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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
CWA
2326
Consilium Wealth Advisory
Texas
$209K -$12.1K -41 -5%
FWA
2327
FSM Wealth Advisors
Ohio
$209K +$26K +88 +13%
BFO
2328
Biltmore Family Office
North Carolina
$209K +$230K +777 New
AGA
2329
Arkos Global Advisors
Texas
$209K +$29.9K +101 +15%
FFC
2330
First Financial Corp
Indiana
$209K -$887 -3 -0.4%
GHA
2331
Granite Harbor Advisors
Texas
$209K +$229K +776 New
MWA
2332
Medallion Wealth Advisors
Connecticut
$209K +$3.25K +11 +1%
DJYG
2333
David J. Yvars Group
Florida
$209K
DDC
2334
DF Dent & Co
Maryland
$209K +$7.39K +25 +3%
Financial Engines Advisors
2335
Financial Engines Advisors
California
$208K +$10.3K +35 +5%
PIN
2336
Prudent Investors Network
California
$208K
HCM
2337
Hengehold Capital Management
Ohio
$208K -$6.5K -22 -3%
RB
2338
Renasant Bank
Mississippi
$207K -$2.96K -10 -1%
SH
2339
SLT Holdings
Arizona
$207K
PAMG
2340
Patton Albertson Miller Group
Tennessee
$206K -$25.4K -86 -10%
NFP
2341
Narus Financial Partners
Utah
$206K -$11.8K -40 -5%
SFA
2342
Semmax Financial Advisors
North Carolina
$206K +$296 +1 +0.1%
LI
2343
LRI Investments
Florida
$205K +$27.2K +92 +14%
WDG
2344
Wealth Dimensions Group
Ohio
$205K -$1.48K -5 -0.7%
PA
2345
Probity Advisors
Texas
$204K -$41.1K -139 -15%
FCCM
2346
First City Capital Management
Georgia
$204K -$532K -1,800 -70%
SW
2347
SkyOak Wealth
Michigan
$203K
HGWM
2348
Horst & Graben Wealth Management
Oregon
$203K +$9.75K +33 +5%
VC
2349
Veery Capital
Delaware
$203K +$18.6K +63 +9%
ACG
2350
Allen Capital Group
Nebraska
$203K +$223K +753 New

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.