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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
FFA
2251
Fi3 Financial Advisors
Indiana
$229K -$32.8K -111 -12%
ODIJL
2252
One Day In July LLC
Vermont
$229K -$95.8K -324 -28%
BWFA
2253
Baltimore-Washington Financial Advisors
Maryland
$229K
ABLA
2254
Alan B. Lancz & Associates
Ohio
$229K -$59.1K -200 -19%
GB
2255
Goepper Burkhardt
South Carolina
$229K
JCM
2256
Jacobsen Capital Management
Utah
$229K +$6.8K +23 +3%
SSWM
2257
Sheets Smith Wealth Management
North Carolina
$228K
TFM
2258
TFC Financial Management
Massachusetts
$228K -$21.9K -74 -8%
DCM
2259
Donaldson Capital Management
Indiana
$228K +$250K +847 New
AW
2260
Apricus Wealth
South Carolina
$228K
MCP
2261
Mirador Capital Partners
California
$227K -$24.8K -84 -9%
WMN
2262
Wealth Management Nebraska
Nebraska
$227K +$249K +844 New
PPWM
2263
PFG Private Wealth Management
Florida
$227K -$16.8K -57 -6%
PMFA
2264
Plante Moran Financial Advisors
Michigan
$226K
FC
2265
Financial Council
Maryland
$225K
DIM
2266
DLK Investment Management
California
$225K
AFA
2267
Antonelli Financial Advisors
Michigan
$225K
AHC
2268
Adell Harriman & Carpenter
Texas
$224K +$246K +831 New
KA
2269
Klingman & Associates
New York
$224K +$43.7K +148 +22%
OCM
2270
Orion Capital Management
California
$223K
GWA
2271
GGM Wealth Advisors
Maryland
$223K +$591 +2 +0.2%
KP
2272
Kitching Partners
Pennsylvania
$223K +$245K +828 New
PCM
2273
Parsons Capital Management
Rhode Island
$222K
GWM
2274
GSB Wealth Management
Connecticut
$222K +$887 +3 +0.4%
DF
2275
DecisionPoint Financial
Arizona
$222K

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.