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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 %
SWM
726
Salvus Wealth Management
New Jersey
$4.46M -$1.1M -4,084 -20%
WA
727
WP Advisors
California
$4.46M +$45.5K +169 +1%
ECM
728
Everence Capital Management
Indiana
$4.44M -$864K -3,210 -16%
BPC
729
Banque Pictet & Cie
Switzerland
$4.42M -$1.11M -4,108 -20%
LJCM
730
Lee Johnson Capital Management
Texas
$4.42M +$79.9K +297 +2%
SWP
731
Sagespring Wealth Partners
Tennessee
$4.38M +$782K +2,905 +22%
GHAM
732
Gilman Hill Asset Management
Connecticut
$4.36M -$14K -52 -0.3%
NRG
733
Nemes Rush Group
Michigan
$4.36M -$56.8K -211 -1%
DAS
734
Dynamic Advisor Solutions
Arizona
$4.35M +$144K +534 +3%
HWAM
735
Hennion & Walsh Asset Management
New Jersey
$4.34M +$54.1K +201 +1%
KRSITF
736
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.34M -$4.44M -16,507 -51%
IAM
737
Impact Asset Management
$4.32M – – –
KCM
738
Kanawha Capital Management
Virginia
$4.31M +$151K +561 +4%
BAM
739
Brave Asset Management
New Jersey
$4.31M – – –
TW
740
Trajan Wealth
Arizona
$4.3M +$526K +1,955 +14%
BT
741
Banque Transatlantique
France
$4.3M +$994K +3,698 +30%
VA
742
Vident Advisory
Georgia
$4.29M +$1.41M +5,230 +49%
KCM
743
Kerusso Capital Management
North Carolina
$4.28M +$108K +403 +3%
HCM
744
Hodges Capital Management
Texas
$4.27M +$1.65M +6,120 +63%
VFA
745
Valeo Financial Advisors
Indiana
$4.26M +$5.92K +22 +0.1%
MAM
746
Milestone Asset Management
Pennsylvania
$4.26M -$2.37M -8,816 -36%
FIA
747
Foundations Investment Advisors
Arizona
$4.24M -$38.2K -142 -0.9%
KAM
748
Karani Asset Management
New York
$4.24M -$1.07M -3,984 -20%
PFM
749
Patton Fund Management
Texas
$4.23M -$1.25M -4,631 -23%
VanEck Associates
750
VanEck Associates
New York
$4.23M +$170K +631 +4%
28 29
30
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