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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 %
OIA
701
OneDigital Investment Advisors
Kansas
$4.75M -$829K -3,082 -15%
NMIMC
702
Northwestern Mutual Investment Management Company
Wisconsin
$4.75M -$4.84K -18 -0.1%
LGF
703
LGT Group Foundation
Liechtenstein
$4.73M -$473K -1,757 -9%
MCB
704
Morton Community Bank
Illinois
$4.73M -$209K -778 -4%
NP
705
NorthRock Partners
Minnesota
$4.68M +$165K +612 +4%
JSW
706
Journey Strategic Wealth
New Jersey
$4.68M +$1.9M +7,052 +68%
NB
707
NBT Bank
New York
$4.67M -$431K -1,603 -8%
JCM
708
Jag Capital Management
Missouri
$4.65M -$319K -1,184 -6%
ECM
709
Elgethun Capital Management
South Dakota
$4.65M -$88.8K -330 -2%
SCA
710
Snowden Capital Advisors
New York
$4.65M -$603K -2,241 -11%
BG
711
BDF Gestion
France
$4.65M – – –
GL
712
GHE LLC
Tennessee
$4.62M +$37.4K +139 +0.8%
PS
713
Principal Securities
Iowa
$4.61M – – –
TMAM
714
Tokio Marine Asset Management
Japan
$4.6M +$119K +441 +3%
PTCG
715
Pring Turner Capital Group
California
$4.56M – – –
TRCT
716
Tower Research Capital (TRC)
New York
$4.55M -$6.23M -23,684 -58%
IWA
717
IBEX Wealth Advisors
New Jersey
$4.53M +$1.12M +4,173 +33%
GT
718
Glenview Trust
Kentucky
$4.53M -$130K -483 -3%
RCA
719
Resonant Capital Advisors
Wisconsin
$4.52M -$43K -160 -0.9%
PNC
720
Park National Corp
Ohio
$4.5M -$144K -534 -3%
AWM
721
Apollon Wealth Management
South Carolina
$4.49M +$166K +617 +4%
CCM
722
Cullen Capital Management
New York
$4.48M -$136K -504 -3%
BFA
723
Bill Few Associates
Pennsylvania
$4.48M -$76.1K -283 -2%
CCA
724
Catalyst Capital Advisors
New York
$4.47M -$144K -535 -3%
HTC
725
Haverford Trust Company
Pennsylvania
$4.47M -$405K -1,507 -8%
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