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American Express
AXP

Overview Fund Activity

2,586 hedge funds and large institutions have $159B invested in American Express in 2025 Q1 according to their latest regulatory filings, with 181 funds opening new positions, 940 increasing their positions, 1,037 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,586
Holders Change
-24
Holders Change %
-0.92%
% of All Funds
35.13%
Holding in Top 10
78
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-30.97%
% of All Funds
1.06%
New
181
Increased
940
Reduced
1,037
Closed
159
Calls
$2.84B
Puts
$2B
Net Calls
+$839M
Net Calls Change
+$210M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$583M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$432M
3
BlackRock
BlackRock
New York
+$292M
4
UBS Group
UBS Group
Switzerland
+$237M
5
Barclays
Barclays
United Kingdom
+$211M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$313M
2
LP
Longview Partners
Guernsey
-$187M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$182M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$179M
5
Bank of America
Bank of America
North Carolina
-$166M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCG
2476
Financial Connections Group
California
$44K – – –
TCM
2477
TruNorth Capital Management
Michigan
$43.6K +$19.6K +73 +82%
GA
2478
GoalVest Advisory
New York
$43K -$538 -2 -1%
RWM
2479
Rialto Wealth Management
New York
$43K +$1.35K +5 +3%
TCM
2480
Tradewinds Capital Management
Washington
$42.5K -$1.35K -5 -3%
AF
2481
Abound Financial
California
$41.2K +$41.2K +153 New
PP
2482
PFS Partners
New Jersey
$41.2K +$21K +78 +104%
DF
2483
Dunhill Financial
United Kingdom
$41.1K -$11.8K -44 -22%
MSG
2484
Main Street Group
Virginia
$40.5K – – –
WAOTB
2485
Wealth Advisors of Tampa Bay
Florida
$40.4K +$40.4K +150 New
IWP
2486
IAG Wealth Partners
Wisconsin
$40.4K +$40.4K +150 New
IRAG
2487
Investment Research & Advisory Group
Georgia
$40.1K -$229K -850 -85%
SO
2488
Sierra Ocean
California
$39.1K +$3.24K +12 +9%
1NWS
2489
1 North Wealth Services
Maryland
$37.1K +$37.1K +138 New
CW
2490
Curio Wealth
Maryland
$37.1K -$2.28M -123 -98%
WAM
2491
WFA Asset Management
Wisconsin
$36.7K -$14.6K -64 -28%
NA
2492
Nordwand Advisors
Pennsylvania
$36.3K – – –
CH
2493
Canton Hathaway
Rhode Island
$35K – – –
HFS
2494
Hughes Financial Services
Virginia
$34.6K +$34.6K +128 New
WOC
2495
West Oak Capital
California
$34.6K -$3.78K -1,405 -10%
VWWMG
2496
Vermillion & White Wealth Management Group
Pennsylvania
$34.6K – – –
RJA
2497
Ross\Johnson & Associates
Minnesota
$33.6K +$6.73K +25 +25%
AIC
2498
Archer Investment Corporation
Indiana
$33.5K +$268 +1 +0.8%
DFA
2499
DHJJ Financial Advisors
Illinois
$31.2K – – –
MMCM
2500
Murphy & Mullick Capital Management
New York
$29.6K -$538 -2 -2%
98 99
100
101 102