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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 %
MAM
651
Mirabaud Asset Management
United Kingdom
$5.8M -$690K -2,598 -11%
A
652
AustralianSuper
Australia
$5.78M -$1.02M -3,786 -15%
NGA
653
Naples Global Advisors
Florida
$5.77M -$95.8K -356 -2%
CIM
654
Chapman Investment Management
California
$5.77M +$19.6K +73 +0.3%
GT
655
Greenleaf Trust
Michigan
$5.76M -$88.8K -330 -2%
BCV
656
Banque Cantonale Vaudoise
Switzerland
$5.75M +$5.75M +21,354 New
EH
657
Equitable Holdings
New York
$5.74M +$800K +2,972 +16%
FG
658
Fiduciary Group
Georgia
$5.74M -$15.1K -56 -0.3%
MFG
659
Merit Financial Group
Georgia
$5.6M +$758K +2,819 +16%
PIM
660
Plato Investment Management
Australia
$5.53M -$499K -1,833 -8%
NG
661
Northstar Group
New York
$5.53M -$53.8K -200 -1%
KSWA
662
Kathleen S. Wright Associates
Pennsylvania
$5.53M – – –
FSA
663
Fort Sheridan Advisors
Illinois
$5.5M -$111K -411 -2%
EF
664
Empirical Finance
Pennsylvania
$5.49M +$68.1K +253 +1%
NEI
665
Northwest & Ethical Investments
Ontario, Canada
$5.47M -$2.17M -8,081 -28%
SPS
666
Susquehanna Portfolio Strategies
Pennsylvania
$5.43M +$5.43M +20,183 New
SI
667
Stephens Inc
Arkansas
$5.43M -$77.5K -288 -1%
GPTE
668
Generali Powszechne Towarzystwo Emerytalne
Poland
$5.41M – – –
BAM
669
Bell Asset Management
Australia
$5.38M -$135K -502 -2%
CC
670
Courier Capital
New York
$5.38M +$408K +1,517 +8%
MAM
671
Meeder Asset Management
Ohio
$5.31M +$4.58M +17,041 +632%
TA
672
TKG Advisors
Indiana
$5.3M +$331K +1,229 +7%
LG
673
LaFleur & Godfrey
Michigan
$5.29M -$71.3K -265 -1%
CII
674
Capital International Inc
California
$5.25M – – –
CCT
675
Chemung Canal Trust
New York
$5.24M -$400K -1,486 -7%
25 26
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