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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 %
SSW
751
Stone Summit Wealth
Florida
$4.21M -$110K -410 -3%
DWM
752
Dakota Wealth Management
Florida
$4.2M -$196K -728 -4%
GAM
753
Gotham Asset Management
New York
$4.2M +$294K +1,091 +8%
EWM
754
Empirical Wealth Management
Washington
$4.15M +$1.99M +7,391 +92%
MLL
755
Moody Lynn & Lieberson
Massachusetts
$4.14M +$5.11K +19 +0.1%
BCM
756
Birmingham Capital Management
Alabama
$4.13M -$172K -640 -4%
NL
757
NVWM LLC
Pennsylvania
$4.11M +$55.4K +206 +1%
HIC
758
Hartline Investment Corp
Illinois
$4.1M -$5.11K -19 -0.1%
CPC
759
CFC Planning Company
Indiana
$4.1M +$375K +1,392 +10%
HIS
760
Horizon Investment Services
Indiana
$4.06M -$34.4K -128 -0.8%
FMWA
761
Forvis Mazars Wealth Advisors
Missouri
$4.06M +$1.19M +4,408 +41%
BWM
762
BNC Wealth Management
Oregon
$4.05M +$43.6K +162 +1%
MC
763
Mathes Company
New York
$4.05M -$466K -1,732 -10%
EFMC
764
Empire Financial Management Company
New York
$4.05M -$4.57K -17 -0.1%
AIA
765
AssuredPartners Investment Advisors
Florida
$4M +$215K +799 +6%
WC
766
Wynn Capital
Georgia
$3.99M -$16.1K -60 -0.4%
BBWA
767
Bell & Brown Wealth Advisors
California
$3.95M +$25.6K +95 +0.7%
BFA
768
Benedict Financial Advisors
Georgia
$3.94M -$99.6K -370 -2%
BFIM
769
Beese Fulmer Investment Management
Ohio
$3.93M -$54.1K -201 -1%
ACP
770
Aviance Capital Partners
Florida
$3.91M -$94.2K -350 -2%
S
771
SignatureFD
Georgia
$3.91M +$33.1K +123 +0.9%
SC
772
SouthState Corp
Florida
$3.87M +$183K +682 +5%
TH
773
TCTC Holdings
Texas
$3.83M -$11.8K -44 -0.3%
TAM
774
Taurus Asset Management
New York
$3.82M -$80.7K -300 -2%
GIM
775
Goelzer Investment Management
Indiana
$3.81M -$52.5K -195 -1%
29 30
31
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