We are live on ! Find out more
AXP icon

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
BC
2276
Bridgefront Capital
Texas
$222K +$244K +824 New
MMA
2277
Mizuho Markets Americas
New York
$221K +$243K +823 New
TSS
2278
Two Sigma Securities
New York
$221K -$914K -3,093 -79%
TIP
2279
Tandem Investment Partners
New Jersey
$221K
NECFA
2280
New England Capital Financial Advisors
Connecticut
$220K +$296 +1 +0.1%
ST
2281
Sabal Trust
Florida
$220K +$241K +816 New
BCM
2282
Becker Capital Management
Oregon
$219K -$8.87K -30 -4%
CWAF
2283
Core Wealth Advisors (Florida)
Florida
$218K +$240K +812 New
RFP
2284
Root Financial Partners
California
$218K +$23.1K +78 +11%
KWMG
2285
King Wealth Management Group
Florida
$218K +$5.32K +18 +2%
CPWA
2286
Cerro Pacific Wealth Advisors
California
$218K +$217K +734 New
RPCONE
2287
Retirement Planning Company of New England
Rhode Island
$218K +$296 +1 +0.1%
WDC
2288
Woodward Diversified Capital
California
$218K +$18.6K +63 +8%
SFS
2289
Stiles Financial Services
Minnesota
$218K +$296 +1 +0.1%
GAB
2290
German American Bancorp
Indiana
$217K -$21.9K -74 -8%
GJWM
2291
Gilliland Jeter Wealth Management
Arkansas
$217K +$2.66K +9 +1%
LFGO
2292
Legacy Financial Group (Oklahoma)
Oklahoma
$217K
HCP
2293
Hexagon Capital Partners
Arkansas
$217K +$18.3K +62 +8%
PGIM
2294
Pacific Global Investment Management
California
$217K -$25.1K -85 -10%
BCA
2295
Bay Colony Advisors
Massachusetts
$217K -$12.1K -41 -5%
CFAM
2296
Center For Asset Management
Florida
$217K +$238K +805 New
PCA
2297
Providence Capital Advisors
North Carolina
$216K -$42.9K -145 -15%
WAM
2298
Wallington Asset Management
Indiana
$216K
DFP
2299
Defined Financial Planning
California
$216K +$236K +798 New
EFG
2300
Ethos Financial Group
Pennsylvania
$216K

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.