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 %
WCM
2726
Winthrop Capital Management
Indiana
– -$68K -230 Closed
TCG
2727
Transcendent Capital Group
Oklahoma
– -$59.4K -200 Closed
FW
2728
Fairway Wealth
Ohio
– -$59.4K -200 Closed
WWA
2729
Wingate Wealth Advisors
Massachusetts
– -$56.4K -190 Closed
AIP
2730
Arrowpoint Investment Partners
Singapore
– -$53.4K -180 Closed
FWM
2731
FLP Wealth Management
Arkansas
– -$41.2K -139 Closed
FLP
2732
Financial Life Planners
Arizona
– -$38.3K -129 Closed
DWA
2733
Delos Wealth Advisors
Texas
– -$37.4K -126 Closed
SIP
2734
Sellwood Investment Partners
Oregon
– -$32.6K -110 Closed
UFF
2735
USA Financial Formulas
Michigan
– -$15.7K -53 Closed
FIA
2736
FPC Investment Advisory
California
– -$13.3K -42 Closed
AIP
2737
Alexis Investment Partners
Texas
– -$11.9K -40 Closed
MA
2738
Modus Advisors
Minnesota
– -$8.01K -27 Closed
CJ
2739
Caitlin John
Michigan
– -$7.54K -25 Closed
CF
2740
Conquis Financial
California
– -$5.34K -18 Closed
PPA
2741
Painted Porch Advisors
California
– -$4.16K -14 Closed
SR
2742
Syntax Research
Florida
– -$1.49K -5 Closed
SMAM
2743
Sugar Maple Asset Management
Wisconsin
– -$1.19K -4 Closed
LP
2744
LMR Partners
United Kingdom
– -$890 -3 Closed
DP
2745
Denver PWM
Colorado
– -$891 -3 Closed
106 107 108 109
110