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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
1WM
2051
1900 Wealth Management
Texas
$319K +$5.62K +19 +2%
AC
2052
AlphaCore Capital
California
$317K +$68.6K +232 +25%
NFG
2053
Nadler Financial Group
Illinois
$317K
GFPC
2054
Global Financial Private Client
Florida
$317K +$7.98K +27 +2%
MIM
2055
Montgomery Investment Management
Maryland
$316K
TC
2056
Truvestments Capital
Florida
$314K -$2.66K -9 -0.8%
OPA
2057
Old Port Advisors
Maine
$313K +$12.1K +41 +4%
EWA
2058
Encompass Wealth Advisors
Oregon
$313K
BCM
2059
Berbice Capital Management
New York
$313K +$4.14K +14 +1%
VCM
2060
Vivaldi Capital Management
Illinois
$313K +$88.1K +298 +34%
BEW
2061
Burton Enright Welch
California
$313K -$296 -1 -0.1%
GWM
2062
Gitterman Wealth Management
New Jersey
$312K -$155K -525 -31%
MPM
2063
MBB Public Markets
Illinois
$312K +$343K +1,161 New
1832 Asset Management
2064
1832 Asset Management
Ontario, Canada
$312K -$197M -665,799 -100%
FCA
2065
FLC Capital Advisors
California
$311K
AA
2066
Armis Advisers
Georgia
$310K +$344K +1,163 New
CFO
2067
CVA Family Office
Colorado
$309K -$2.66K -9 -0.8%
SEA
2068
Stegent Equity Advisors
Texas
$309K -$15.7K -53 -4%
KIG
2069
Kessler Investment Group
Indiana
$308K +$339K +1,146 New
AWAU
2070
Alliance Wealth Advisors (Utah)
Utah
$308K -$11.2K -38 -3%
NWM
2071
Northwest Wealth Management
Iowa
$308K -$887 -3 -0.3%
BTWM
2072
Brass Tax Wealth Management
Ohio
$307K +$296 +1 +0.1%
CG
2073
Clifford Group
Massachusetts
$306K
HI
2074
Hudock Inc
Pennsylvania
$304K
UFA
2075
Uptown Financial Advisors
Texas
$303K

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.