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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 %
GIBU
526
Gulf International Bank (UK)
United Kingdom
$8.68M -$3.25M -12,089 -27%
TSW
527
Thompson Siegel & Walmsley
Virginia
$8.65M -$674K -2,505 -7%
UAM
528
Unison Asset Management
Florida
$8.57M +$150K +622 +2%
LIM
529
Letson Investment Management
Georgia
$8.57M – – –
LP
530
LB Partners
Virginia
$8.56M – – –
CA
531
Cornerstone Advisors
North Carolina
$8.56M – – –
B
532
Bensler
Washington
$8.53M +$298K +1,109 +4%
NSEDCP
533
NJ State Employees Deferred Compensation Plan
New Jersey
$8.5M – – –
NG
534
NatWest Group
United Kingdom
$8.49M -$2.65M -9,849 -24%
CIM
535
Contravisory Investment Management
Massachusetts
$8.49M +$428K +1,590 +5%
TC
536
TownSquare Capital
Utah
$8.48M +$1.29M +4,795 +18%
BCAM
537
Boston Common Asset Management
Massachusetts
$8.48M -$778K -2,892 -8%
1SB
538
1ST Source Bank
Indiana
$8.39M -$40.9K -152 -0.5%
LT
539
Legacy Trust
Michigan
$8.39M -$77.8K -289 -0.9%
KFP
540
KMG Fiduciary Partners
Ohio
$8.39M -$258K -960 -3%
HAG
541
HighPoint Advisor Group
Illinois
$8.38M -$9.88K -37 -0.1%
GIC
542
Generali Investments CEE
Czech Republic
$8.32M +$383K +1,425 +5%
WSFS
543
Wilmington Savings Fund Society
Delaware
$8.22M -$640K -2,379 -7%
DJSG
544
D.J. St. Germain
Massachusetts
$8.21M +$139K +516 +2%
SWP
545
Stratos Wealth Partners
Ohio
$8.18M -$8.34K -31 -0.1%
Carson Wealth (CWM LLC)
546
Carson Wealth (CWM LLC)
Nebraska
$8.17M +$149K +553 +2%
MMA
547
Miracle Mile Advisors
California
$8.15M -$334K -1,243 -4%
DA
548
DCM Advisors
New York
$8.11M -$589K -2,207 -7%
BCM
549
Banyan Capital Management
Georgia
$8.11M -$814K -3,026 -9%
CI
550
Ceera Investments
Texas
$8.07M -$20.2K -75 -0.2%
20 21
22
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