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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
CAM
1551
Creekmur Asset Management
Illinois
$702K +$677K +2,291 +723%
UIM
1552
Unified Investment Management
Georgia
$700K -$114K -386 -13%
DSC
1553
Duncker Streett & Co
Missouri
$700K
PTB
1554
Pioneer Trust Bank
Oregon
$700K
TLCM
1555
Twin Lakes Capital Management
California
$697K -$41.7K -141 -5%
CBT
1556
Central Bank & Trust
Kentucky
$697K +$296K +1,000 +63%
CFP
1557
Catalyst Financial Partners
Massachusetts
$695K +$16.8K +57 +2%
CA
1558
Claro Advisors
Massachusetts
$694K +$143K +485 +23%
CAM
1559
Covenant Asset Management
New Jersey
$692K +$92.2K +312 +14%
PCG
1560
PFC Capital Group
California
$689K -$40.8K -138 -5%
SCA
1561
Sippican Capital Advisors
Massachusetts
$688K
AI
1562
Arvest Investments
Arkansas
$687K +$755K +2,555 New
NP
1563
Nilsine Partners
Colorado
$687K -$52K -176 -6%
KWA
1564
Kingswood Wealth Advisors
California
$686K -$106K -358 -12%
SIM
1565
Sentry Investment Management
Wisconsin
$685K -$258K -874 -23%
RAM
1566
Readystate Asset Management
Illinois
$681K +$748K +2,531 New
SLG
1567
Stanley-Laman Group
Pennsylvania
$680K +$139K +470 +23%
BWA
1568
Burt Wealth Advisors
Maryland
$678K
KIM
1569
Kane Investment Management
California
$677K -$70.6K -239 -9%
MWA
1570
Meridian Wealth Advisors
Texas
$675K
PVM
1571
Palogic Value Management
Texas
$674K
FFA
1572
Florida Financial Advisors
Florida
$672K +$374K +1,266 +103%
SCM
1573
Sage Capital Management
New Jersey
$671K
KP
1574
Keel Point
Alabama
$669K +$94.3K +319 +15%
MWA
1575
Moser Wealth Advisors
Washington
$668K +$46.4K +157 +7%

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.