
1382
Kayne Anderson Rudnick Investment Management
California
$985K +$422K +1,428 +64%
AWM
1383
Axxcess Wealth Management
California
$984K -$756K -2,556 -41%
GS
1384
GTS Securities
New York
$982K +$307K +1,040 +40%
SAM
1385
Strategy Asset Managers
California
$980K +$586K +1,984 +120%
SW
1386
SteelPeak Wealth
California
$979K +$4.43K +15 +0.4%
VCP
1387
Verus Capital Partners
Arizona
$976K -$210K -712 -16%
CWM
1388
Cornerstone Wealth Management
Missouri
$974K -$2.37K -8 -0.2%
1WA
1389
180 Wealth Advisors
Washington
$969K +$63.5K +215 +6%
SC
1390
Saybrook Capital
North Carolina
$969K
PTC
1391
Philadelphia Trust Company
Pennsylvania
$967K
OAM
1392
Oak Asset Management
California
$963K
QC
1393
Quent Capital
New York
$962K -$38.1K -129 -3%
PEA
1394
Park Edge Advisors
Ohio
$962K +$731K +2,472 +224%
WA
1395
WBH Advisory
Maryland
$960K -$93.7K -317 -8%
NWA
1396
Navis Wealth Advisors
New York
$955K +$825K +2,791 +369%
MA
1397
MJP Associates
Connecticut
$954K +$119K +404 +13%
IC
1398
Iconiq Capital
California
$954K +$163K +550 +18%
PTP
1399
Platform Technology Partners
New York
$942K +$5.03K +17 +0.5%
EFL
1400
ERn Financial LLC
Wisconsin
$941K

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.