We are live on ! Find out more
AXP icon

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
HBT
2026
Heartland Bank & Trust
Illinois
$328K -$1.48K -5 -0.4%
MC
2027
Middleton & Co
Massachusetts
$328K
HWA
2028
Heartwood Wealth Advisors
Virginia
$328K
NFG
2029
Nations Financial Group
Iowa
$327K -$2.96K -10 -0.8%
VFA
2030
Voya Financial Advisors
Connecticut
$327K +$296 +1 +0.1%
MHR
2031
Matthew Hamilton Rosenberg
$327K -$4.43K -15 -1%
CWM
2032
Connecticut Wealth Management
Connecticut
$327K +$29.3K +99 +9%
BFG
2033
Bouchey Financial Group
New York
$326K +$1.77K +6 +0.5%
HC
2034
Hamilton Capital
Ohio
$326K -$79.8K -270 -18%
EDRH
2035
Edmond de Rothschild Holding
Switzerland
$325K -$202K -684 -36%
SMWM
2036
Silvia McColl Wealth Management
California
$325K +$12.4K +42 +4%
HPM
2037
Hoxton Planning & Management
West Virginia
$324K +$591 +2 +0.2%
OWM
2038
Orca Wealth Management
Florida
$324K +$356K +1,206 New
OFG
2039
Omega Financial Group
California
$323K
RPWA
2040
Regent Peak Wealth Advisors
Georgia
$322K -$887 -3 -0.2%
CIP
2041
Convergence Investment Partners
Florida
$322K -$47.3K -160 -12%
GJIA
2042
Glass Jacobson Investment Advisors
Maryland
$322K
VBFG
2043
Vishria Bird Financial Group
Tennessee
$322K
SIC
2044
Samalin Investment Counsel
New York
$322K +$52.3K +177 +17%
LSWP
2045
Liberty Square Wealth Partners
Pennsylvania
$321K
MIC
2046
Means Investment Company
Maine
$321K -$133K -450 -27%
FAM
2047
Formidable Asset Management
Ohio
$321K
ATS
2048
Ashton Thomas Securities
New York
$320K -$21.6K -73 -6%
HFS
2049
Howard Financial Services
Texas
$320K -$93.4K -316 -21%
CAAS
2050
Capital Asset Advisory Services
Michigan
$319K -$76K -257 -18%

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.