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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 %
WGCA
976
Wolf Group Capital Advisors
Virginia
$2.38M -$626K -2,327 -21%
NAG
977
Northstar Advisory Group
New Jersey
$2.37M -$411K -1,527 -15%
USCWA
978
U.S. Capital Wealth Advisors
Texas
$2.36M +$323K +1,199 +16%
PWAM
979
Private Wealth Asset Management
Iowa
$2.36M +$2.36M +8,783 New
AG
980
Ascent Group
Virginia
$2.36M +$463K +1,720 +24%
AP
981
Adero Partners
California
$2.36M +$17K +63 +0.7%
TBNY
982
Trustco Bank (New York)
New York
$2.36M -$52.5K -195 -2%
BONH
983
Bank of New Hampshire
New Hampshire
$2.35M -$53.8K -200 -2%
MWM
984
Mindset Wealth Management
Indiana
$2.35M -$3.23K -12 -0.1%
FFO
985
Fiduciary Family Office
Florida
$2.33M +$2.33M +8,665 New
BFA
986
Beaumont Financial Advisors
Massachusetts
$2.32M +$7.53K +28 +0.3%
WKWM
987
Walter & Keenan Wealth Management
Indiana
$2.32M +$8.34K +31 +0.4%
EAM
988
EFG Asset Management
Oregon
$2.32M -$357K -1,328 -13%
ISL
989
Ingalls & Snyder LLC
New York
$2.32M – – –
GC
990
GFG Capital
Florida
$2.31M -$486K -1,805 -17%
FPAS
991
Focus Partners Advisor Solutions
Missouri
$2.31M +$223K +828 +11%
WIC
992
Wilkins Investment Counsel
Massachusetts
$2.3M -$83.4K -310 -4%
TAM
993
Tealwood Asset Management
Minnesota
$2.29M +$2.29M +8,525 New
FIM
994
Freedom Investment Management
Connecticut
$2.28M -$90.7K -337 -4%
HR
995
Hardy Reed
Mississippi
$2.27M +$538 +2 +0%
HCMG
996
Howard Capital Management Group
California
$2.27M – – –
RSWM
997
Robertson Stephens Wealth Management
California
$2.26M +$517K +1,921 +30%
PCG
998
Prosperity Consulting Group
Maryland
$2.26M +$2.42K +9 +0.1%
SAM
999
Sawgrass Asset Management
Florida
$2.25M -$302K -1,122 -12%
LFRG
1000
Lazard Frères Gestion
France
$2.25M +$296K +1,102 +15%
38 39
40
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