AXP icon

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 %
GSB
801
Greenfield Savings Bank
Massachusetts
$3.52M -$9.96K -37 -0.3%
CW
802
CreativeOne Wealth
Kansas
$3.48M +$32K +119 +0.9%
SIG
803
Sargent Investment Group
Maryland
$3.47M +$312K +1,158 +10%
TBA
804
Tower Bridge Advisors
Pennsylvania
$3.47M +$120K +447 +4%
CA
805
CoreCap Advisors
Michigan
$3.47M -$933K -3,469 -21%
BBA
806
BLB&B Advisors
Pennsylvania
$3.47M -$807 -3 -0%
SWA
807
Strata Wealth Advisors
Texas
$3.46M -$622K -2,311 -15%
AWM
808
AE Wealth Management
Kansas
$3.45M -$181K -673 -5%
CWI
809
Conscious Wealth Investments
Florida
$3.44M -$696K -2,447 -17%
PA
810
Parallel Advisors
California
$3.44M +$2.15K +8 +0.1%
IAM
811
Infusive Asset Management
New York
$3.43M – – –
GWMIA
812
Global Wealth Management Investment Advisory
Florida
$3.4M +$242K +900 +8%
CFO
813
Callan Family Office
Pennsylvania
$3.39M -$221K -822 -6%
FTWA
814
Fifth Third Wealth Advisors
Ohio
$3.37M +$89.6K +333 +3%
JCM
815
Jacobi Capital Management
Pennsylvania
$3.37M -$274K -1,020 -8%
BFG
816
Bleakley Financial Group
New Jersey
$3.36M +$61.6K +229 +2%
CCG
817
Ceeto Capital Group
Florida
$3.35M +$538K +2,000 +19%
FRA
818
Frank Rimerman Advisors
California
$3.32M +$46.3K +172 +1%
SIA
819
Schechter Investment Advisors
Michigan
$3.28M -$494K -1,836 -13%
MPPLM
820
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.28M -$23.7K -88 -0.7%
PA
821
Profund Advisors
Maryland
$3.28M -$207K -768 -6%
EF
822
Empowered Funds
Pennsylvania
$3.27M -$6.63M -24,624 -67%
BJL
823
Brighton Jones LLC
Washington
$3.26M +$1.51M +5,629 +87%
ILI
824
Invesco LLC (Illinois)
Illinois
$3.25M -$148K -549 -4%
Two Sigma Investments
825
Two Sigma Investments
New York
$3.24M +$14.3K +53 +0.4%
31 32
33
34 35