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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 %
MWM
676
Modera Wealth Management
New Jersey
$5.23M -$23.9K -89 -0.5%
IWC
677
Integrated Wealth Concepts
Massachusetts
$5.23M +$311K +1,157 +6%
BS
678
Banco Santander
Spain
$5.22M +$4.46M +16,581 +585%
HLCM
679
Hi-Line Capital Management
South Dakota
$5.19M +$111K +414 +2%
BP
680
Ballentine Partners
Massachusetts
$5.12M -$19.1K -71 -0.4%
TS
681
Triglav Skladi
Slovenia
$5.11M -$2.29M -8,500 -31%
CF
682
Covea Finance
France
$5.11M +$5.11M +19,000 New
AMI
683
Amica Mutual Insurance
Rhode Island
$5.11M -$2.79M -10,362 -35%
BL
684
BFSG LLC
California
$5.1M -$17.2K -64 -0.3%
NC
685
NewSquare Capital
Pennsylvania
$5.1M +$183K +682 +4%
CA
686
CSM Advisors
Pennsylvania
$5.07M -$262K -975 -5%
SLI
687
Sumitomo Life Insurance
Japan
$5.03M -$56.8K -211 -1%
2
688
2Xideas
Switzerland
$5.02M -$7.46M -27,724 -60%
JA
689
JLB & Associates
Michigan
$5.01M -$136K -505 -3%
MVA
690
Mount Vernon Associates
Maryland
$5M +$72.6K +270 +1%
WG
691
Welch Group
Alabama
$4.99M -$3.72K -14 -0.1%
VCA
692
Verdence Capital Advisors
Maryland
$4.94M – – –
SAM
693
Selway Asset Management
$4.94M +$20.2K +75 +0.4%
Balyasny Asset Management
694
Balyasny Asset Management
Illinois
$4.93M -$16M -59,429 -76%
LC
695
Lincoln Capital
Nebraska
$4.93M +$1.05M +4,171 +27%
QCG
696
Quadrant Capital Group
Ohio
$4.92M +$1.49M +5,527 +43%
TLP
697
Trinity Legacy Partners
Texas
$4.92M -$1.37M -4,542 -22%
PCI
698
Pacifica Capital Investments
Texas
$4.85M – – –
LAM
699
L2 Asset Management
Massachusetts
$4.85M +$806K +2,994 +20%
CA
700
Callahan Advisors
Texas
$4.8M +$269 +1 +0%
26 27
28
29 30