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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 %
OPCM
1026
Osborne Partners Capital Management
California
$2.1M -$8.07K -30 -0.4%
CNBTD
1027
Citizens National Bank Trust Department
Mississippi
$2.1M +$46.3K +172 +2%
NIA
1028
NBZ Investment Advisors
Tennessee
$2.09M +$647K +2,403 +45%
BHBT
1029
Burke & Herbert Bank & Trust
Virginia
$2.08M – – –
HIC
1030
Holderness Investments Company
North Carolina
$2.08M -$4.31K -16 -0.2%
TFCM
1031
Taylor Frigon Capital Management
Arizona
$2.08M +$4.04K +15 +0.2%
SAG
1032
SageView Advisory Group
California
$2.06M -$256K -950 -11%
RCM
1033
RB Capital Management
Nevada
$2.05M +$227K +845 +12%
P
1034
Pitcairn
Pennsylvania
$2.05M -$807 -3 -0%
RCIM
1035
Red Cedar Investment Management
Michigan
$2.05M – – –
RCM
1036
RMR Capital Management
California
$2.03M – – –
LA
1037
LBP AM
France
$2.03M -$77.5K -288 -4%
HDA
1038
Harold Davidson & Associates
California
$2.03M +$33.4K +124 +2%
OFS
1039
Oldfather Financial Services
Nebraska
$2.02M +$538 +2 +0%
AC
1040
Arjuna Capital
North Carolina
$2.02M -$2.39M -8,878 -54%
BHPW
1041
Beverly Hills Private Wealth
California
$2.02M -$4.84K -18 -0.2%
WFC
1042
Western Financial Corp
California
$2.01M +$311K +1,156 +18%
FNT
1043
First National Trust
Pennsylvania
$2.01M -$301K -1,120 -13%
JWM
1044
Jackson Wealth Management
Florida
$2.01M -$462K -1,718 -19%
VC
1045
Veracity Capital
Georgia
$2M +$1.08K +4 +0.1%
CSC
1046
Caldwell Sutter Capital
California
$1.99M -$2.69K -10 -0.1%
SM
1047
Sciencast Management
New Jersey
$1.99M -$766K -2,847 -28%
SYBT
1048
Stock Yards Bank & Trust
Kentucky
$1.99M -$104K -385 -5%
NPT
1049
Nixon Peabody Trust
Massachusetts
$1.98M -$24.8K -92 -1%
BTI
1050
Blue Trust Inc
Georgia
$1.97M +$234K +869 +13%
40 41
42
43 44