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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 %
CP
2676
Castleview Partners
Texas
– -$244K -819 Closed
TA
2677
TrueWealth Advisors
Alabama
– -$242K -815 Closed
NWWA
2678
New Wave Wealth Advisors
Arkansas
– -$234K -787 Closed
4WM
2679
49 Wealth Management
Texas
– -$230K -776 Closed
AFA
2680
American Financial Advisors
Georgia
– -$229K -771 Closed
CJL
2681
Cyrus J. Lawrence
New York
– -$223K -754 Closed
MCA
2682
Magnolia Capital Advisors
Mississippi
– -$223K -752 Closed
LA
2683
LexAurum Advisors
Kansas
– -$223K -751 Closed
FA
2684
Fiducient Advisors
Illinois
– -$221K -743 Closed
4A
2685
4Wealth Advisors
Illinois
– -$220K -740 Closed
RPSA
2686
Richard P. Slaughter Associates
Texas
– -$219K -737 Closed
BTWM
2687
Baker Tilly Wealth Management
Wisconsin
– -$218K -736 Closed
HA
2688
Hofer & Associates
California
– -$217K -733 Closed
SPP
2689
Single Point Partners
Massachusetts
– -$217K -732 Closed
MMM
2690
Mendel Money Management
Illinois
– -$217K -731 Closed
KWA
2691
Kellett Wealth Advisors
Ohio
– -$216K -729 Closed
CGA
2692
Crescent Grove Advisors
Illinois
– -$215K -726 Closed
PVAMC
2693
PPS&V Asset Management Consultants
Michigan
– -$215K -724 Closed
WSWA
2694
Warren Street Wealth Advisors
California
– -$215K -724 Closed
WFA
2695
WestHill Financial Advisors
California
– -$215K -723 Closed
SPFA
2696
Summit Place Financial Advisors
New Jersey
– -$214K -722 Closed
ST
2697
Somerset Trust
Pennsylvania
– -$214K -721 Closed
OBGC
2698
O'Brien Greene & Co
Pennsylvania
– -$214K -721 Closed
AWP
2699
Ascent Wealth Partners
New York
– -$214K -720 Closed
CP
2700
Capital Planning
Washington
– -$213K -718 Closed
106 107
108
109 110