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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
FWM
1476
FFT Wealth Management
Pennsylvania
$807K +$887K +3,000 New
EB
1477
Exchange Bank
California
$804K -$25.7K -87 -3%
PFA
1478
Pathway Financial Advisers
Indiana
$801K +$108K +366 +14%
HA
1479
Herold Advisors
New York
$799K +$295K +997 +51%
PFS
1480
Physicians Financial Services
North Carolina
$798K +$191K +645 +28%
TF
1481
Tompkins Financial
New York
$797K
OWA
1482
Outlook Wealth Advisors
Texas
$797K -$8.57K -29 -1%
SA
1483
SRN Advisors
Pennsylvania
$794K -$396K -1,340 -31%
CB
1484
Centennial Bank
Arkansas
$789K
AWM
1485
Accurate Wealth Management
Florida
$787K +$180K +609 +24%
FFL
1486
Future Fund LLC
Illinois
$786K +$863K +2,921 New
BST
1487
Bath Savings Trust
Maine
$785K +$15.4K +52 +2%
CA
1488
Cambridge Advisors
Nebraska
$783K
SG
1489
StoneX Group
New York
$782K -$31K -105 -3%
LAM
1490
Lewis Asset Management
California
$781K -$33.4K -113 -4%
MJP
1491
Michael J. Puzo
$781K +$474K +1,603 +123%
PWM
1492
Purus Wealth Management
California
$779K -$23.1K -78 -3%
BW
1493
Basepoint Wealth
Iowa
$772K -$57.3K -194 -6%
LA
1494
Lifeworks Advisors
Michigan
$771K -$107K -361 -11%
ESB
1495
Essex Savings Bank
Connecticut
$770K -$25.4K -86 -3%
MWS
1496
MFA Wealth Services
California
$767K -$21.6K -73 -2%
LAI
1497
Legal Advantage Investments
California
$767K
TPW
1498
Talon Private Wealth
Florida
$764K +$839K +2,839 New
SFI
1499
SPC Financial Inc
Maryland
$761K -$29.6K -100 -3%
FFA
1500
Fortune Financial Advisors
Kansas
$761K +$76.6K +259 +10%

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.