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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 %
CAG
1101
Csenge Advisory Group
Florida
$1.74M -$221K -879 -11%
DFG
1102
Delta Financial Group
New Jersey
$1.74M +$513K +1,847 +42%
Optiver Holding
1103
Optiver Holding
Netherlands
$1.74M -$169K -627 -9%
TFP
1104
Tilia Fiduciary Partners
North Carolina
$1.73M +$1.73M +6,436 New
PI
1105
PFG Investments
New York
$1.73M +$202K +749 +13%
TAM
1106
Trust Asset Management
Texas
$1.73M -$130K -485 -7%
DWP
1107
Daymark Wealth Partners
Ohio
$1.73M -$25.6M -94,974 -94%
SCI
1108
S&CO Inc
Massachusetts
$1.72M – – –
PGWM
1109
Parisi Gray Wealth Management
New Jersey
$1.71M +$807 +3 +0%
CCA
1110
Checchi Capital Advisers
California
$1.7M -$93.1K -346 -5%
OFS
1111
OneAscent Financial Services
Alabama
$1.69M +$1,000K +3,713 +144%
BZWA
1112
Blue Zone Wealth Advisors
California
$1.69M -$214K -795 -11%
SP
1113
Stablepoint Partners
Massachusetts
$1.68M -$201K -747 -11%
AC
1114
Avestar Capital
New York
$1.68M +$245K +909 +17%
CIS
1115
Capital International Sarl
California
$1.68M +$687K +2,554 +70%
AA
1116
ALPS Advisors
Colorado
$1.67M -$182K -676 -10%
AWC
1117
Abundance Wealth Counselors
Pennsylvania
$1.67M +$19.9K +74 +1%
BMCM
1118
Bryn Mawr Capital Management
Pennsylvania
$1.66M -$1.88K -7 -0.1%
BB
1119
Busey Bank
Illinois
$1.66M +$7.53K +28 +0.5%
GBT
1120
Grove Bank & Trust
Florida
$1.65M +$176K +653 +12%
DI
1121
Diligent Investors
California
$1.65M -$21K -78 -1%
MIA
1122
MainStreet Investment Advisors
Illinois
$1.64M +$55.7K +207 +4%
OWP
1123
Obermeyer Wealth Partners
Colorado
$1.64M -$78K -290 -5%
MG
1124
Mather Group
Illinois
$1.63M +$127K +473 +8%
CWM
1125
Chesapeake Wealth Management
Virginia
$1.62M -$63.2K -235 -4%
43 44
45
46 47