We are live on ! Find out more
AXP icon

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
SIM
1426
Seaview Investment Managers
Florida
$884K +$971K +3,286 New
AIM
1427
Aspen Investment Management
Michigan
$884K -$8.87K -30 -0.9%
KFS
1428
Kurt F. Somerville
$884K +$10.3K +35 +1%
BF
1429
Brucke Financial
Indiana
$883K +$61.2K +207 +7%
MFA
1430
Mayflower Financial Advisors
Massachusetts
$881K -$36.7K -124 -4%
PHS
1431
Pekin Hardy Strauss
Illinois
$880K +$7.39K +25 +0.8%
CA
1432
Capital Advantage
California
$880K
ACM
1433
Aljian Capital Management
Nevada
$880K +$1.48K +5 +0.2%
GKWIM
1434
Gerber Kawasaki Wealth & Investment Management
California
$880K +$41.1K +139 +4%
CCA
1435
Cadent Capital Advisors
Oklahoma
$879K +$142K +479 +17%
CA
1436
Continuum Advisory
Idaho
$878K +$47.6K +161 +5%
CTC
1437
Cetera Trust Company
Minnesota
$877K
HFM
1438
Hartford Financial Management
Connecticut
$877K
BG
1439
Bahl & Gaynor
Ohio
$877K +$520K +1,760 +117%
SAI
1440
Savvy Advisors Inc
New York
$876K +$266K +899 +38%
UCB
1441
United Community Bank
South Carolina
$875K +$14.5K +49 +2%
VV
1442
Verity & Verity
South Carolina
$872K -$37.2K -126 -4%
IAIM
1443
International Assets Investment Management
Florida
$871K +$7.68K +26 +0.8%
EW
1444
Elyxium Wealth
California
$871K +$957K +3,238 New
PWG
1445
Portside Wealth Group
Utah
$868K +$74.2K +251 +8%
LJAC
1446
L.J. Altfest & Co
New York
$866K
PP
1447
PDS Planning
Ohio
$865K +$73.9K +250 +8%
CHP
1448
Cable Hill Partners
Oregon
$865K -$116K -393 -11%
RMCM
1449
Reynders McVeigh Capital Management
Massachusetts
$865K +$54.7K +185 +6%
SWIG
1450
Strategic Wealth Investment Group
Kentucky
$863K -$11.4M -38,595 -92%

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.