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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
CFS
2151
CRA Financial Services
New Jersey
$270K
FGWP
2152
Founders Grove Wealth Partners
Virginia
$270K
AA
2153
Alesco Advisors
New York
$270K +$5.91K +20 +2%
SA
2154
Sovran Advisors
California
$270K -$25.7K -87 -8%
APW
2155
Acima Private Wealth
Virginia
$269K -$591K -2,000 -67%
WC
2156
Wexford Capital
Florida
$269K -$88.7K -300 -23%
OSNBOA
2157
Old Second National Bank of Aurora
Illinois
$269K -$2.96K -10 -1%
ACM
2158
Aurdan Capital Management
Pennsylvania
$269K
FNT
2159
First Nebraska Trust
Nebraska
$269K +$13.3K +45 +5%
RS
2160
Rakuten Securities
Japan
$269K +$120K +407 +69%
SC
2161
Sierra Capital
Florida
$269K -$255K -862 -46%
CAM
2162
Close Asset Management
United Kingdom
$269K
PWAM
2163
Pinnacle West Asset Management
Wyoming
$269K
Cohen & Steers
2164
Cohen & Steers
New York
$269K +$296K +1,000 New
EBA
2165
Eagle Bay Advisors
New York
$268K -$4.43K -15 -1%
MCM
2166
Monument Capital Management
Virginia
$268K -$15.7K -53 -5%
CCWM
2167
Correct Capital Wealth Management
Missouri
$268K
CAC
2168
Certified Advisory Corp
Florida
$267K -$42.3K -143 -13%
CST
2169
Charles Schwab Trust
Nevada
$267K +$294K +993 New
AIA
2170
Allied Investment Advisors
Montana
$266K
VIM
2171
Vista Investment Management
Pennsylvania
$264K -$30.1K -102 -9%
SF
2172
Safeguard Financial
Wisconsin
$264K -$39.6K -134 -12%
NF
2173
NavPoint Financial
Minnesota
$264K
VCM
2174
Virtue Capital Management
Tennessee
$263K +$289K +977 New
CL
2175
COWA LLC
Oklahoma
$262K

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.