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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 %
BFS
2576
Bare Financial Services
Pennsylvania
$1.88K +$1.88K +7 New
RWA
2577
Redmont Wealth Advisors
Illinois
$1.88K +$1.88K +7 New
NWMP
2578
Noble Wealth Management PBC
Colorado
$1.61K – – –
PWA
2579
Principia Wealth Advisory
Texas
$1.57K -$2.36K -9 -60%
HC
2580
Hara Capital
Washington
$1.35K +$1.35K +5 New
BGWM
2581
Bridge Generations Wealth Management
Florida
$1.08K +$1.08K +4 New
HIA
2582
HFM Investment Advisors
New Jersey
$1.08K +$1.08K +4 New
PCTC
2583
Perkins Coie Trust Company
Washington
$1.08K +$1.08K +4 New
DWM
2584
Dogwood Wealth Management
Kansas
$1.08K +$1.08K +4 New
TFA
2585
Transamerica Financial Advisors
Florida
$1K – – –
CFP
2586
Comprehensive Financial Planning
Pennsylvania
$269 – – –
IWM
2587
Inlight Wealth Management
Georgia
$269 +$269 +1 New
Norges Bank
2588
Norges Bank
Norway
– -$1.79B -6,017,276 Closed
BGIM
2589
Brandywine Global Investment Management
Pennsylvania
– -$148M -497,579 Closed
WRBC
2590
W.R. Berkley Corp
Connecticut
– -$29.7M -100,000 Closed
Wolverine Trading
2591
Wolverine Trading
Illinois
– -$20.2M -67,929 Closed
CCP
2592
Clifford Capital Partners
Utah
– -$14.2M -47,691 Closed
AFA
2593
Abacus FCF Advisors
Florida
– -$12.8M -43,121 Closed
CLGM
2594
Capitolis Liquid Global Markets
New York
– -$8.9M -30,000 Closed
LOAME
2595
Lombard Odier Asset Management (Europe)
United Kingdom
– -$8.6M -28,988 Closed
DF
2596
DNCA Finance
France
– -$8.52M -28,724 Closed
LF
2597
Longbow Finance
Switzerland
– -$6.87M -23,144 Closed
DK
2598
DJE Kapital
Germany
– -$5.93M -20,000 Closed
FHB
2599
First Hawaiian Bank
Hawaii
– -$5.61M -18,905 Closed
PAA
2600
Peregrine Asset Advisers
Oregon
– -$5.37M -18,089 Closed
102 103
104
105 106