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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
PTC
2126
Petrus Trust Company
Texas
$280K +$308K +1,041 New
ONST
2127
Old North State Trust
North Carolina
$280K
SIC
2128
Sterling Investment Counsel
New York
$280K +$307K +1,040 New
NQWM
2129
Northwest Quadrant Wealth Management
Oregon
$280K +$296 +1 +0.1%
GWM
2130
Greenwich Wealth Management
Connecticut
$279K -$105K -356 -26%
FWA
2131
Flagship Wealth Advisors
Massachusetts
$279K
PMSA
2132
Patrick M. Sweeney & Associates
Illinois
$279K -$14.8K -50 -5%
OPPS
2133
Obsidian Personal Planning Solutions
Maryland
$279K
1C
2134
111 Capital
France
$278K +$305K +1,033 New
BW
2135
BIP Wealth
Georgia
$278K +$296 +1 +0.1%
EC
2136
EntryPoint Capital
New York
$278K +$305K +1,032 New
LWA
2137
Lineweaver Wealth Advisors
Ohio
$277K -$6.5K -22 -2%
MHC
2138
May Hill Capital
Massachusetts
$277K -$12.1K -41 -4%
PCM
2139
Park Capital Management
Wisconsin
$276K +$13.3K +45 +5%
BCM
2140
BluePointe Capital Management
California
$276K +$59.1K +200 +24%
PMWMG
2141
Parr McKnight Wealth Management Group
Minnesota
$276K -$296 -1 -0.1%
CCA
2142
Cottonwood Capital Advisors
Utah
$274K -$70.9K -240 -19%
WAS
2143
Wealth Advisory Solutions
Indiana
$274K -$227K -769 -43%
SCM
2144
Stonebridge Capital Management
California
$274K
WC
2145
Waterloo Capital
Texas
$274K -$262K -887 -47%
PCM
2146
Princeton Capital Management
New Jersey
$273K
VIP
2147
Vista Investment Partners
Oklahoma
$273K -$192K -650 -39%
TIM
2148
Tortoise Investment Management
New York
$273K -$77.7K -263 -21%
BWM
2149
Buckley Wealth Management
Nevada
$273K -$21K -71 -7%
MAWCM
2150
Mine & Arao Wealth Creation & Management
California
$271K +$591 +2 +0.2%

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.