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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 %
CCG
576
Chatham Capital Group
Georgia
$7.18M +$223K +830 +3%
CT
577
Coastline Trust
Rhode Island
$7.17M -$68.3K -254 -0.9%
CWP
578
Cyndeo Wealth Partners
Florida
$7.16M +$6.52M +24,236 +1,017%
RWP
579
RWA Wealth Partners
Massachusetts
$7.12M -$370K -1,377 -5%
FMTC
580
Farmers & Merchants Trust Company
California
$7.12M -$101K -377 -1%
ASN
581
Advisory Services Network
Georgia
$7.07M -$966K -3,590 -12%
NAAA
582
New Age Alpha Advisors
New York
$7.03M -$6.73M -25,024 -49%
FG
583
Foster Group
Iowa
$7.03M +$78.8K +293 +1%
NMERB
584
New Mexico Educational Retirement Board
New Mexico
$6.99M -$215K -800 -3%
MSRPS
585
Maryland State Retirement & Pension System
Maryland
$6.98M -$1.14M -4,252 -14%
RAM
586
Riggs Asset Management
Pennsylvania
$6.96M -$8.07K -30 -0.1%
AC
587
Allstate Corporation
Illinois
$6.96M +$2.4M +8,936 +53%
RIM
588
Reliant Investment Management
Tennessee
$6.92M -$101K -375 -1%
AAS
589
Avantax Advisory Services
Texas
$6.91M -$165K -614 -2%
GC
590
Guggenheim Capital
Illinois
$6.89M -$519K -1,928 -7%
ANTB
591
AMG National Trust Bank
Colorado
$6.88M -$24.2K -90 -0.4%
BF
592
BOK Financial
Oklahoma
$6.85M +$71.3K +265 +1%
NW
593
NewEdge Wealth
Pennsylvania
$6.84M -$183K -680 -3%
ADL
594
Asset Dedication LLC
California
$6.82M -$261K -971 -4%
HT
595
Heritage Trust
Oklahoma
$6.74M -$432K -1,606 -6%
RC
596
Roundview Capital
New Jersey
$6.61M -$16.1K -60 -0.2%
PWMAG
597
Pinnacle Wealth Management Advisory Group
New Jersey
$6.56M +$233K +867 +4%
ACM
598
Adalta Capital Management
New York
$6.56M -$108K -400 -2%
OBAM
599
ODDO BHF Asset Management
France
$6.56M -$365K -1,355 -5%
HI
600
Hendershot Investments
Virginia
$6.55M -$1.08K -4 -0%
22 23
24
25 26