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 %
TCBWMS
2651
Texas Capital Bank Wealth Management Services
Texas
– -$413K -1,391 Closed
CAM
2652
CenterStar Asset Management
Illinois
– -$402K -1,356 Closed
CIAM
2653
Caitong International Asset Management
Hong Kong
– -$397K -1,337 Closed
TC
2654
Taika Capital
Florida
– -$377K -1,270 Closed
FTUS
2655
Flow Traders U.S.
New York
– -$371K -1,251 Closed
LWM
2656
Lionshead Wealth Management
New York
– -$369K -1,242 Closed
CNTOF
2657
Canandaigua National Trust of Florida
New York
– -$361K -1,216 Closed
WRM
2658
Weybosset Research & Management
Rhode Island
– -$341K -1,150 Closed
SI
2659
Seeds Investor
New York
– -$329K -1,108 Closed
PIAS
2660
PCA Investment Advisory Services
Ohio
– -$314K -1,059 Closed
SPWM
2661
Spartan Planning & Wealth Management
North Carolina
– -$314K -1,058 Closed
GCM
2662
Gallacher Capital Management
Colorado
– -$311K -1,049 Closed
RIA
2663
Regal Investment Advisors
Michigan
– -$291K -980 Closed
CVA
2664
Central Valley Advisors
California
– -$287K -967 Closed
LJHT
2665
Laurie J. Hall Trustee
– -$280K -944 Closed
ZI
2666
ZEGA Investments
Florida
– -$298K -928 Closed
FHC
2667
First Heartland Consultants
Missouri
– -$271K -913 Closed
RWA
2668
Roberts Wealth Advisors
California
– -$281K -900 Closed
BCG
2669
Bravias Capital Group
New Jersey
– -$284K -895 Closed
CFSG
2670
Clark Financial Services Group
Missouri
– -$256K -864 Closed
LAM
2671
Longboard Asset Management
Arizona
– -$255K -860 Closed
GCM
2672
Graham Capital Management
Connecticut
– -$253K -852 Closed
CRWM
2673
Castle Rock Wealth Management
California
– -$265K -851 Closed
AIA
2674
Angeles Investment Advisors
California
– -$252K -850 Closed
RCP
2675
Rothschild Capital Partners
New York
– -$246K -830 Closed
105 106
107
108 109