We are live on ! Find out more
AXP icon

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
DTC
1726
Davidson Trust Company
Washington
$527K +$91.6K +310 +19%
HFM
1727
Harvest Fund Management
China
$523K -$2.86M -9,672 -83%
ZBNA
1728
Zions Bancorporation, National Association
Utah
$523K +$574K +1,943 New
AWE
1729
Avidian Wealth Enterprises
Texas
$520K +$6.5K +22 +1%
IFO
1730
Independent Family Office
New York
$520K
IIA
1731
IPG Investment Advisors
California
$519K +$296K +1,000 +108%
BIC
1732
Beach Investment Counsel
Pennsylvania
$519K -$250K -845 -30%
KMWM
1733
Keudell/Morrison Wealth Management
Oregon
$518K
LFM
1734
LGT Fund Management
Liechtenstein
$517K -$571K -1,931 -50%
MSWA
1735
Marshall & Sterling Wealth Advisors
New York
$514K -$54.4K -184 -9%
RPC
1736
Rossmore Private Capital
Connecticut
$514K -$57.3K -194 -9%
WKSWA
1737
White Knight Strategic Wealth Advisors
New Jersey
$513K -$569K -1,925 -50%
MAWA
1738
Moss Adams Wealth Advisors
Washington
$512K -$25.4K -86 -4%
WIM
1739
Wittenberg Investment Management
Massachusetts
$511K -$151K -510 -21%
CIG
1740
Cairn Investment Group
Washington
$511K
OC
1741
Optima Capital
Oregon
$510K
TNBTD
1742
Trustmark National Bank Trust Department
Mississippi
$509K +$7.39K +25 +1%
RS
1743
R Squared
Hong Kong
$509K +$559K +1,890 New
PWP
1744
PrairieView Wealth Partners
Illinois
$508K +$21K +71 +4%
GFP
1745
Gryphon Financial Partners
Ohio
$508K +$218K +738 +64%
KCM
1746
Kathmere Capital Management
Pennsylvania
$507K +$28.1K +95 +5%
SGK
1747
Steigerwald Gordon & Koch
Virginia
$507K +$73.9K +250 +15%
HR
1748
Howe & Rusling
New York
$505K +$12.7K +43 +2%
MFC
1749
Mechanics Financial Corp
Ohio
$505K +$34.3K +116 +7%
RWP
1750
Ridgecrest Wealth Partners
California
$504K

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.