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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 %
VWM
876
Venturi Wealth Management
Texas
$2.91M -$93.1K -346 -3%
GIA
877
Gladstone Institutional Advisory
Florida
$2.91M -$1.49M -5,536 -34%
Impax Asset Management Group
878
Impax Asset Management Group
United Kingdom
$2.9M -$38.7K -144 -1%
RG
879
Rathbones Group
United Kingdom
$2.9M +$11.8K +44 +0.4%
WPC
880
Wedmont Private Capital
Pennsylvania
$2.9M +$37.2K +148 +1%
MNBTD
881
Moody National Bank Trust Division
Texas
$2.9M -$26.9K -100 -0.9%
ST
882
Smithfield Trust
Pennsylvania
$2.9M -$93.1K -346 -3%
IA
883
IFP Advisors
Florida
$2.89M +$1.59M +5,924 +122%
GLR
884
Great Lakes Retirement
Ohio
$2.88M +$52.5K +195 +2%
LSA
885
L & S Advisors
California
$2.88M -$4.16M -15,472 -59%
V
886
ValueWorks
New York
$2.88M +$29.6K +110 +1%
PFA
887
Peak Financial Advisors
Colorado
$2.86M -$19.1K -71 -0.7%
PWP
888
Private Wealth Partners
California
$2.85M -$183K -680 -6%
PDM
889
Penn Davis McFarland
Texas
$2.85M -$5.92K -22 -0.2%
SW
890
Solidarity Wealth
Utah
$2.85M +$2.85M +10,575 New
VI
891
Vestcor Inc
New Brunswick, Canada
$2.84M +$5.92K +22 +0.2%
ACA
892
Aptus Capital Advisors
Alabama
$2.82M +$256K +952 +10%
SJIM
893
St. Johns Investment Management
Florida
$2.82M +$15.9K +59 +0.6%
QI
894
QV Investors
Alberta, Canada
$2.81M -$213K -790 -7%
IAS
895
Insigneo Advisory Services
Florida
$2.81M +$71K +264 +3%
COI
896
Connable Office Inc
Michigan
$2.8M -$48.4K -180 -2%
B
897
Bailard
California
$2.8M +$25.8K +96 +0.9%
SS
898
SBI Securities
Japan
$2.79M +$190K +706 +7%
IWA
899
Icon Wealth Advisors
Texas
$2.79M -$49.5K -184 -2%
O
900
Ossiam
France
$2.79M -$1.09M -4,065 -28%
34 35
36
37 38