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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
HBT
1401
Hills Bank & Trust
Iowa
$938K -$10.9K -37 -1%
ZIG
1402
Zullo Investment Group
Pennsylvania
$935K +$22.8K +77 +2%
AF
1403
Alerus Financial
North Dakota
$934K
KA
1404
Kovack Advisors
Florida
$933K +$32.2K +109 +3%
PCP
1405
Proficio Capital Partners
Massachusetts
$925K +$8.57K +29 +0.9%
LC
1406
Lindbrook Capital
California
$922K -$68.9K -233 -6%
DWM
1407
Defined Wealth Management
Oregon
$921K +$3.25K +11 +0.3%
MFG
1408
MidWestOne Financial Group
Iowa
$919K -$4.14K -14 -0.4%
RWM
1409
Revisor Wealth Management
Ohio
$919K +$1.01M +3,415 New
MFS
1410
Mattson Financial Services
Michigan
$914K -$71.8K -243 -7%
WGC
1411
Watts Gwilliam & Co
Arizona
$911K -$3.84K -13 -0.4%
CCM
1412
Conway Capital Management
California
$908K +$687K +2,325 +221%
KAM
1413
Knightsbridge Asset Management
California
$906K +$102K +345 +11%
MSWM
1414
McGlone Suttner Wealth Management
Wisconsin
$901K +$37.8K +128 +4%
TYCC
1415
Texas Yale Capital Corp
Florida
$901K
VF
1416
Virtu Financial
New York
$897K +$985K +3,333 New
BB
1417
Bell Bank
North Dakota
$897K
GVAG
1418
Great Valley Advisor Group
Delaware
$896K +$86.9K +294 +10%
FFA
1419
First Foundation Advisors
California
$894K -$2.07K -7 -0.2%
WP
1420
Westmount Partners
California
$894K +$139K +470 +16%
ACGA
1421
Atlanta Consulting Group Advisors
Georgia
$893K
SIC
1422
Sigma Investment Counselors
Michigan
$889K
SWM
1423
Sendero Wealth Management
Texas
$888K -$57.6K -195 -6%
RIA
1424
Richwood Investment Advisors
Ohio
$885K -$32.5K -110 -3%
HCM
1425
Howard Capital Management
Georgia
$885K -$138K -468 -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.