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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
SIMG
1901
Sonora Investment Management Group
Arizona
$397K +$181K +613 +71%
VA
1902
Valmark Advisers
Ohio
$396K -$35.2K -119 -7%
FBFS
1903
First Business Financial Services
Wisconsin
$395K
MWM
1904
MinichMacGregor Wealth Management
New York
$395K +$206K +696 +90%
BWM
1905
Birchcreek Wealth Management
Ohio
$394K -$31K -105 -7%
CCM
1906
Crew Capital Management
Ohio
$393K +$4.43K +15 +1%
DWM
1907
Drive Wealth Management
Utah
$393K -$10.3K -35 -2%
FNC
1908
First National Corp
Massachusetts
$392K
JJBC
1909
James J. Burns & Company
New York
$391K
CSPIA
1910
Cary Street Partners Investment Advisory
Virginia
$391K +$37.5K +127 +10%
OWM
1911
OneAscent Wealth Management
Alabama
$391K +$7.39K +25 +2%
HWA
1912
HHM Wealth Advisors
Tennessee
$391K
EFM
1913
E Fund Management
China
$390K +$21K +71 +5%
TNA
1914
True North Advisors
Texas
$390K +$45.8K +155 +12%
AWM
1915
Austin Wealth Management
Texas
$388K +$23.4K +79 +6%
AWM
1916
Aprio Wealth Management
Georgia
$388K +$99K +335 +30%
ECAM
1917
East Coast Asset Management
Massachusetts
$388K
SHJ
1918
Sharkey, Howes & Javer
Colorado
$387K -$280K -946 -40%
FA
1919
Financial Advisors
Massachusetts
$387K
PG
1920
Patten Group
Tennessee
$387K +$6.8K +23 +2%
CF
1921
Centaurus Financial
California
$387K -$49.4K -167 -10%
CPA
1922
Capital Performance Advisors
California
$385K +$423K +1,431 New
ACI
1923
Alpha Cubed Investments
California
$384K +$93.7K +317 +29%
CPC
1924
Consolidated Planning Corp
Georgia
$384K -$5.03K -17 -1%
HWA
1925
Heritage Wealth Advisors
Virginia
$384K -$1.18K -4 -0.3%

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.