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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
BFIC
2301
Bedell Frazier Investment Counselling
California
$216K +$296 +1 +0.1%
BOJHT
2302
Bank of Jackson Hole Trust
Wyoming
$215K -$2.96K -10 -1%
EM
2303
ELCO Management
New York
$215K
KIA
2304
Knollwood Investment Advisory
Maryland
$215K
BRM
2305
Boston Research & Management
Massachusetts
$215K
TSWM
2306
Tyler-Stone Wealth Management
Ohio
$213K +$10.6K +36 +5%
FA
2307
FDx Advisors
Illinois
$213K -$27.8K -94 -11%
JC
2308
JB Capital
Connecticut
$213K +$234K +790 New
IF
2309
IRON Financial
Illinois
$213K +$296 +1 +0.1%
OC
2310
Oarsman Capital
Wisconsin
$212K -$12.1K -41 -5%
FNB
2311
Farmers National Bank
Kentucky
$212K -$1.18K -4 -0.5%
CWAG
2312
Compton Wealth Advisory Group
Virginia
$211K -$2.37K -8 -1%
EMB
2313
Elefante Mark B
$211K +$232K +786 New
PAM
2314
PVG Asset Management
Colorado
$211K +$232K +786 New
KFS
2315
Kelly Financial Services
Massachusetts
$211K +$296 +1 +0.1%
MAG
2316
M3 Advisory Group
Massachusetts
$211K -$243K -821 -51%
EA
2317
Everpar Advisors
Oklahoma
$211K -$30.7K -104 -12%
B
2318
Bellecapital
Switzerland
$211K
CAWM
2319
Capital Advisors Wealth Management
Washington
$211K +$1.48K +5 +0.6%
SWA
2320
Strategies Wealth Advisors
Michigan
$210K +$231K +782 New
GSWA
2321
Good Steward Wealth Advisors
Tennessee
$210K +$231K +782 New
VC
2322
Vestor Capital
Illinois
$210K -$2.96K -10 -1%
LOPW
2323
Live Oak Private Wealth
North Carolina
$210K
LA
2324
Latitude Advisors
Florida
$210K -$30.1K -102 -12%
PSCM
2325
Per Stirling Capital Management
Texas
$209K +$591 +2 +0.3%

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.