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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
PWPS
1526
Pinnacle Wealth Planning Services
Ohio
$737K -$21.3K -72 -3%
APWA
1527
Atlas Private Wealth Advisors
New Jersey
$737K +$22.2K +75 +3%
TSWM
1528
Triangle Securities Wealth Management
North Carolina
$736K +$14.8K +50 +2%
MFG
1529
Midwest Financial Group
Kansas
$735K +$2.96K +10 +0.4%
BAM
1530
Blueshift Asset Management
New Jersey
$734K +$482K +1,631 +149%
CFG
1531
Cooper Financial Group
California
$731K +$103K +347 +15%
AFC
1532
AFT Forsyth & Company
Florida
$728K
HAIM
1533
Hunter Associates Investment Management
Pennsylvania
$728K
AFP
1534
Ausdal Financial Partners
Iowa
$726K +$443K +1,500 +125%
PWA
1535
Provenance Wealth Advisors
Florida
$725K -$171K -579 -18%
CTWM
1536
Cherry Tree Wealth Management
Minnesota
$724K +$15.7K +53 +2%
BDA
1537
Borer Denton & Associates
Pennsylvania
$723K -$14.8K -50 -2%
AF
1538
Arrow Financial
New York
$722K -$4.43K -15 -0.6%
JWBC
1539
John W. Bristol & Co
New York
$722K -$50K -169 -6%
PFA
1540
Pure Financial Advisors
California
$720K +$182K +616 +30%
CM
1541
Castleark Management
Illinois
$720K
MSFS
1542
Main Street Financial Solutions
Pennsylvania
$719K +$468K +1,584 +145%
TW
1543
TritonPoint Wealth
Maryland
$718K -$4.14K -14 -0.5%
MM
1544
MQS Management
New York
$714K +$784K +2,652 New
SAM
1545
Strive Asset Management
Ohio
$713K +$5.62K +19 +0.7%
RFG
1546
RFP Financial Group
Georgia
$712K -$3.25K -11 -0.4%
MA
1547
MCF Advisors
Kentucky
$710K -$25.4K -86 -3%
HIM
1548
Hillsdale Investment Management
Ontario, Canada
$710K +$712K +2,410 +1,048%
MCC
1549
Money Concepts Capital
Florida
$710K +$51.4K +174 +7%
MIP
1550
Marietta Investment Partners
Wisconsin
$702K -$4.43K -15 -0.6%

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.