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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
GLA
1651
Good Life Advisors
Pennsylvania
$584K +$61.5K +208 +11%
RCM
1652
Raleigh Capital Management
North Carolina
$583K -$45.8K -155 -7%
PWA
1653
Phoenix Wealth Advisors
North Carolina
$583K +$6.8K +23 +1%
FCM
1654
Family Capital Management
Michigan
$583K +$159K +537 +33%
PCM
1655
Polymer Capital Management
New York
$582K +$240K +812 +60%
BSB
1656
Bangor Savings Bank
Maine
$582K +$296 +1 +0%
WWA
1657
Wisconsin Wealth Advisors
Wisconsin
$581K -$23.6K -80 -4%
PAI
1658
Pittenger & Anderson Inc
Nebraska
$581K -$103K -350 -14%
CCA
1659
Coign Capital Advisors
Utah
$579K -$5.32K -18 -0.8%
IA
1660
Integrity Alliance
Iowa
$579K +$636K +2,151 New
AIM
1661
Acropolis Investment Management
Missouri
$579K -$44.6K -151 -7%
ATC
1662
Adirondack Trust Company
New York
$578K +$8.57K +29 +1%
RMP
1663
Richards, Merrill & Peterson
Washington
$577K +$26K +88 +4%
AC
1664
Addison Capital
Pennsylvania
$577K
CCG
1665
Cypress Capital Group
Florida
$575K +$25.1K +85 +4%
EFSCE
1666
Enterprise Financial Services Corp (EFSC)
Missouri
$574K -$4.43K -15 -0.7%
HCM
1667
Howland Capital Management
Massachusetts
$572K -$2.07K -7 -0.3%
CA
1668
Crumly & Associates
Illinois
$571K -$26K -88 -4%
HFW
1669
Horizon Family Wealth
Illinois
$571K +$627K +2,121 New
MA
1670
MONECO Advisors
Connecticut
$570K +$12.4K +42 +2%
SIA
1671
Schear Investment Advisers
Ohio
$570K +$394K +1,334 +170%
HWM
1672
Horizon Wealth Management
Illinois
$570K +$13K +44 +2%
PWP
1673
Precedent Wealth Partners
Texas
$570K +$15.7K +53 +3%
PJWM
1674
Philip James Wealth Mangement
Georgia
$569K +$1.18K +4 +0.2%
VAG
1675
VisionPoint Advisory Group
Texas
$568K +$50.2K +170 +9%

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.