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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 %
FWI
2701
Facet Wealth Inc
Maryland
– -$227K -717 Closed
BMCM
2702
Burns Matteson Capital Management
New York
– -$213K -717 Closed
DWM
2703
DecisionMap Wealth Management
Virginia
– -$212K -715 Closed
HF
2704
Holcombe Financial
Georgia
– -$211K -712 Closed
BWP
2705
BlueStem Wealth Partners
Minnesota
– -$210K -709 Closed
FOR
2706
Family Office Research
Maryland
– -$209K -703 Closed
NPA
2707
Nichols & Pratt Advisers
Massachusetts
– -$208K -700 Closed
HKAM
2708
Horizon Kinetics Asset Management
New York
– -$208K -700 Closed
SFFS
2709
Stonehage Fleming Financial Services
Jersey
– -$208K -700 Closed
PCM
2710
Pointe Capital Management
Michigan
– -$207K -699 Closed
PHWM
2711
Pine Harbor Wealth Management
Maryland
– -$207K -699 Closed
SCM
2712
Sebold Capital Management
Illinois
– -$205K -692 Closed
VW
2713
Vance Wealth
California
– -$204K -687 Closed
GCA
2714
Gradient Capital Advisors
California
– -$204K -686 Closed
WHC
2715
Wulff, Hansen & Co
California
– -$204K -686 Closed
TWA
2716
Talisman Wealth Advisors
New Jersey
– -$200K -676 Closed
EWM
2717
Elmwood Wealth Management
California
– -$200K -675 Closed
HFS
2718
Hoge Financial Services
Pennsylvania
– -$200K -674 Closed
VHAM
2719
Van Hulzen Asset Management
California
– -$199K -670 Closed
VPI
2720
Value Partners Investments
Manitoba, Canada
– -$269K -630 Closed
SC
2721
Stance Capital
Massachusetts
– -$185K -625 Closed
KBFS
2722
Kohmann Bosshard Financial Services
Ohio
– -$182K -613 Closed
FA
2723
Fedenia Advisers
Wisconsin
– -$97.9K -330 Closed
CAS
2724
Coppell Advisory Solutions
Texas
– -$88.6K -298 Closed
AWM
2725
Accredited Wealth Management
Kentucky
– -$81.8K -275 Closed
106 107 108
109
110