AXP icon

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 %
CMANY
2626
Capital Management Associates (New York)
New York
– -$989K -3,332 Closed
WP
2627
WMS Partners
Maryland
– -$958K -3,228 Closed
AWA
2628
Authentikos Wealth Advisory
California
– -$890K -3,000 Closed
CFM
2629
Catalyst Funds Management
Australia
– -$890K -3,000 Closed
BIP
2630
Blueprint Investment Partners
North Carolina
– -$849K -2,860 Closed
I
2631
InceptionR
California
– -$810K -2,729 Closed
N
2632
Numerai
California
– -$806K -2,715 Closed
AIS
2633
Accredited Investor Services
Minnesota
– -$758K -2,553 Closed
WLG
2634
Williamson Legacy Group
Indiana
– -$727K -2,449 Closed
CRI
2635
Colonial River Investments
Virginia
– -$717K -2,416 Closed
MFS
2636
Miller Financial Services
Michigan
– -$700K -2,360 Closed
LCM
2637
Landscape Capital Management
New Jersey
– -$664K -2,238 Closed
YC
2638
Yarbrough Capital
Tennessee
– -$641K -2,161 Closed
SPI
2639
Sutton Place Investors
New York
– -$622K -2,097 Closed
MIM
2640
Morningstar Investment Management
Illinois
– -$614K -2,070 Closed
WHCI
2641
W.H. Cornerstone Investments
Massachusetts
– -$600K -2,020 Closed
GCM
2642
Greenland Capital Management
New York
– -$594K -2,000 Closed
TAA
2643
TB Alternative Assets
Cayman Islands
– -$589K -1,985 Closed
SGI
2644
Summit Global Investments
Utah
– -$571K -1,924 Closed
NA
2645
Nottingham Advisors
New York
– -$517K -1,742 Closed
AIM
2646
Aigen Investment Management
New York
– -$488K -1,643 Closed
OCM
2647
Objective Capital Management
Ohio
– -$460K -1,551 Closed
BOM
2648
Bank of Marin
California
– -$459K -1,545 Closed
ISFAN
2649
Investor's Fiduciary Advisor Network
Washington
– -$452K -1,525 Closed
IQI
2650
Integrated Quantitative Investments
Washington
– -$442K -1,490 Closed
104 105
106
107 108