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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
XC
2176
XY Capital
Hong Kong
$262K +$242K +820 +532%
HFS
2177
Hopwood Financial Services
Virginia
$262K -$13.3K -45 -4%
SW
2178
Simplicity Wealth
New Jersey
$261K -$169K -573 -37%
WAM
2179
Weatherly Asset Management
California
$261K +$33.7K +114 +13%
AC
2180
Apella Capital
Connecticut
$260K +$18K +61 +7%
IBOK
2181
Independence Bank of Kentucky
Kentucky
$260K -$7.39K -25 -3%
RFM
2182
Royal Fund Management
Florida
$259K +$591 +2 +0.2%
S
2183
Sunpointe
Missouri
$259K -$3.84K -13 -1%
SHFP
2184
Second Half Financial Partners
Florida
$259K +$6.5K +22 +2%
T
2185
TOBAM
France
$259K -$258K -873 -48%
HG
2186
Harbor Group
New Hampshire
$258K +$591 +2 +0.2%
PAW
2187
Plan A Wealth
Nebraska
$258K +$283K +959 New
CA
2188
Cornerstone Advisory
Maryland
$257K +$33.4K +113 +14%
CWA
2189
CJM Wealth Advisers
Virginia
$256K -$28.4K -96 -9%
Acadian Asset Management
2190
Acadian Asset Management
Massachusetts
$255K -$3.77M -12,765 -93%
TW
2191
Transform Wealth
Colorado
$255K +$280K +946 New
ACA
2192
Ackerman Capital Advisors
Texas
$255K
PL
2193
Perpetual Ltd
Australia
$254K
FPW
2194
Fairvoy Private Wealth
Alabama
$254K -$9.46K -32 -3%
CPSAC
2195
Chas P. Smith & Associates (CPS)
Florida
$253K -$591 -2 -0.2%
QWM
2196
Quadcap Wealth Management
Texas
$253K +$12.7K +43 +5%
LCWP
2197
Legacy Capital Wealth Partners
Arkansas
$253K -$60.3K -204 -18%
MC
2198
Marest Capital
California
$252K +$591 +2 +0.2%
HA
2199
HC Advisors
Georgia
$252K +$591 +2 +0.2%
GS
2200
GWN Securities
Florida
$252K +$47K +159 +20%

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.