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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 %
AM
1001
AGF Management
Ontario, Canada
$2.25M -$70.8K -263 -3%
FNBT
1002
FineMark National Bank & Trust
Florida
$2.24M -$126K -467 -5%
NEAM
1003
New England Asset Management
Connecticut
$2.24M -$952K -3,540 -30%
BOS
1004
Bank of Stockton
California
$2.24M -$121K -450 -5%
SFS
1005
Sowell Financial Services
Arkansas
$2.23M +$2.23M +8,285 New
SIAG
1006
Signet Investment Advisory Group
Rhode Island
$2.23M +$28.5K +106 +1%
BB
1007
Berkshire Bank
Massachusetts
$2.22M -$39K -145 -2%
WIC
1008
Woodmont Investment Counsel
Tennessee
$2.22M -$4.04K -15 -0.2%
CS
1009
Cannell & Spears
New York
$2.22M +$5.65K +21 +0.3%
SWA
1010
SOA Wealth Advisors
New York
$2.21M +$21.5K +80 +1%
ACM
1011
Accent Capital Management
Ohio
$2.2M – – –
IAMOG
1012
Investors Asset Management of Georgia
Georgia
$2.2M -$80.4K -299 -4%
NI
1013
Natural Investments
California
$2.2M +$39.6K +147 +2%
PH
1014
Pinnacle Holdings
Oklahoma
$2.19M -$103K -381 -4%
BA
1015
Bridgewater Advisors
New York
$2.18M +$2.18M +8,182 New
IA
1016
IFG Advisory
Georgia
$2.18M -$86.4K -321 -4%
WWM
1017
Western Wealth Management
Colorado
$2.17M -$3.23K -12 -0.1%
FB
1018
Fulton Bank
Pennsylvania
$2.17M -$223K -830 -9%
JFG
1019
Jefferies Financial Group
New York
$2.17M +$1.7M +6,301 +358%
GI
1020
GAMMA Investing
California
$2.16M +$64K +238 +3%
RWB
1021
RMR Wealth Builders
New Jersey
$2.16M +$93.9K +349 +5%
DA
1022
Dover Advisors
Virginia
$2.15M +$171K +636 +9%
RIL
1023
Rothschild Investment LLC
Illinois
$2.12M -$173K -642 -8%
AG
1024
AlTi Global
New York
$2.12M -$183K -682 -8%
SWM
1025
Spire Wealth Management
Virginia
$2.1M +$1.14M +4,254 +119%
39 40
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