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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
HFS
1976
Heritage Financial Services
Massachusetts
$353K
BTD
1977
BankPlus Trust Department
Mississippi
$353K +$24.5K +83 +7%
PWP
1978
Phillips Wealth Planners
Mississippi
$353K +$137K +464 +49%
CCG
1979
Catalina Capital Group
California
$352K -$605K -2,047 -61%
MMHP
1980
Murphy Middleton Hinkle & Parker
Georgia
$351K
AFT
1981
Alpha Family Trust
California
$351K
FA
1982
Fagan Associates
New York
$350K
AWA
1983
Alta Wealth Advisors
Massachusetts
$350K +$591 +2 +0.2%
AMG
1984
Advisors Management Group
Wisconsin
$348K -$887 -3 -0.2%
BI
1985
Ballast Inc
Kentucky
$347K +$381K +1,288 New
AF
1986
Apollon Financial
South Carolina
$346K +$17.7K +60 +5%
4WM
1987
4J Wealth Management
Virginia
$344K
SAA
1988
Southeast Asset Advisors
Georgia
$344K +$591 +2 +0.2%
BOPW
1989
Brandywine Oak Private Wealth
Pennsylvania
$343K -$887 -3 -0.2%
MAG
1990
Mayfair Advisory Group
Alabama
$343K
WTB
1991
Washington Trust Bank
Washington
$342K -$358K -1,211 -49%
SWM
1992
Stockman Wealth Management
Montana
$342K -$3.84K -13 -1%
MCM
1993
Mainstream Capital Management
California
$342K -$3.55K -12 -0.9%
RA
1994
Ruggaard & Associates
Ohio
$342K
EPP
1995
ETF Portfolio Partners
Kansas
$341K
BP
1996
BBR Partners
New York
$340K -$159K -537 -30%
CAG
1997
Centerpoint Advisory Group
Kansas
$340K
MF
1998
Manchester Financial
California
$338K
SCM
1999
Sterneck Capital Management
Missouri
$338K
OCBCO
2000
Oversea-Chinese Banking Corp (OCBC)
Singapore
$338K +$114K +387 +45%

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.