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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
KAS
1701
KPP Advisory Services
Kentucky
$545K +$63.5K +215 +12%
KF
1702
KKM Financial
Illinois
$545K
BFS
1703
BridgePort Financial Solutions
Iowa
$544K -$2.07K -7 -0.3%
CA
1704
Calton & Associates
Florida
$543K +$376K +1,272 +170%
OWA
1705
ORBA Wealth Advisors
Illinois
$543K
LCGC
1706
Legacy Capital Group California
California
$542K -$16K -54 -3%
SFG
1707
Sunburst Financial Group
Alabama
$541K -$59.1K -200 -9%
SWMP
1708
Signature Wealth Management Partners
New Jersey
$541K -$37.2K -126 -6%
TWM
1709
Thrive Wealth Management
Pennsylvania
$539K -$18K -61 -3%
CIA
1710
Caerus Investment Advisors
Texas
$538K
HA
1711
Harbor Advisors
Florida
$538K
PHM
1712
Prospect Hill Management
New Jersey
$538K +$333K +1,125 +129%
MUAMU
1713
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$538K -$2.07M -7,000 -78%
MCM
1714
Magnolia Capital Management
New York
$538K
DW30
1715
Drucker Wealth 3.0
New Jersey
$537K +$26K +88 +5%
BA
1716
Ballast Advisors
Minnesota
$535K -$126K -427 -18%
LSIA
1717
LaSalle St. Investment Advisors
Illinois
$535K +$6.5K +22 +1%
PG
1718
Prostatis Group
Maryland
$535K -$887 -3 -0.2%
GCA
1719
Genesee Capital Advisors
New York
$534K -$7.39K -25 -1%
LI
1720
LMCG Investments
Massachusetts
$534K -$1.48K -5 -0.3%
WG
1721
Wealth Group
North Carolina
$532K +$98.7K +334 +20%
AIM
1722
Allen Investment Management
New York
$532K
SWA
1723
Sax Wealth Advisors
New Jersey
$532K +$20.7K +70 +4%
BCM
1724
Blume Capital Management
California
$528K -$25.4K -86 -4%
DIP
1725
Davis Investment Partners
North Carolina
$527K -$1.7M -5,741 -74%

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.