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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 %
EGA
376
Eagle Global Advisors
Texas
$17.6M -$182K -676 -1%
LCAM
377
Long Corridor Asset Management
Hong Kong
$17.5M +$10.8M +40,000 +160%
DC
378
Davenport & Co
Virginia
$17.4M +$3.09M +11,494 +22%
GWM
379
GDS Wealth Management
Texas
$17.4M +$579K +2,153 +3%
MOACM
380
Mutual of America Capital Management
New York
$17.4M -$572K -2,126 -3%
TPSF
381
Texas Permanent School Fund
Texas
$17.3M +$17.3M +65,049 New
HWM
382
HB Wealth Management
Georgia
$17.1M +$1.54M +5,710 +10%
SJL
383
Shayne & Jacobs LLC
Tennessee
$17M -$40.4K -150 -0.2%
BMSSC
384
B. Metzler seel. Sohn & Co
Germany
$16.9M +$1.68M +6,239 +11%
PCM
385
Penserra Capital Management
California
$16.8M -$2.41M -8,941 -13%
BCI
386
Brinker Capital Investments
Pennsylvania
$16.8M -$1.36M -5,067 -8%
OPS
387
Orion Portfolio Solutions
Nebraska
$16.8M -$1.36M -5,067 -8%
WAS
388
Wesleyan Assurance Society
United Kingdom
$16.8M – – –
GAG
389
GM Advisory Group
New York
$16.6M +$17.5K +65 +0.1%
PGFC
390
Peapack-Gladstone Financial Corp
New Jersey
$16.6M -$379K -1,410 -2%
Mackenzie Financial
391
Mackenzie Financial
Ontario, Canada
$16.3M +$1.02M +3,776 +7%
NRS
392
Neville Rodie & Shaw
New York
$15.9M +$3.88M +14,439 +32%
RP
393
Rice Partnership
Hawaii
$15.8M -$635K -2,359 -4%
TIP
394
Torray Investment Partners
Maryland
$15.7M – – –
SMFG
395
Sumitomo Mitsui Financial Group
Japan
$15.6M +$15.6M +57,950 New
ET
396
Equitable Trust
Tennessee
$15.6M -$953K -3,543 -6%
KAS
397
Kestra Advisory Services
Texas
$15.5M +$288K +1,070 +2%
PWM
398
Perigon Wealth Management
California
$15.5M +$579K +2,151 +4%
SAM
399
Silvercrest Asset Management
New York
$15.5M +$324K +1,206 +2%
PFS
400
Prospera Financial Services
Texas
$15.4M +$2.29M +8,513 +18%
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