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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 %
CPSC
901
Carl P. Sherr & Co
Massachusetts
$2.79M +$284K +1,055 +11%
SC
902
Sawyer & Company
Massachusetts
$2.78M -$262K -972 -9%
EHWM
903
Eads & Heald Wealth Management
Georgia
$2.77M -$161K -600 -6%
PIM
904
Penobscot Investment Management
Massachusetts
$2.76M +$64.3K +239 +2%
ATPW
905
Ashton Thomas Private Wealth
Arizona
$2.76M +$112K +417 +4%
Envestnet Portfolio Solutions
906
Envestnet Portfolio Solutions
Illinois
$2.75M -$1.73M -6,443 -39%
JIC
907
Joel Isaacson & Co
New York
$2.75M +$103K +381 +4%
SCM
908
SOL Capital Management
Maryland
$2.75M – – –
MWM
909
Mission Wealth Management
California
$2.74M +$140K +520 +5%
PMG
910
ProVise Management Group
Florida
$2.74M -$26.9K -100 -1%
HFM
911
Hartford Funds Management
Pennsylvania
$2.73M +$48.7K +181 +2%
Verition Fund Management
912
Verition Fund Management
Connecticut
$2.73M -$2.62M -9,756 -49%
Empower Advisory Group
913
Empower Advisory Group
Colorado
$2.73M +$3.23K +12 +0.1%
HSA
914
HBK Sorce Advisory
Pennsylvania
$2.73M +$128K +474 +5%
WWM
915
Wolff Wiese Magana
California
$2.71M +$33.6K +125 +1%
IVP
916
Intrinsic Value Partners
Arizona
$2.7M -$181K -672 -6%
CCP
917
Cunning Capital Partners
North Carolina
$2.69M -$15.6K -58 -0.6%
VST
918
Van Strum & Towne
California
$2.69M +$471K +1,750 +21%
GIO
919
Galilei Investment Office
United Kingdom
$2.68M – – –
UHC
920
Union Heritage Capital
Michigan
$2.68M – – –
MGIA
921
Moneta Group Investment Advisors
Missouri
$2.68M +$395K +1,469 +17%
HI
922
Horizon Investments
North Carolina
$2.67M +$75.1K +280 +3%
DAM
923
Doheny Asset Management
California
$2.65M +$11K +41 +0.4%
KC
924
Knuff & Co
California
$2.65M +$7.26K +27 +0.3%
BFA
925
Buttonwood Financial Advisors
Maryland
$2.65M -$48.7K -181 -2%
35 36
37
38 39