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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
PB
2451
Pinnacle Bancorp
Nebraska
$79.1K
GKIM
2452
GW&K Investment Management
Massachusetts
$79K -$296 -1 -0.3%
TC
2453
Tacita Capital
Ontario, Canada
$78K
CLOS
2454
Compagnie Lombard Odier SCmA
Switzerland
$78K +$85.7K +290 New
JFGIW
2455
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$75.6K +$37.8K +128 +84%
HC
2456
Hoese & Co
Minnesota
$75.3K
WA
2457
WPG Advisers
Maryland
$74.8K +$3.25K +11 +4%
Q1WB
2458
Quest 10 Wealth Builders
Virginia
$72.3K -$4.43K -15 -5%
VWM
2459
Vermillion Wealth Management
Minnesota
$72K +$296 +1 +0.4%
WAG
2460
Wiser Advisor Group
Arizona
$70.9K +$296 +1 +0.4%
PFG
2461
Putney Financial Group
California
$70.5K
WA
2462
Whipplewood Advisors
Colorado
$70K +$25.7K +87 +44%
GK
2463
Graney & King
New York
$69.8K
AG
2464
AmeriFlex Group
Nevada
$69.3K +$11.2K +38 +17%
WTFG
2465
Wood Tarver Financial Group
Idaho
$68.6K
FCMT
2466
Founders Capital Management (Texas)
Texas
$67.3K
GEA
2467
Glen Eagle Advisors
New Jersey
$67K
FWM
2468
FSA Wealth Management
Massachusetts
$65.4K
FG
2469
Fairman Group
Pennsylvania
$65.3K
RDFA
2470
Ritter Daniher Financial Advisory
Ohio
$64K -$7.68K -26 -10%
FP
2471
Financial Perspectives
Minnesota
$62.1K
WPA
2472
Wealth Preservation Advisors
Tennessee
$60.8K +$66.8K +226 New
AWM
2473
AllSquare Wealth Management
New York
$60.3K -$5.91K -20 -8%
SCB
2474
Saudi Central Bank
Saudi Arabia
$59.7K +$65.6K +222 New
S
2475
Sachetta
Massachusetts
$59K -$296 -1 -0.5%

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.