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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
UWS
2351
Unique Wealth Strategies
Illinois
$202K +$222K +752 New
WI
2352
Wedgewood Investors
Pennsylvania
$202K
CB
2353
Chris Bulman
California
$202K -$20.1K -68 -8%
LIA
2354
LBMC Investment Advisors
Tennessee
$202K
NBWM
2355
North Berkeley Wealth Management
California
$202K
PDL
2356
Portfolio Design Labs
California
$202K +$1.77K +6 +0.8%
MWM
2357
Maridea Wealth Management
New York
$202K -$320K -1,082 -59%
CWA
2358
Canvas Wealth Advisors
Kansas
$201K +$26.9K +91 +13%
SA
2359
Shilanski & Associates
Alaska
$201K -$591 -2 -0.3%
CPL
2360
CAP Partners LLC
Tennessee
$201K +$1.48K +5 +0.7%
SPF
2361
South Plains Financial
Texas
$199K
SGC
2362
Slocum, Gordon & Co
Rhode Island
$193K
PSFG
2363
Park Square Financial Group
Georgia
$193K -$9.46K -32 -4%
SWIM
2364
Smallwood Wealth Investment Management
New Jersey
$192K
WIM
2365
Westside Investment Management
California
$192K
WF
2366
Wayfinding Financial
Washington
$189K +$208K +703 New
MTIM
2367
Marathon Trading Investment Management
Pennsylvania
$189K +$207K +701 New
CAIM
2368
Catherine Avery Investment Management
Florida
$188K
FNWM
2369
Financial Network Wealth Management
Utah
$188K -$8.87K -30 -4%
FMTCOCP
2370
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$185K
BWL
2371
Bogart Wealth LLC
Virginia
$185K +$8.87K +30 +5%
PWMG
2372
Prestige Wealth Management Group
New Jersey
$183K
KTC
2373
Kentucky Trust Company
Kentucky
$183K -$68K -230 -25%
WCMN
2374
Westchester Capital Management (Nebraska)
Nebraska
$178K
SIS
2375
Sound Income Strategies
Florida
$177K +$32.5K +110 +20%

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.