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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
MAFA
2401
MJT & Associates Financial Advisory
Minnesota
$146K +$161K +543 New
VWA
2402
VSM Wealth Advisory
Maryland
$143K
SC
2403
Stephens Consulting
Michigan
$135K +$67.1K +227 +83%
CCMI
2404
Creative Capital Management Investments
California
$135K
CIA
2405
Cape Investment Advisory
Georgia
$134K -$296 -1 -0.2%
CVM
2406
Cheviot Value Management
California
$132K +$140K +475 New
LCM
2407
Logan Capital Management
Pennsylvania
$132K -$4.43K -15 -3%
IWM
2408
IMG Wealth Management
Florida
$132K
JAM
2409
JCIC Asset Management
Ontario, Canada
$126K
NMG
2410
New Millennium Group
Utah
$126K -$6.5K -22 -4%
FPB
2411
First PREMIER Bank
South Dakota
$125K
EPIMS
2412
Evelyn Partners Investment Management Services
$122K
CB
2413
CNB Bank
Pennsylvania
$122K -$1.48K -5 -1%
FFL
2414
Financial Freedom LLC
Ohio
$118K
PP
2415
PrairieView Partners
Minnesota
$118K
HFS
2416
Hantz Financial Services
Michigan
$113K +$3.25K +11 +3%
FC
2417
Fairscale Capital
New Hampshire
$113K
BHWM
2418
Bay Harbor Wealth Management
Maryland
$111K +$2.37K +8 +2%
B
2419
Birchbrook
Maine
$110K
AF
2420
Advisornet Financial
Minnesota
$109K -$32.8K -111 -22%
BHWM
2421
Beaird Harris Wealth Management
Texas
$108K
FMB
2422
Field & Main Bank
Kentucky
$108K
BPAMU
2423
BTG Pactual Asset Management US
New York
$107K +$117K +397 New
BCMLT
2424
Beacon Capital Management LLC (Tennessee)
Tennessee
$106K +$20.4K +69 +21%
AWM
2425
Activest Wealth Management
Florida
$104K +$78K +264 +215%

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.