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 %
PT
926
Plimoth Trust
Massachusetts
$2.64M +$102K +378 +4%
MSA
927
MUFG Securities Americas
New York
$2.64M +$433K +1,608 +20%
QT
928
Quantbot Technologies
New York
$2.64M +$2.64M +9,819 New
IPW
929
Inlet Private Wealth
Florida
$2.64M – – –
XWM
930
Xcel Wealth Management
Florida
$2.63M -$5.38K -20 -0.2%
Jennison Associates
931
Jennison Associates
New York
$2.62M -$1.41M -5,236 -35%
PGAM
932
Princeton Global Asset Management
New Jersey
$2.62M +$2.01M +7,456 +329%
TC
933
TAGStone Capital
North Carolina
$2.61M +$64.6K +240 +3%
PFBT
934
Parkside Financial Bank & Trust
Missouri
$2.61M +$87.7K +326 +3%
MMPW
935
Mitchell McLeod Pugh & Williams
Alabama
$2.61M +$10.8K +40 +0.4%
NAM
936
NTV Asset Management
West Virginia
$2.6M – – –
AG
937
AIA Group
Hong Kong
$2.58M +$2.58M +9,600 New
IFWM
938
Institute for Wealth Management
Colorado
$2.58M +$72.1K +268 +3%
FFA
939
Farther Finance Advisors
California
$2.58M +$1.15M +4,244 +80%
EW
940
Evoke Wealth
California
$2.57M -$16.4K -61 -0.6%
FSA
941
Financial Security Advisor
Virginia
$2.56M -$10.2K -38 -0.4%
RWM
942
Ritholtz Wealth Management
New York
$2.56M +$55.4K +206 +2%
ECM
943
Evergreen Capital Management
Washington
$2.56M +$51.7K +192 +2%
PWM
944
Parkshore Wealth Management
California
$2.55M +$4.57K +17 +0.2%
FCM
945
Fire Capital Management
California
$2.55M +$71.3K +265 +3%
MHIC
946
Marble Harbor Investment Counsel
Massachusetts
$2.55M -$26.9K -100 -1%
AP
947
Americana Partners
Texas
$2.54M +$69.4K +258 +3%
HH
948
Hilltop Holdings
Texas
$2.54M -$911K -3,385 -26%
JSSH
949
J. Safra Sarasin Holding
$2.54M +$3.5K +13 +0.1%
AA
950
Argent Advisors
Louisiana
$2.53M +$270K +1,005 +12%
36 37
38
39 40