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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
PWM
2001
Pinnacle Wealth Management
California
$338K -$2.13M -7,209 -85%
SWM
2002
Silverlake Wealth Management
Vermont
$337K -$591 -2 -0.2%
RAM
2003
Redmond Asset Management
Virginia
$337K
VWM
2004
Vigilare Wealth Management
Arizona
$337K
EGA
2005
E&G Advisors
Texas
$337K +$29.6K +100 +9%
KB
2006
Kimelman & Baird
New York
$336K
CS
2007
Capital Square
Tennessee
$336K -$70.9K -240 -16%
MCM
2008
Mendel Capital Management
Arkansas
$336K -$5.03K -17 -1%
TLA
2009
Tanglewood Legacy Advisors
Texas
$336K
LW
2010
Libra Wealth
California
$335K
BSAM
2011
Blue Square Asset Management
New York
$334K
SAM
2012
Secure Asset Management
Michigan
$333K +$68.6K +232 +23%
SWA
2013
SFMG Wealth Advisors
Texas
$333K +$4.14K +14 +1%
TFF
2014
The Family Firm
Maryland
$332K +$887 +3 +0.2%
RSVP
2015
Ramsay Stattman Vela & Price
Colorado
$331K +$364K +1,231 New
HIIFS
2016
Harel Insurance Investments & Financial Services
Israel
$331K +$1.48K +5 +0.4%
VCM
2017
Versant Capital Management
Arizona
$331K +$5.62K +19 +2%
VAS
2018
Vestmark Advisory Solutions
Massachusetts
$330K -$31K -105 -8%
KFA
2019
Kapstone Financial Advisors
Ohio
$330K
FCM
2020
Firestone Capital Management
Florida
$330K +$2.96K +10 +0.8%
WMA
2021
West Michigan Advisors
Michigan
$329K +$69.8K +236 +24%
CSB
2022
City State Bank
Iowa
$329K
KFI
2023
Key Financial Inc
Pennsylvania
$329K
WMP
2024
Wealth Management Partners
Arizona
$328K +$296 +1 +0.1%
ECA
2025
Elevated Capital Advisors
Utah
$328K -$71.8K -243 -17%

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.