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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 %
QI
951
Qtron Investments
Massachusetts
$2.52M – – –
MPWT
952
MassMutual Private Wealth & Trust
Connecticut
$2.51M +$128K +477 +5%
BIA
953
Beacon Investment Advisors
Maryland
$2.51M – – –
MC
954
Moors & Cabot
Massachusetts
$2.51M -$103K -384 -4%
FWA
955
FOCUS Wealth Advisors
Texas
$2.5M -$160K -594 -6%
IWM
956
IHT Wealth Management
Illinois
$2.5M +$878K +3,262 +54%
PI
957
Pettee Investors
Connecticut
$2.49M -$1.46M -5,433 -37%
VWM
958
Vivid Wealth Management
Iowa
$2.48M +$97.9K +364 +4%
SCM
959
Sterling Capital Management
North Carolina
$2.48M -$210K -780 -8%
GC
960
Guardian Capital
Ontario, Canada
$2.47M – – –
ACL
961
Applied Capital LLC
Florida
$2.47M -$9.69K -36 -0.4%
MYLI
962
Meiji Yasuda Life Insurance
Japan
$2.47M +$279K +1,037 +13%
AIM
963
Anchor Investment Management
South Carolina
$2.46M +$34.2K +127 +1%
Parallax Volatility Advisers
964
Parallax Volatility Advisers
California
$2.46M -$77.1M -286,675 -97%
BCM
965
Bridgeway Capital Management
Texas
$2.45M – – –
MCM
966
Mengis Capital Management
Oregon
$2.44M – – –
IA
967
IFC Advisors
California
$2.43M -$7.8K -29 -0.3%
PA
968
Procyon Advisors
Connecticut
$2.43M +$182K +677 +8%
PWP
969
Principle Wealth Partners
Connecticut
$2.43M +$184K +685 +8%
BIA
970
Bigelow Investment Advisors
Maine
$2.42M -$59.2K -220 -2%
BAM
971
Berkshire Asset Management
Pennsylvania
$2.42M +$311K +1,097 +15%
BO
972
Bank OZK
Arkansas
$2.41M +$409K +1,521 +20%
SWMG
973
Signature Wealth Management Group
Georgia
$2.39M -$22.9K -85 -0.9%
NFA
974
Northern Financial Advisors
Michigan
$2.39M -$5.38K -20 -0.2%
FTF
975
Freedom Together Foundation
New York
$2.38M – – –
37 38
39
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