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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
BSSFA
1926
Baron Silver Stevens Financial Advisors
Florida
$383K +$14.8K +50 +4%
TNAM
1927
Terra Nova Asset Management
New York
$382K +$887 +3 +0.2%
MIM
1928
Merrion Investment Management
New Jersey
$381K -$120K -405 -22%
FWM
1929
Forza Wealth Management
Florida
$381K
FOA
1930
Five Oceans Advisors
California
$381K +$5.32K +18 +1%
C
1931
Certuity
Florida
$380K -$18.9K -64 -4%
PWA
1932
Physician Wealth Advisors
Utah
$380K
AAG
1933
Armstrong Advisory Group
Massachusetts
$379K
MW
1934
Maia Wealth
Colorado
$379K +$26.6K +90 +6%
TC
1935
TFR Capital
Texas
$378K +$416K +1,406 New
IC
1936
Inscription Capital
Texas
$378K +$490K +1,659 New
GAMC
1937
Garner Asset Management Corp
Texas
$377K -$5.62K -19 -1%
HTHT
1938
Hemenway Trust Hemenway Trust
New Hampshire
$377K +$414K +1,400 New
PCA
1939
Prosperity Capital Advisors
Ohio
$376K -$15.7K -53 -4%
FFP
1940
FourThought Financial Partners
Florida
$374K +$10.3K +35 +3%
OL
1941
Optas LLC
Texas
$374K +$4.43K +15 +1%
WH
1942
Willner & Heller
California
$372K +$8.28K +28 +2%
HCA
1943
Hyperion Capital Advisors
New York
$371K
FFBTD
1944
First Financial Bank - Trust Division
Ohio
$370K +$1.48K +5 +0.4%
TTWM
1945
TCV Trust & Wealth Management
Virginia
$370K -$31K -105 -7%
BSHC
1946
Breed's Hill Capital
Massachusetts
$369K
ISWM
1947
Independent Solutions Wealth Management
New York
$369K -$5.91K -20 -1%
1CP
1948
17 Capital Partners
Arizona
$368K
LPT
1949
Legacy Private Trust
Wisconsin
$367K
EWM
1950
EPG Wealth Management
Georgia
$366K +$35.8K +121 +10%

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.