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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 %
MWM
2501
MorganRosel Wealth Management
Colorado
$28.8K +$28.8K +107 New
CWM
2502
Cranbrook Wealth Management
Michigan
$28.3K +$4.84K +18 +21%
GFL
2503
Granite FO LLC
New Hampshire
$28K – – –
ACA
2504
American Capital Advisory
Idaho
$27.1K – – –
AWM
2505
Atticus Wealth Management
Florida
$26.9K – – –
SCA
2506
Stuart Chaussee & Associates
California
$26.9K – – –
IMC
2507
Investment Management Corporation
Virginia
$26.1K – – –
STB
2508
S&T Bank
Pennsylvania
$24.5K +$1.61K +6 +7%
RWM
2509
Ruedi Wealth Management
Illinois
$24.2K – – –
SG
2510
Strid Group
Pennsylvania
$24.2K +$24.2K +90 New
AFG
2511
Albion Financial Group
Utah
$23.9K -$27.7K -103 -54%
MSWM
2512
Mowery & Schoenfeld Wealth Management
Illinois
$23.7K – – –
ECM
2513
Estabrook Capital Management
New York
$19.9K -$2.69K -10 -12%
PMIM
2514
Prudent Man Investment Management
Colorado
$19K – – –
PPC
2515
Park Place Capital
Alabama
$18.6K -$8.34K -31 -31%
BFPW
2516
BOK Financial Private Wealth
Colorado
$17.8K -$6.73K -25 -27%
ACM
2517
Anfield Capital Management
California
$17K – – –
SIC
2518
SJS Investment Consulting
Ohio
$16.7K +$4.04K +15 +32%
RL
2519
Rogco LP
Oklahoma
$16.1K – – –
GCGDR
2520
Geo Capital Gestora de Recursos
Brazil
$16K -$4.46K -17 -22%
HC
2521
Hurley Capital
New York
$15.3K +$806 +3 +6%
PP
2522
Pacifica Partners
Canada
$14.6K +$3.47K +14 +31%
DPW
2523
DiNuzzo Private Wealth
Pennsylvania
$13.7K +$269 +1 +2%
LWMI
2524
Legacy Wealth Management (Idaho)
Idaho
$13.5K – – –
ETS
2525
ESL Trust Services
New York
$13.5K – – –
99 100
101
102 103