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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 %
IC
1076
Inkwell Capital
Florida
$1.84M – – –
DFCM
1077
Dark Forest Capital Management
Puerto Rico
$1.84M +$1.84M +6,850 New
TFS
1078
Thoroughbred Financial Services
Tennessee
$1.84M -$145K -538 -7%
BFG
1079
Beacon Financial Group
Texas
$1.82M -$6.73K -25 -0.4%
CCFCSB
1080
Cape Cod Five Cents Savings Bank
Massachusetts
$1.81M – – –
CIA
1081
Citadel Investment Advisory
Ohio
$1.81M -$47.1K -175 -3%
BIM
1082
Baldwin Investment Management
Pennsylvania
$1.8M +$552K +2,050 +44%
CFFP
1083
Center for Financial Planning
Michigan
$1.79M -$25.8K -96 -1%
FFM
1084
Forum Financial Management
Illinois
$1.79M +$1.79M +6,648 New
VA
1085
VestGen Advisors
Illinois
$1.78M +$1.78M +6,615 New
WIA
1086
World Investment Advisors
California
$1.78M +$150K +558 +9%
HA
1087
Huntleigh Advisors
Missouri
$1.78M +$25K +93 +1%
ECML
1088
Eagle Capital Management (Louisiana)
Louisiana
$1.76M +$1.76M +6,552 New
APW
1089
Aurora Private Wealth
New Jersey
$1.76M -$46K -171 -3%
FHA
1090
Flagship Harbor Advisors
Massachusetts
$1.76M -$22.6K -84 -1%
LDB
1091
Lee, Danner & Bass
Tennessee
$1.76M – – –
ML
1092
McAdam LLC
Pennsylvania
$1.76M -$5.65K -21 -0.3%
HCM
1093
Hall Capital Management
Rhode Island
$1.76M +$444K +1,652 +34%
FWCM
1094
Ferguson Wellman Capital Management
Oregon
$1.76M +$268K +997 +18%
PTC
1095
Private Trust Company
Ohio
$1.75M -$30.1K -112 -2%
CB
1096
Cadence Bank
Mississippi
$1.75M -$24.2K -90 -1%
BWP
1097
Balboa Wealth Partners
Arizona
$1.75M +$221K +820 +14%
PSB
1098
Piscataqua Savings Bank
New Hampshire
$1.75M -$81.8K -304 -4%
MA
1099
Mutual Advisors
Nebraska
$1.75M -$438K -1,654 -20%
3IP
1100
3Chopt Investment Partners
Virginia
$1.75M +$1.75M +6,491 New
42 43
44
45 46