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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
FPL
2076
Fortress Private Ledger
North Carolina
$302K +$89.3K +302 +37%
LI
2077
Lafayette Investments
Maryland
$302K -$23.6K -80 -7%
NCM
2078
Novare Capital Management
North Carolina
$301K -$25.1K -85 -7%
EFG
2079
Ehrlich Financial Group
California
$301K +$887 +3 +0.3%
VWA
2080
Visionary Wealth Advisors
Illinois
$301K +$61.2K +207 +23%
SWTS
2081
Stonehaven Wealth & Tax Solutions
Wisconsin
$301K -$154K -520 -32%
EGWAG
2082
Elwood & Goetz Wealth Advisory Group
Georgia
$300K
KWM
2083
Keebeck Wealth Management
Illinois
$300K -$5.32K -18 -2%
NED
2084
Nancy E. Dempze
$300K +$34K +115 +12%
SFG
2085
SevenBridge Financial Group
Pennsylvania
$300K +$591 +2 +0.2%
KWM
2086
Kingsman Wealth Management
Florida
$299K +$329K +1,112 New
GFA
2087
Gallagher Fiduciary Advisors
Illinois
$299K -$35.2K -119 -10%
AWA
2088
AGH Wealth Advisors
Kansas
$299K -$7.39K -25 -2%
SSWM
2089
Strait & Sound Wealth Management
California
$298K
DOA
2090
D'Orazio & Associates
Virginia
$298K +$12.4K +42 +4%
TPA
2091
Trivium Point Advisory
Connecticut
$297K +$57.9K +196 +22%
BWG
2092
Berry Wealth Group
Texas
$296K +$326K +1,102 New
ASG
2093
Ariston Services Group
California
$296K
GWP
2094
Gateway Wealth Partners
Wisconsin
$295K
A
2095
AlphaQuest
New York
$295K +$190K +642 +142%
VFG
2096
Victory Financial Group
Texas
$294K +$322K +1,090 New
AT
2097
Arlington Trust
Alabama
$294K
TA
2098
TruWealth Advisors
Louisiana
$293K +$322K +1,088 New
PCMC
2099
Paragon Capital Management (Colorado)
Colorado
$292K
AFM
2100
Aspetuck Financial Management
Connecticut
$292K

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.