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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
QWP
1601
Quotient Wealth Partners
Texas
$640K +$4.73K +16 +0.7%
DDPIC
1602
Deroy & Devereaux Private Investment Counsel
Michigan
$640K
WCG
1603
Weaver Consulting Group
California
$640K
MAM
1604
MWA Asset Management
Massachusetts
$640K -$12.1K -41 -2%
MSA
1605
Marino Stram & Associates
Massachusetts
$639K
CCA
1606
Childress Capital Advisors
Texas
$639K -$18.6K -63 -3%
MMG
1607
Monetary Management Group
Missouri
$639K
GAA
1608
Global Assets Advisory
Florida
$638K +$748K +2,531 New
TIA
1609
Traphagen Investment Advisors
New Jersey
$637K -$68.9K -233 -9%
KCPG
1610
Kavar Capital Partners Group
Kansas
$635K -$163K -550 -19%
QFA
1611
Quantum Financial Advisors
California
$634K
SCA
1612
Stonebridge Capital Advisors
Minnesota
$634K -$36.1K -122 -5%
RCG
1613
Regatta Capital Group
California
$634K
AIM
1614
Athena Investment Management
California
$633K -$54.1K -183 -7%
WFA
1615
WMG Financial Advisors
Tennessee
$633K
TAM
1616
Trillium Asset Management
Massachusetts
$632K -$29.6K -100 -4%
OWA
1617
One Wealth Advisors
California
$630K +$314K +1,062 +83%
BCG
1618
Breakwater Capital Group
New Jersey
$629K -$9.75K -33 -1%
MFT
1619
Moisand Fitzgerald Tamayo
Florida
$629K
UB
1620
Umpqua Bank
Oregon
$624K +$10.3K +35 +2%
PHAM
1621
Palisades Hudson Asset Management
Florida
$623K -$120K -406 -15%
EI
1622
Ecofi Investissements
France
$621K
MBTD
1623
Mechanics Bank - Trust Department
California
$620K
SLA
1624
Silver Lake Advisory
Utah
$616K +$887 +3 +0.1%
AWM
1625
Arista Wealth Management
Nevada
$615K +$3.55K +12 +0.5%

AXP Hedge Fund Activity: Q1 2025 in Review

2,614 of the 7,459 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.