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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
APP
1501
Avantax Planning Partners
Iowa
$760K +$90.2K +305 +12%
OL
1502
one8zero8 LLC
North Carolina
$759K -$148K -500 -15%
CW
1503
Channel Wealth
California
$758K +$76.9K +260 +10%
WF
1504
Whelan Financial
California
$757K +$554K +1,873 +199%
GWANC
1505
Guardian Wealth Advisors (North Carolina)
North Carolina
$756K +$4.14K +14 +0.5%
RI
1506
Ridgewood Investments
New Jersey
$755K -$84.2K -285 -9%
CBT
1507
CoreFirst Bank & Trust
Kansas
$755K
FMN
1508
Financial Management Network
California
$755K +$296 +1 +0%
YIM
1509
Yoffe Investment Management
Pennsylvania
$754K
ME
1510
McIlrath & Eck
Washington
$754K
KA
1511
Kearns & Associates
California
$753K
PWP
1512
Pursue Wealth Partners
California
$753K
TWM
1513
Tanager Wealth Management
United Kingdom
$752K -$146K -494 -15%
LWM
1514
LongView Wealth Management
Georgia
$752K -$66.8K -226 -7%
V
1515
VeraBank
Texas
$751K -$22.2K -75 -3%
SIA
1516
SkyView Investment Advisors
New Jersey
$750K +$64.1K +217 +8%
HGA
1517
Hobbs Group Advisors
South Carolina
$748K -$24.2K -82 -3%
BHB
1518
Bank Hapoalim BM
Israel
$747K
FFS
1519
Founders Financial Securities
Maryland
$743K +$221K +748 +36%
FFA
1520
Founders Financial Alliance
North Carolina
$742K +$25.7K +87 +3%
USB
1521
Union Savings Bank
Connecticut
$741K
GLLW
1522
Graves Light Lenhart Wealth
Virginia
$740K +$20.1K +68 +3%
OFO
1523
OneAscent Family Office
Alabama
$740K +$364K +1,231 +81%
ITIM
1524
Indiana Trust & Investment Management
Indiana
$739K -$5.03K -17 -0.6%
AA
1525
Alta Advisers
United Kingdom
$738K +$266K +900 +49%

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.