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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
SIAP
1751
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$504K +$74.8K +253 +16%
KFGK
1752
Keystone Financial Group (Kentucky)
Kentucky
$503K +$5.03K +17 +0.9%
BIG
1753
Brookwood Investment Group
Arizona
$501K +$551K +1,864 New
AA
1754
Advisory Alpha
Michigan
$501K +$74.8K +253 +16%
AAS
1755
Annex Advisory Services
Wisconsin
$500K +$91.6K +310 +20%
SPWG
1756
Sage Private Wealth Group
Illinois
$500K +$2.66K +9 +0.5%
IIC
1757
Integrated Investment Consultants
Michigan
$499K +$33.1K +112 +6%
WCM
1758
Whitener Capital Management
North Carolina
$496K -$28.1K -95 -5%
LWM
1759
Liberty Wealth Management
California
$495K -$7.68K -26 -1%
HWMO
1760
Heritage Wealth Management (Ohio)
Ohio
$493K +$137K +465 +34%
PIP
1761
Peachtree Investment Partners
Florida
$492K +$177K +600 +49%
MTIC
1762
Missouri Trust & Investment Company
Missouri
$492K -$9.46K -32 -2%
FCM
1763
Fairbanks Capital Management
California
$491K -$31.3K -106 -5%
BFC
1764
Blue Fin Capital
Rhode Island
$491K
VFA
1765
Values First Advisors
Tennessee
$490K +$183K +619 +51%
CCWM
1766
Cassaday & Co Wealth Management
Virginia
$490K -$28.7K -97 -5%
CIS
1767
Custom Index Systems
New York
$487K -$244K -824 -31%
FPW
1768
Flagship Private Wealth
Massachusetts
$486K -$89K -301 -14%
BOTPPF
1769
Board of the Pension Protection Fund
United Kingdom
$484K -$532K -1,800 -50%
BMWS
1770
Brady Martz Wealth Solutions
North Dakota
$484K +$296 +1 +0.1%
WFI
1771
West Family Investments
California
$483K -$6.5K -22 -1%
CH
1772
Cromwell Holdings
Wyoming
$482K
TVAMP
1773
Tennessee Valley Asset Management Partners
Tennessee
$482K +$3.55K +12 +0.7%
ACM
1774
Allred Capital Management
Texas
$481K +$296 +1 +0.1%
RCM
1775
RNC Capital Management
California
$481K -$929K -3,142 -64%

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.