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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 %
EOJOAM
601
E. Ohman J:or Asset Management
Sweden
$6.54M -$444K -1,650 -6%
CSP
602
Cary Street Partners
Virginia
$6.54M -$215K -799 -3%
VVP
603
Venture Visionary Partners
Ohio
$6.52M +$62.7K +233 +1%
KWM
604
Kingsview Wealth Management
Oregon
$6.51M +$371K +1,379 +6%
SCP
605
Seizert Capital Partners
Michigan
$6.51M -$2.86M -10,613 -31%
SF
606
Synovus Financial
Georgia
$6.51M +$177K +657 +3%
ABTD
607
Arvest Bank Trust Division
Oklahoma
$6.49M +$6.49M +24,121 New
AIM
608
Arcadia Investment Management
Michigan
$6.48M -$341K -1,266 -5%
JWCA
609
J.W. Cole Advisors
Florida
$6.48M +$2.92M +10,852 +82%
CP
610
CenterBook Partners
Connecticut
$6.44M +$814K +3,025 +14%
MCM
611
Marsico Capital Management
Colorado
$6.41M -$6.88M -25,577 -52%
IC
612
IEQ Capital
California
$6.39M -$778K -2,892 -11%
TCOV
613
Trust Company of Vermont
Vermont
$6.35M +$121K +449 +2%
SCM
614
Silvant Capital Management
Georgia
$6.34M +$76.4K +284 +1%
BBNA
615
Bremer Bank National Association
Minnesota
$6.34M +$298K +1,106 +5%
FIB
616
First Interstate Bank
Montana
$6.33M -$382K -1,420 -6%
FCH
617
Freestone Capital Holdings
Washington
$6.26M +$6.46K +24 +0.1%
CFSG
618
Community Financial Services Group
Vermont
$6.24M -$74K -275 -1%
EP
619
Edgestream Partners
New Jersey
$6.23M +$5.02M +18,654 +413%
IWS
620
Insight Wealth Strategies
California
$6.22M +$1.17M +4,364 +23%
BCM
621
Bretton Capital Management
California
$6.22M – – –
MIH
622
Meitav Investment House
Israel
$6.2M -$1.08M -4,015 -15%
RC
623
RBF Capital
California
$6.19M – – –
SAM
624
Shell Asset Management
Netherlands
$6.16M -$225K -835 -4%
ALMGDA
625
AG2R La Mondiale Gestion d'Actifs
France
$6.15M +$6.15M +20,898 New
23 24
25
26 27