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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
OWP
2101
ORG Wealth Partners
Texas
$292K +$66.5K +225 +26%
BCM
2102
BTC Capital Management
Iowa
$292K -$887 -3 -0.3%
BWA
2103
Bestgate Wealth Advisors
Maryland
$292K
SFGP
2104
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$291K +$3.84K +13 +1%
SCM
2105
Saxony Capital Management
Missouri
$290K +$5.91K +20 +2%
GGI
2106
Godsey & Gibb Inc
Virginia
$289K -$5.91K -20 -2%
BA
2107
Bristlecone Advisors
Washington
$289K
FBT
2108
First Bankers Trust
Kentucky
$289K +$14.5K +49 +5%
HI
2109
Humankind Investments
New York
$289K -$4.73K -16 -1%
NI
2110
NDVR Inc
Massachusetts
$289K -$296 -1 -0.1%
WCM
2111
Wedge Capital Management
North Carolina
$289K +$43.5K +147 +16%
MA
2112
Mezzasalma Advisors
New Jersey
$288K +$23.6K +80 +8%
APG
2113
Abacus Planning Group
South Carolina
$287K +$591 +2 +0.2%
NAMNJ
2114
NorthStar Asset Management (New Jersey)
New Jersey
$287K -$2.37K -8 -0.7%
CF
2115
Claris Financial
Virginia
$286K
GSEP
2116
Golden State Equity Partners
California
$286K -$3.84K -13 -1%
ATI
2117
Act Two Investors
California
$285K -$173K -585 -36%
FMII
2118
Farmers & Merchants Investments Inc
Nebraska
$285K +$50K +169 +19%
PA
2119
Planning Alternatives
Michigan
$285K +$313K +1,058 New
GIA
2120
Guyasuta Investment Advisors
Pennsylvania
$284K
THL
2121
Tillman Hartley LLC
Colorado
$284K -$90.4K -306 -23%
AFW
2122
Avantra Family Wealth
Pennsylvania
$282K
DFA
2123
Delta Financial Advisors
Louisiana
$282K
SFP
2124
Shepherd Financial Partners
Massachusetts
$281K
CIAS
2125
Capital Investment Advisory Services
North Carolina
$280K -$1.77K -6 -0.6%

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.