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American Express
AXP

Overview Fund Activity

2,585 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, 939 increasing their positions, 1,038 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,585
Holders Change
-24
Holders Change %
-0.92%
% of All Funds
35.12%
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
939
Reduced
1,038
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 %
OC
401
Oppenheimer & Co
New York
$15.3M +$1.86M +6,900 +14%
PAG
402
Private Advisor Group
New Jersey
$15.2M +$502K +1,867 +3%
GIA
403
GHP Investment Advisors
Colorado
$15M -$29.6K -110 -0.2%
MGIA
404
Matthew Goff Investment Advisor
Texas
$14.8M -$916K -3,404 -6%
Jones Financial Companies
405
Jones Financial Companies
Missouri
$14.7M +$4.79M +18,017 +48%
TAM
406
Tocqueville Asset Management
New York
$14.6M -$102K -380 -0.7%
CWM
407
Calamos Wealth Management
Illinois
$14.5M +$152K +566 +1%
SC
408
Scotia Capital
Ontario, Canada
$14.5M +$7.48M +27,814 +107%
CA
409
Cullinan Associates
Kentucky
$14.5M +$179K +665 +1%
WIC
410
Willis Investment Counsel
Georgia
$14.4M -$77.8K -289 -0.5%
CAM
411
Carret Asset Management
New York
$14.4M -$436K -1,620 -3%
LTI
412
Laffer Tengler Investments
Tennessee
$14.4M -$784K -2,914 -5%
CAM
413
Cresset Asset Management
Illinois
$14.4M -$691K -2,567 -5%
AI
414
Atria Investments
North Carolina
$14.3M +$874K +3,248 +6%
JF
415
Jump Financial
Illinois
$14.3M +$14.3M +53,233 New
ETC
416
Exchange Traded Concepts
Oklahoma
$14.1M +$5.28M +19,634 +60%
SFA
417
Sequoia Financial Advisors
Ohio
$14M +$7.14M +26,548 +104%
CWM
418
Chemistry Wealth Management
New York
$14M -$2.96K -11 -0%
CWM
419
Congress Wealth Management
Massachusetts
$13.6M +$2.22M +8,216 +20%
NCM
420
Narwhal Capital Management
Georgia
$13.6M +$240K +891 +2%
PAM
421
Panagora Asset Management
Massachusetts
$13.5M -$2.36M -8,785 -15%
RIM
422
Rakuten Investment Management
Japan
$13.5M +$13.5M +50,964 New
SSB
423
Sandy Spring Bank
Maryland
$13.4M -$247K -919 -2%
ATC
424
Argent Trust Co
Tennessee
$13.4M -$92.3K -343 -0.7%
NLGIA
425
Nippon Life Global Investors Americas
New York
$13.3M -$148K -550 -1%
15 16
17
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