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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
KPWG
1851
KFA Private Wealth Group
Virginia
$428K +$1.48K +5 +0.3%
R
1852
Rebalance
California
$426K -$56.5K -191 -11%
KLI
1853
Kelman-Lazarov Inc
Tennessee
$426K +$2.66K +9 +0.6%
JIP
1854
Jaffetilchin Investment Partners
Florida
$425K +$83.6K +283 +22%
FBC
1855
Fairfield, Bush & Co
Connecticut
$425K +$44.3K +150 +10%
LFS
1856
Legacy Financial Strategies
Kansas
$424K -$19.8K -67 -4%
YDMI
1857
Y.D. More Investments
Israel
$424K +$8.28K +28 +2%
APIM
1858
Agate Pass Investment Management
Washington
$422K -$44.3K -150 -9%
MPW
1859
Monterey Private Wealth
California
$422K +$591 +2 +0.1%
AW
1860
Alteri Wealth
California
$422K -$192K -650 -29%
FDDB
1861
Fidelity D&D Bancorp
Pennsylvania
$420K
SDAM
1862
Shulman DeMeo Asset Management
New York
$419K +$1.48K +5 +0.3%
NC
1863
North Capital
Utah
$419K +$460K +1,557 New
SOS
1864
Silver Oak Securities
Tennessee
$418K +$44.3K +150 +11%
TFA
1865
Toth Financial Advisory
Virginia
$417K -$94.9K -321 -17%
NEWAS
1866
N.E.W. Advisory Services
Wisconsin
$417K +$199K +674 +77%
FB
1867
First Bancorp
Maine
$416K -$30.1K -102 -6%
NA
1868
Nautilus Advisors
California
$415K +$26.9K +91 +6%
6F
1869
626 Financial
Michigan
$415K +$296 +1 +0.1%
SCP
1870
Sivia Capital Partners
California
$414K +$26K +88 +6%
CWM
1871
Centric Wealth Management
Illinois
$413K
RMDI
1872
R.M. Davis Inc
Maine
$412K +$236K +800 +109%
WCM
1873
Windsor Capital Management
Arizona
$411K -$28.7K -97 -6%
AHL
1874
Abel Hall LLC
Louisiana
$411K +$144K +488 +47%
FWIA
1875
Fort Washington Investment Advisors
Ohio
$411K

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.