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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 %
CNBT
851
Canandaigua National Bank & Trust
New York
$3.09M -$196K -727 -6%
LBC
852
Lowe Brockenbrough & Co
Virginia
$3.08M -$53.3K -198 -2%
RCAG
853
Rehmann Capital Advisory Group
Michigan
$3.08M -$305K -1,133 -9%
BPWM
854
Badgley Phelps Wealth Managers
Washington
$3.07M -$36.1K -134 -1%
RBWA
855
RFG - Bristol Wealth Advisors
Massachusetts
$3.06M +$119K +443 +4%
SCM
856
SCS Capital Management
Massachusetts
$3.04M +$3.04M +11,316 New
DWM
857
Diversify Wealth Management
Utah
$3.03M +$74K +277 +3%
WANY
858
Wealthspire Advisors (New York)
New York
$3.02M -$9.42K -35 -0.3%
SVWAG
859
Sound View Wealth Advisors Group
Georgia
$3.02M -$137K -508 -4%
FIM
860
Fruth Investment Management
Texas
$3.02M – – –
DRS
861
Deane Retirement Strategies
Louisiana
$3.02M +$66.1K +246 +2%
KIA
862
KCM Investment Advisors
California
$3.02M -$112K -418 -4%
HG
863
Herbst Group
Connecticut
$3.01M -$254K -944 -8%
Capstone Investment Advisors
864
Capstone Investment Advisors
New York
$3.01M +$1.09M +4,065 +57%
GSC
865
G&S Capital
Colorado
$3M -$28.3K -105 -0.9%
ET
866
Entropy Technologies
New York
$2.99M +$2.99M +11,110 New
KW
867
KWB Wealth
California
$2.98M +$2.97K +10 +0.1%
PCS
868
Personal CFO Solutions
New Jersey
$2.98M -$79.4K -295 -3%
ALAM
869
Asahi Life Asset Management
Japan
$2.97M +$574K +2,132 +24%
GFA
870
Gifford Fong Associates
California
$2.96M – – –
ACIM
871
Azimuth Capital Investment Management
Michigan
$2.94M -$143K -532 -5%
PFSC
872
Peoples Financial Services Corp
Pennsylvania
$2.94M -$92.3K -343 -3%
TBT
873
Texas Bank & Trust
Texas
$2.93M +$94.2K +350 +3%
VIM
874
Vinva Investment Management
Australia
$2.93M +$319K +1,201 +12%
SPC
875
Sigma Planning Corp
Michigan
$2.92M +$52.5K +195 +2%
33 34
35
36 37