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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
FFO
2376
Fortitude Family Office
Arizona
$174K -$6.5K -22 -3%
IAS
2377
IMA Advisory Services
Colorado
$173K +$190K +644 New
LB
2378
Legacy Bridge
Iowa
$172K
TFIPS
2379
Towarzystwo Funduszy Inwestycyjnych PZU SA
$172K +$26.6K +90 +16%
1IA
2380
1620 Investment Advisors
Massachusetts
$172K
W
2381
WealthCollab
Washington
$172K
IHWM
2382
Iron Horse Wealth Management
Iowa
$171K -$8.57K -29 -4%
DMBA
2383
Deseret Mutual Benefit Administrators
Utah
$171K +$37.2K +126 +25%
SOW
2384
State of Wyoming
Wyoming
$171K +$188K +635 New
WPWM
2385
Western Pacific Wealth Management
Illinois
$171K
IUHSA
2386
Itau Unibanco Holding S.A.
Brazil
$170K -$20.4K -69 -10%
FMP
2387
Financial Management Professionals
Texas
$169K +$296 +1 +0.2%
CWM
2388
Centricity Wealth Management
Ohio
$169K +$13.6K +46 +8%
T
2389
Tidemark
California
$168K +$8.57K +29 +5%
MWM
2390
Mascoma Wealth Management
New Hampshire
$167K
TCA
2391
Trifecta Capital Advisors
Illinois
$166K
FCT
2392
First Community Trust
Iowa
$164K
AA
2393
Addison Advisors
Vermont
$161K +$8.57K +29 +5%
AGWCA
2394
Annis Gardner Whiting Capital Advisors
Florida
$160K -$5.62K -19 -3%
SIS
2395
Strategic Investment Solutions
Illinois
$159K +$2.07K +7 +1%
MCI
2396
MRP Capital Investments
Georgia
$157K
BGAI
2397
Bruce G. Allen Investments
Colorado
$156K -$12.7K -43 -7%
WBWA
2398
William B. Walkup & Associates
South Carolina
$152K
WPA
2399
West Paces Advisors
Georgia
$147K
SNB
2400
Security National Bank
Nebraska
$146K -$4.73K -16 -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.