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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 %
AF
2551
Aviso Financial
Ontario, Canada
$7.26K – – –
FUBT
2552
First United Bank & Trust
Maryland
$6.73K – – –
AP
2553
Atwood & Palmer
Missouri
$6.46K – – –
PCM
2554
Perritt Capital Management
Illinois
$6.46K +$6.46K +24 New
LIA
2555
Luken Investment Analytics
Tennessee
$5.92K +$5.92K +22 New
YAL
2556
Your Advocates Ltd
Texas
$5.41K – – –
IA
2557
IFS Advisors
Kansas
$5.38K – – –
CIAS
2558
CBIZ Investment Advisory Services
Ohio
$5.38K +$5.38K +20 New
WCM
2559
WealthTrak Capital Management
Virginia
$5.11K -$1.35K -5 -21%
WW
2560
Winnow Wealth
Texas
$4.89K +$1.54K +6 +46%
RPA
2561
Redwood Park Advisors
California
$4.84K – – –
CWM
2562
Crowley Wealth Management
Delaware
$4.31K +$2.15K +8 +100%
WA
2563
WestEnd Advisors
North Carolina
$4.31K +$2.69K +10 +167%
BMC
2564
Bear Mountain Capital
Washington
$4.28K +$1.61K +6 +60%
RBC
2565
Roble Belko & Company
Pennsylvania
$4K +$4K +15 New
PS
2566
PayPay Securities
Japan
$3.59K -$553 -2 -13%
KWM
2567
Kiker Wealth Management
Georgia
$3.5K +$3.5K +13 New
PA
2568
Pineridge Advisors
Missouri
$2.96K -$538 -2 -15%
DI
2569
DAGCO Inc
Ohio
$2.96K +$2.96K +11 New
WAS
2570
Winch Advisory Services
Wisconsin
$2.78K – – –
AP
2571
Aspect Partners
Virginia
$2.42K – – –
JFG
2572
JDM Financial Group
Texas
$2.42K – – –
FPF
2573
First Pacific Financial
Washington
$2.15K -$151K -561 -99%
OIA
2574
Optimum Investment Advisors
Illinois
$2.15K +$2.15K +8 New
PWM
2575
Parkworth Wealth Management
California
$1.88K – – –
101 102
103
104 105