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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 %
IFU
1051
iSAM Funds (UK)
United Kingdom
$1.97M +$1.97M +7,323 New
SAM
1052
Smartleaf Asset Management
Massachusetts
$1.97M +$65.3K +246 +3%
BCM
1053
Boltwood Capital Management
California
$1.96M -$12.1K -45 -0.6%
BA
1054
Birinyi Associates
Connecticut
$1.96M +$12.1K +45 +0.6%
PAM
1055
Palisade Asset Management
Minnesota
$1.96M -$62.4K -232 -3%
GIA
1056
Gateway Investment Advisers
Ohio
$1.96M +$10.2K +38 +0.5%
EM
1057
Excalibur Management
Massachusetts
$1.94M -$38.7K -144 -2%
IP
1058
Intellectus Partners
California
$1.93M -$33.6K -125 -2%
RMAM
1059
Raab & Moskowitz Asset Management
New Jersey
$1.93M -$19.9K -74 -1%
GAM
1060
Groupama Asset Management
France
$1.92M -$26.3K -99 -1%
TA
1061
Townsend & Associates
Colorado
$1.91M -$1.17M -4,829 -38%
AAM
1062
Auxier Asset Management
Oregon
$1.91M – – –
GI
1063
GLOBALT Investments
Georgia
$1.9M -$33.9K -126 -2%
EHC
1064
Everett Harris & Co
California
$1.9M -$9.69K -36 -0.5%
FLPIM
1065
F.L. Putnam Investment Management
Massachusetts
$1.9M -$21K -78 -1%
SRL
1066
Scientech Research LLC
New Jersey
$1.89M +$1.89M +7,027 New
NS
1067
NBC Securities
Alabama
$1.89M +$1.89M +7,011 +116,850%
LFAS
1068
Level Four Advisory Services
Texas
$1.88M -$209K -776 -10%
CWS
1069
Confluence Wealth Services
Pennsylvania
$1.88M +$677K +2,601 +56%
CC
1070
Centiva Capital
New York
$1.87M +$1.33M +4,955 +247%
QIM
1071
Quantitative Investment Management
Virginia
$1.87M +$1.65M +6,120 +731%
DWM
1072
Dynasty Wealth Management
Florida
$1.87M +$30.4K +113 +2%
ABC
1073
Associated Banc-Corp
Wisconsin
$1.86M -$52.7K -196 -3%
CAG
1074
Crestwood Advisors Group
Massachusetts
$1.85M +$189K +702 +11%
NHC
1075
Nicholas Hoffman & Company
Georgia
$1.84M -$143K -532 -7%
41 42
43
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