AXP icon

American Express
AXP

Overview Fund Activity

2,585 hedge funds and large institutions have $159B invested in American Express in 2025 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 938 increasing their positions, 1,038 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,585
Holders Change
-23
Holders Change %
-0.88%
% of All Funds
35.12%
Holding in Top 10
78
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-30.97%
% of All Funds
1.06%
New
182
Increased
938
Reduced
1,038
Closed
159
Calls
$2.84B
Puts
$2B
Net Calls
+$839M
Net Calls Change
+$210M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.85B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.94B
3
BlackRock
3
BlackRock
New York
$12.1B
4
UBS Group
4
UBS Group
Switzerland
$1.2B
5
Barclays
5
Barclays
United Kingdom
$813M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.95B
2
LP
2
Longview Partners
Guernsey
$484M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.12B
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$312K
5
Bank of America
5
Bank of America
North Carolina
$1.84B
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
51
First Trust Advisors
Illinois
$350M +$44.2M +164,239 +14%
SCM
52
Smead Capital Management
Arizona
$330M -$31.3M -116,157 -9%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$305M -$8.82M -32,783 -3%
National Pension Service
54
National Pension Service
South Korea
$299M +$7.68M +28,552 +3%
Barrow, Hanley, Mewhinney & Strauss
55
Barrow, Hanley, Mewhinney & Strauss
Texas
$298M -$15.8M -58,607 -5%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$291M -$5.97M -22,175 -2%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$287M -$492K -1,830 -0.2%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$284M -$20.2M -75,155 -7%
Public Employees Retirement Association of Colorado
59
Public Employees Retirement Association of Colorado
Colorado
$283M +$33.3M +123,652 +13%
Raymond James Financial
60
Raymond James Financial
Florida
$278M +$13.5M +50,277 +5%
Citigroup
61
Citigroup
New York
$272M +$115M +426,811 +73%
Corient Private Wealth
62
Corient Private Wealth
Florida
$253M -$30.3M -112,615 -11%
Pictet Asset Management
63
Pictet Asset Management
Switzerland
$249M -$20.1M -74,772 -7%
American Century Companies
64
American Century Companies
Missouri
$238M -$64.2M -238,475 -21%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$235M -$3.15M -11,702 -1%
SGA
66
Sustainable Growth Advisers
Connecticut
$223M -$47.7M -177,158 -18%
TAM
67
Timucuan Asset Management
Florida
$218M -$44.8M -166,674 -17%
Aberdeen Group
68
Aberdeen Group
United Kingdom
$209M -$118M -442,591 -36%
WIM
69
Waverton Investment Management
United Kingdom
$208M -$3.43M -12,753 -2%
LPL Financial
70
LPL Financial
California
$192M +$6.1M +22,676 +3%
EIP
71
Epoch Investment Partners
New York
$188M -$25.7M -95,505 -12%
Korea Investment Corp
72
Korea Investment Corp
South Korea
$186M +$12.1M +44,852 +7%
William Blair & Company
73
William Blair & Company
Illinois
$186M -$8.26M -30,689 -4%
Principal Financial Group
74
Principal Financial Group
Iowa
$183M +$9.5M +35,295 +5%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$183M -$5.49M -20,421 -3%
1 2
3
4 5