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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
WBC
2226
West Branch Capital
Massachusetts
$239K -$253K -857 -49%
JWM
2227
JGP Wealth Management
Oregon
$238K +$7.39K +25 +3%
EIG
2228
Ellenbecker Investment Group
Wisconsin
$238K
AIM
2229
Advyzon Investment Management
Illinois
$237K +$261K +882 New
BWP
2230
Barlow Wealth Partners
Kentucky
$237K
WP
2231
WealthPLAN Partners
Nebraska
$237K +$260K +880 New
ARC
2232
Advisor Resource Council
Texas
$237K +$810K +2,740 New
BA
2233
Bellwether Advisors
Nebraska
$236K
AA
2234
Acorns Advisers
California
$236K +$34.6K +117 +15%
GWM
2235
Gibbs Wealth Management
Georgia
$235K +$13.3K +45 +5%
IB
2236
Intrust Bank
Kansas
$235K
CWM
2237
Centurion Wealth Management
Virginia
$234K
BP
2238
BNP Paribas
France
$234K +$22.8K +77 +18%
LK
2239
Lumbard & Kellner
New Hampshire
$234K
DC
2240
DeDora Capital
California
$234K
FH
2241
FWG Holdings
Florida
$233K
SIA
2242
SGL Investment Advisors
Montana
$232K +$1.77K +6 +0.7%
MSF
2243
Mustard Seed Financial
Arkansas
$232K
OCM
2244
Osterweis Capital Management
California
$232K +$1.48K +5 +0.6%
WFMPM
2245
Woodley Farra Manion Portfolio Management
Indiana
$232K -$3.84K -13 -1%
SHWM
2246
Smith & Howard Wealth Management
Georgia
$232K
CMS
2247
Capital Market Strategies
Florida
$231K -$98.4K -333 -28%
SFP
2248
Sandbox Financial Partners
Maryland
$231K +$296 +1 +0.1%
PF
2249
Phoenix Financial
Israel
$230K +$252K +852 New
PC
2250
Port Capital
Illinois
$230K -$18.9K -64 -7%

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.