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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 %
SCP
626
Sandhill Capital Partners
New York
$6.14M -$4.57K -17 -0.1%
WIS
627
Wright Investors Service
Connecticut
$6.14M +$1.88M +6,990 +44%
WS
628
Wedbush Securities
California
$6.12M -$67K -249 -1%
WCM
629
Wisconsin Capital Management
Wisconsin
$6.11M -$192K -715 -3%
MA
630
Montag & Associates
Georgia
$6.11M -$65.6K -244 -1%
UB
631
UMB Bank
Missouri
$6.08M +$195K +724 +3%
CL
632
Choreo LLC
Illinois
$6.06M -$209K -776 -3%
CFG
633
Citizens Financial Group
Rhode Island
$6.03M -$17.1M -63,729 -74%
OAC
634
OMERS Administration Corp
Ontario, Canada
$6.03M -$824K -3,063 -12%
HCM
635
Hutner Capital Management
Vermont
$6M -$11.6K -43 -0.2%
FNFDCM
636
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.98M -$191K -710 -3%
FM
637
Family Management
New York
$5.97M -$3.27M -12,152 -35%
SG Americas Securities
638
SG Americas Securities
New York
$5.96M -$13.8M -51,224 -70%
SFI
639
Siemens Fonds Invest
Germany
$5.96M +$49.2K +183 +0.8%
Holocene Advisors
640
Holocene Advisors
New York
$5.95M -$57.2M -212,762 -91%
CGI
641
Comgest Global Investors
France
$5.95M +$5.95M +22,102 New
AC
642
AlpenGlobal Capital
California
$5.94M +$42.2K +157 +0.7%
GIM
643
Grassi Investment Management
California
$5.94M -$108K -400 -2%
GWM
644
Geneos Wealth Management
Colorado
$5.93M +$4.26M +15,821 +255%
LCAM
645
London & Capital Asset Management
United Kingdom
$5.9M +$5.9M +21,927 New
CCM
646
Condor Capital Management
New Jersey
$5.86M -$52.7K -196 -0.9%
FMI
647
F/M Investments
District of Columbia
$5.86M +$735K +2,732 +14%
CG
648
Caprock Group
Idaho
$5.81M +$457K +1,700 +9%
CIA
649
Concurrent Investment Advisors
Florida
$5.81M +$289K +1,074 +5%
CT
650
Chicago Trust
Illinois
$5.81M -$321K -1,193 -5%
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