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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 %
IIL
826
Insight Inv LLC
California
$3.23M +$1.08K +4 +0%
III
827
Independent Investors Inc
New York
$3.23M – – –
WB
828
Webster Bank
Connecticut
$3.23M +$11.6K +43 +0.4%
ZF
829
Zhang Financial
Michigan
$3.23M +$687K +2,552 +27%
SW
830
SVB Wealth
Massachusetts
$3.22M -$178K -662 -5%
CAM
831
Columbia Asset Management
Michigan
$3.2M -$213K -790 -6%
HCA
832
Harbor Capital Advisors
Illinois
$3.17M -$44.4K -165 -1%
FHA
833
First Horizon Advisors
Tennessee
$3.17M +$326K +1,212 +11%
TCOT
834
Trust Company of Toledo
Ohio
$3.17M +$24.2K +90 +0.8%
SPG
835
Strategic Planning Group
Utah
$3.16M +$20.7K +77 +0.7%
ECM
836
Eisler Capital Management
United Kingdom
$3.14M +$2.96M +10,980 +1,573%
RA
837
RFG Advisory
Alabama
$3.14M +$130K +484 +4%
ACP
838
Arcus Capital Partners
Georgia
$3.13M +$10.8K +40 +0.3%
LT
839
Lindsell Train
United Kingdom
$3.12M – – –
IAS
840
Investment Advisory Services
Texas
$3.12M +$3.77K +14 +0.1%
CIG
841
Cullen Investment Group
Louisiana
$3.12M -$69.4K -258 -2%
Walleye Trading
842
Walleye Trading
New York
$3.11M -$7.06M -26,239 -69%
CCIA
843
Campbell & Co Investment Adviser
Maryland
$3.11M +$3.11M +11,566 New
LWM
844
Lodestone Wealth Management
Washington
$3.11M -$570K -2,119 -15%
OAM
845
Ostrum Asset Management
France
$3.11M -$139K -517 -4%
Aristotle Capital Management
846
Aristotle Capital Management
California
$3.1M – – –
AIM
847
AHL Investment Management
Florida
$3.09M -$39.6K -147 -1%
BSA
848
Bull Street Advisors
Georgia
$3.09M -$18.8K -70 -0.6%
GWCM
849
Godshalk Welsh Capital Management
Pennsylvania
$3.09M -$78.8K -293 -2%
AWA
850
Arkadios Wealth Advisors
Georgia
$3.09M +$1.4M +5,188 +83%
32 33
34
35 36