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 %
SCM
501
Shelton Capital Management
Colorado
$9.89M -$500K -1,858 -5%
RCW
502
Rheos Capital Works
Japan
$9.87M -$21.1M -78,500 -68%
DADC
503
D.A. Davidson & Co
Montana
$9.58M +$621K +2,309 +7%
Jane Street
504
Jane Street
New York
$9.58M -$42.1M -156,604 -81%
VCM
505
Voleon Capital Management
California
$9.57M +$9.57M +35,587 New
WSCM
506
Wellington Shields Capital Management
New York
$9.56M -$38.7M -143,830 -80%
JC
507
Jacobs & Co
California
$9.56M -$104K -385 -1%
LOAMS
508
Lombard Odier Asset Management (Switzerland)
Switzerland
$9.5M +$4.6M +17,094 +94%
NFGCM
509
Norman Fields Gottscho Capital Management
New York
$9.49M -$224K -831 -2%
Pacer Advisors
510
Pacer Advisors
Pennsylvania
$9.42M -$2.46M -9,152 -21%
AIM
511
Artemis Investment Management
United Kingdom
$9.4M +$1.83M +6,795 +24%
MIM
512
Martin Investment Management
Florida
$9.31M -$31.2K -116 -0.3%
MHC
513
Meyer Handelman Company
New York
$9.27M -$11K -41 -0.1%
RB
514
Rodgers Brothers
Pennsylvania
$9.2M -$8.07K -30 -0.1%
HIMCH
515
Hartford Investment Management Co (HIMCO)
Connecticut
$9.11M -$149K -555 -2%
MGP
516
Metis Global Partners
California
$9.1M +$1.05M +3,919 +13%
SAM
517
SP Asset Management
California
$9.03M -$75.1K -279 -0.8%
SFI
518
Susquehanna Fundamental Investments
Pennsylvania
$8.96M +$8.96M +33,317 New
EAM
519
Eventide Asset Management
Massachusetts
$8.92M +$1.7M +4,816 +24%
LSWM
520
Lorne Steinberg Wealth Management
Canada
$8.92M -$29.9K -111 -0.3%
LCI
521
L1 Capital International
Australia
$8.87M +$1.88M +6,998 +27%
SCA
522
Stokes Capital Advisors
South Carolina
$8.82M +$46.8K +174 +0.5%
WCM
523
Westend Capital Management
California
$8.8M +$197K +733 +2%
WAM
524
Winslow Asset Management
Ohio
$8.76M -$306K -1,139 -3%
HL
525
HeadInvest LLC
Maine
$8.75M -$506K -1,882 -5%
19 20
21
22 23