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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
SWM
1451
SeaCrest Wealth Management
New York
$862K -$24.8K -84 -3%
MAA
1452
Matrix Asset Advisors
New York
$857K
UAML
1453
US Asset Management LLC
Pennsylvania
$856K -$5.03K -17 -0.5%
SQA
1454
Simon Quick Advisors
New Jersey
$854K +$43.5K +147 +5%
EFG
1455
Embree Financial Group
Illinois
$852K +$38.1K +129 +4%
CG
1456
CFO4Life Group
Texas
$847K -$77.1K -261 -8%
CWG
1457
Cornerstone Wealth Group
North Carolina
$844K -$79.5K -269 -8%
CYG
1458
Clean Yield Group
Vermont
$833K
TWM
1459
Tradition Wealth Management
Minnesota
$832K +$6.8K +23 +0.7%
BPCE
1460
Bank Pictet & Cie (Europe)
Germany
$831K +$135K +457 +17%
CG
1461
Curat Global
New Hampshire
$827K +$909K +3,075 New
WCM
1462
Weaver Capital Management
Georgia
$827K +$10.1K +34 +1%
SRC
1463
Shufro Rose & Co
New York
$824K
HIM
1464
Harbour Investment Management
Washington
$821K
GTAM
1465
Global Trust Asset Management
Florida
$820K -$150K -509 -14%
SWM
1466
Scissortail Wealth Management
Oklahoma
$817K +$5.91K +20 +0.7%
PCM
1467
Prelude Capital Management
New York
$816K +$336K +1,138 +60%
SB
1468
Strategic Blueprint
Georgia
$813K +$25.4K +86 +3%
SA
1469
Strategic Advocates
Utah
$813K +$359K +1,213 +67%
HC
1470
Hendley & Co
Ohio
$811K +$19.2K +65 +2%
LFA
1471
Legacy Financial Advisors
Kentucky
$810K -$21.3K -72 -2%
EAM
1472
Empirical Asset Management
Massachusetts
$810K -$4.43M -14,973 -83%
LA
1473
LVW Advisors
New York
$809K -$76.3K -258 -8%
LW
1474
Linscomb Wealth
Texas
$808K
LWMM
1475
Legacy Wealth Management (Mississippi)
Mississippi
$807K

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.