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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
BIA
2426
Bell Investment Advisors
California
$101K +$1.18K +4 +1%
AEPWM
2427
Atlantic Edge Private Wealth Management
Florida
$101K +$296 +1 +0.3%
BWM
2428
Bernard Wealth Management
Michigan
$99.5K +$887 +3 +0.8%
AT
2429
Avalon Trust
New Mexico
$99.3K -$78.3K -265 -42%
CMP
2430
Coston McIsaac & Partners
Maine
$96K +$23.6K +80 +29%
GCM
2431
GKV Capital Management
California
$94.2K
IWMWV
2432
Ironwood Wealth Management (West Virginia)
West Virginia
$93.1K
SL
2433
Salomon & Ludwin
Virginia
$92.8K
CFD
2434
Creative Financial Designs
Indiana
$92.8K +$10.1K +34 +11%
HNW
2435
High Note Wealth
Minnesota
$92K
GG
2436
Gleason Group
Kentucky
$91.7K +$296 +1 +0.3%
GCM
2437
Gables Capital Management
Florida
$91.5K +$10.3K +35 +11%
PCFFS
2438
Pacific Center for Financial Services
California
$89.1K -$11.5K -39 -11%
RA
2439
Rise Advisors
New York
$88.1K -$39.9K -135 -29%
HCM
2440
Hollencrest Capital Management
California
$88K
CAC
2441
Core Alternative Capital
Georgia
$86.6K -$6.5K -22 -6%
Bank Julius Baer & Co
2442
Bank Julius Baer & Co
Switzerland
$86.1K -$25.4K -86 -21%
C
2443
Covestor
United Kingdom
$85K +$6.5K +22 +7%
NCM
2444
Northwest Capital Management
Oregon
$84.2K
CBT
2445
Crews Bank & Trust
Florida
$83.9K +$3.84K +13 +4%
PWMG
2446
Private Wealth Management Group
New Jersey
$82.3K -$591 -2 -0.6%
SVWA
2447
Sarver Vrooman Wealth Advisors
Missouri
$81.5K +$89.6K +303 New
OPTFSNA
2448
Old Point Trust & Financial Services N A
Virginia
$81.3K
FIM
2449
FWL Investment Management
Texas
$80.7K
GWSA
2450
Global Wealth Strategies & Associates
Colorado
$79.1K

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.