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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 %
BBHC
476
Brown Brothers Harriman & Co
New York
$10.8M -$371K -1,379 -3%
IAA
477
Independent Advisor Alliance
North Carolina
$10.8M -$40.6K -151 -0.4%
GC
478
Grimes & Company
Massachusetts
$10.8M +$3.23K +12 +0%
SMI
479
Shelter Mutual Insurance
Missouri
$10.7M – – –
IMRF
480
Illinois Municipal Retirement Fund
Illinois
$10.7M – – –
NB
481
Norinchukin Bank
Japan
$10.6M +$1.14M +4,225 +12%
NIM
482
NEOS Investment Management
Connecticut
$10.6M +$2.02M +7,513 +24%
CI
483
CX Institutional
Indiana
$10.6M +$827K +3,072 +8%
SBIA
484
Sheaff Brock Investment Advisors
Indiana
$10.6M +$103K +381 +1%
AWS
485
Atria Wealth Solutions
New York
$10.6M -$743K -2,763 -7%
MKA
486
M. Kulyk & Associates
Georgia
$10.6M -$591K -2,196 -5%
RCM
487
Radnor Capital Management
Pennsylvania
$10.5M -$400K -1,486 -4%
SIM
488
Stratos Investment Management
Ohio
$10.4M +$1.72M +6,409 +20%
IEFM
489
IQ EQ Fund Management
Ireland
$10.4M -$168K -625 -2%
IIC
490
Ironwood Investment Counsel
Arizona
$10.4M -$111K -413 -1%
SAM
491
Stansberry Asset Management
Texas
$10.3M -$94.2K -350 -0.9%
N
492
Natixis
France
$10.3M +$8.75M +32,939 +564%
P
493
&Partners
Tennessee
$10.3M -$1.1M -4,143 -10%
DILIC
494
Dai-ichi Life Insurance Company
Japan
$10.2M – – –
KRS
495
Kentucky Retirement Systems
Kentucky
$10.2M -$202K -750 -2%
WTC
496
WhitTier Trust Company
Nevada
$10M -$91.7K -341 -0.9%
BCPWM
497
Bradley & Co Private Wealth Management
Florida
$10M -$840K -3,123 -8%
FCT
498
Family Capital Trust
Massachusetts
$9.96M -$42.2K -157 -0.4%
HCMT
499
Highland Capital Management (Tennessee)
Tennessee
$9.92M +$1.58M +5,888 +19%
NAS
500
NWF Advisory Services
California
$9.9M -$537K -1,996 -5%
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