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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
WCFA
1951
Walkner Condon Financial Advisors
Wisconsin
$365K +$10.6K +36 +3%
KA
1952
KLCM Advisors
Wisconsin
$365K
HFRG
1953
Houlihan Financial Resource Group
Virginia
$365K
CTA
1954
Colonial Trust Advisors
South Carolina
$365K
SCA
1955
Sandy Cove Advisors
Massachusetts
$364K -$13.9K -47 -3%
JWBC
1956
J.W. Burns & Co
New York
$363K
NAMP
1957
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$363K
OFG
1958
Oxford Financial Group
Indiana
$362K +$21.6K +73 +6%
SFG
1959
Shum Financial Group
California
$362K +$69.8K +236 +21%
AWP
1960
Accretive Wealth Partners
New Jersey
$360K +$121K +409 +45%
WP
1961
WealthShield Partners
North Carolina
$360K +$164K +556 +71%
NL
1962
NWAM LLC
Washington
$360K +$34.9K +118 +10%
TCOTS
1963
Trust Company of the South
North Carolina
$359K +$8.87K +30 +2%
OF
1964
Optimize Financial
California
$359K +$394K +1,334 New
PCWA
1965
Pacific Capital Wealth Advisors
California
$358K
NSAM
1966
North Star Asset Management
Wisconsin
$358K +$5.32K +18 +1%
EA
1967
Enclave Advisors
Texas
$357K -$40.2K -136 -9%
WA
1968
Wealthstar Advisors
Texas
$357K +$84.2K +285 +27%
SN
1969
Sittner & Nelson
Oregon
$356K +$296 +1 +0.1%
ATWA
1970
Arbor Trust Wealth Advisors
Michigan
$356K +$101K +342 +35%
GDP
1971
Great Diamond Partners
Maine
$355K +$591 +2 +0.2%
SFWC
1972
Strategic Family Wealth Counselors
New Jersey
$354K +$41.1K +139 +12%
VNA
1973
Valley National Advisers
Pennsylvania
$354K +$43.2K +146 +12%
SAM
1974
Summit Asset Management
Tennessee
$354K
CAL
1975
Capital Advisors Ltd
Ohio
$353K -$1.77K -6 -0.5%

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.