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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
HTIM
1801
Harbour Trust & Investment Management
Indiana
$454K
SMC
1802
Smith, Moore & Co
Missouri
$454K -$76.3K -258 -13%
SI
1803
Severin Investments
Missouri
$454K -$8.28K -28 -2%
WA1
1804
Wimmer Associates 1
California
$453K
SC
1805
Schubert & Co
Texas
$453K +$8.87K +30 +2%
NCM
1806
Northside Capital Management
Oregon
$453K
HIG
1807
Heritage Investment Group
Florida
$452K
CHC
1808
City Holding Co
West Virginia
$450K +$23.1K +78 +5%
1WM
1809
1858 Wealth Management
Ohio
$450K -$243K -823 -33%
AF
1810
Apexium Financial
Texas
$448K -$179K -604 -27%
EWA
1811
Exencial Wealth Advisors
Oklahoma
$448K +$32.5K +110 +7%
AWM
1812
Accel Wealth Management
Iowa
$447K +$7.98K +27 +2%
PFW
1813
Petros Family Wealth
Minnesota
$447K +$31.9K +108 +7%
HWM
1814
Hemington Wealth Management
Virginia
$446K +$11.2K +38 +2%
MCWA
1815
Meadow Creek Wealth Advisors
Georgia
$445K +$2.66K +9 +0.5%
OA
1816
Oxbow Advisors
Texas
$445K
DP
1817
Dearborn Partners
Illinois
$444K -$2.96K -10 -0.6%
PFGIA
1818
Patriot Financial Group Insurance Agency
Massachusetts
$444K -$177K -598 -27%
MSCM
1819
McElhenny Sheffield Capital Management
Texas
$444K +$1.48K +5 +0.3%
RPGK
1820
Retirement Planning Group (Kansas)
Kansas
$443K +$70.1K +237 +17%
PWM
1821
Pines Wealth Management
North Carolina
$443K -$32.5K -110 -5%
NFC
1822
Northeast Financial Consultants
Connecticut
$443K
MPIA
1823
Mountain Pacific Investment Advisers
Idaho
$443K -$59.1K -200 -11%
AWA
1824
Acorn Wealth Advisors
Michigan
$442K
BFA
1825
Brown Financial Advisors
Ohio
$442K +$17.1K +58 +4%

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.