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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 %
MSE
2601
MUFG Securities EMEA
United Kingdom
– -$4.75M -16,000 Closed
CFGS
2602
Concourse Financial Group Securities
Alabama
– -$4.34M -13,434 Closed
MASUI
2603
MIRAE ASSET SECURITIES (USA) INC.
New York
– -$3.72M -12,535 Closed
IGAM
2604
iA Global Asset Management
Quebec, Canada
– -$3.27M -11,015 Closed
CBA
2605
Coastal Bridge Advisors
Connecticut
– -$2.63M -8,867 Closed
JSC
2606
Jackson Square Capital
California
– -$2.61M -8,781 Closed
FGA
2607
Fortis Group Advisors
New Jersey
– -$2.5M -8,436 Closed
AFCM
2608
Applied Finance Capital Management
Puerto Rico
– -$2.14M -7,196 Closed
WI
2609
WBI Investments
New Jersey
– -$1.95M -6,566 Closed
SF
2610
Symphony Financial
Texas
– -$2.07M -6,498 Closed
MAMU
2611
Myriad Asset Management US
Florida
– -$1.67M -5,626 Closed
TCM
2612
Twin Capital Management
Pennsylvania
– -$1.66M -5,598 Closed
4WM
2613
44 Wealth Management
Oregon
– -$1.58M -5,325 Closed
FCA
2614
Fortis Capital Advisors
Kansas
– -$1.25M -4,827 Closed
ACM
2615
Aster Capital Management
United Arab Emirates
– -$1.41M -4,739 Closed
NG
2616
NWK Group
California
– -$1.36M -4,588 Closed
CSS
2617
Cubist Systematic Strategies
Connecticut
– -$1.31M -4,400 Closed
AT
2618
American Trust
Kentucky
– -$1.27M -4,295 Closed
DS
2619
DRW Securities
Illinois
– -$1.27M -4,290 Closed
VEA
2620
Virtus ETF Advisers
New York
– -$1.26M -4,244 Closed
BAM
2621
Bayview Asset Management
Florida
– -$1.22M -4,125 Closed
CFIA
2622
Cantor Fitzgerald Investment Advisors
New York
– -$1.16M -3,910 Closed
CFM
2623
Capricorn Fund Managers
United Kingdom
– -$1.02M -3,441 Closed
OFG
2624
OmniStar Financial Group
North Carolina
– -$1.02M -3,429 Closed
LP
2625
LGL Partners
Pennsylvania
– -$993K -3,344 Closed
103 104
105
106 107