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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 %
LTAS
776
Linden Thomas Advisory Services
North Carolina
$3.81M +$287K +1,065 +8%
CPBTD
777
Central Pacific Bank - Trust Division
Hawaii
$3.8M -$999K -3,714 -21%
BFA
778
Brendel Financial Advisors
New Hampshire
$3.77M – – –
TFA
779
Teamwork Financial Advisors
Texas
$3.75M -$1.15M -4,285 -24%
EWM
780
Evercore Wealth Management
New York
$3.72M -$54.9K -204 -1%
AWM
781
Avior Wealth Management
Nebraska
$3.72M -$80.4K -299 -2%
TPCW
782
TD Private Client Wealth
New York
$3.72M -$269 -1 -0%
CCM
783
Coldstream Capital Management
Washington
$3.71M -$311K -1,156 -8%
MAS
784
Meeder Advisory Services
Ohio
$3.71M +$61.3K +228 +2%
GRQ
785
Gardner Russo & Quinn
Pennsylvania
$3.67M -$312K -1,158 -8%
CC
786
Chicago Capital
Illinois
$3.67M +$74K +275 +2%
JAG
787
Journey Advisory Group
Kentucky
$3.66M +$3.66M +13,611 New
CWM
788
Compass Wealth Management
Connecticut
$3.65M -$139K -515 -4%
OAM
789
Oppenheimer Asset Management
New York
$3.65M -$1.39M -5,167 -28%
OC
790
Optimas Capital
Hong Kong
$3.63M -$188K -700 -5%
AWA
791
Arete Wealth Advisors
Illinois
$3.61M -$80.5K -299 -2%
FA
792
Fiduciary Alliance
South Carolina
$3.6M -$16.7K -62 -0.5%
GD
793
Grandfield & Dodd
New York
$3.6M -$7.27K -27 -0.2%
SSWM
794
Smith Salley Wealth Management
North Carolina
$3.59M +$48.2K +179 +1%
CC
795
Constitution Capital
Connecticut
$3.58M +$246K +915 +7%
GPFA
796
Game Plan Financial Advisors
Ohio
$3.58M -$1.53M -5,683 -30%
BFO
797
Boston Family Office
Massachusetts
$3.55M +$484K +1,800 +16%
RBA
798
Richard Bernstein Advisors
New York
$3.54M -$176K -654 -5%
BCM
799
Buckhead Capital Management
Georgia
$3.53M -$300K -1,115 -8%
TIAAOA
800
Teachers Insurance & Annuity Association of America
New York
$3.52M -$68.6K -255 -2%
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