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
FAM
1776
Fairtree Asset Management
South Africa
$480K +$527K +1,783 New
TIM
1777
Thompson Investment Management
Wisconsin
$479K
W
1778
Wealthquest
Ohio
$477K +$1.18K +4 +0.2%
ACM
1779
Arcataur Capital Management
Wisconsin
$476K -$50.2K -170 -9%
CC
1780
Callan Capital
California
$476K +$90.2K +305 +21%
SIG
1781
Stonegate Investment Group
Alabama
$476K -$19.8K -67 -4%
WMWM
1782
Whitaker-Myers Wealth Managers
Ohio
$476K +$523K +1,769 New
RZH
1783
Relyea Zuckerberg Hanson
Connecticut
$474K -$123K -417 -19%
WI
1784
WrapManager Inc
California
$473K +$520K +1,759 New
NA
1785
Navellier & Associates
Nevada
$473K -$481K -1,626 -49%
IAN
1786
Integrated Advisors Network
Texas
$472K -$23.6K -80 -4%
WFAG
1787
Worth Financial Advisory Group
North Carolina
$470K +$29.9K +101 +6%
KA
1788
Kozak & Associates
Colorado
$468K +$591 +2 +0.1%
EIP
1789
Ellis Investment Partners
Pennsylvania
$468K +$296 +1 +0.1%
BIM
1790
Barton Investment Management
Pennsylvania
$467K
XT
1791
XTX Topco
Cayman Islands
$465K +$511K +1,730 New
SL
1792
Sentinus LLC
Illinois
$465K +$11.2K +38 +2%
FA
1793
Fountainhead AM
New Jersey
$461K +$40.5K +137 +9%
ARMT
1794
Amica Retiree Medical Trust
Rhode Island
$459K -$431K -1,459 -46%
ZCI
1795
Zevenbergen Capital Investments
Washington
$457K
LSPW
1796
Lake Street Private Wealth
Illinois
$457K -$14.8K -50 -3%
NRI
1797
NFP Retirement Inc
California
$456K
M
1798
MOTCO
Texas
$455K +$49.4K +167 +11%
BC
1799
Burney Company
Virginia
$454K +$3.84K +13 +0.8%
FM
1800
Foster & Motley
Ohio
$454K -$8.57K -29 -2%

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.