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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 %
WC
1126
Weil Company
California
$1.62M – – –
MPWS
1127
McCarter Private Wealth Services
Massachusetts
$1.62M +$8.34K +31 +0.5%
FCBT
1128
First Citizens Bank & Trust
North Carolina
$1.62M +$38.5K +143 +2%
LCG
1129
Lakeshore Capital Group
Illinois
$1.62M +$46K +171 +3%
FCG
1130
Fielder Capital Group
Tennessee
$1.62M -$1.08K -4 -0.1%
YIA
1131
YHB Investment Advisors
Connecticut
$1.61M +$1.61K +6 +0.1%
WTA
1132
Washington Trust Advisors
Massachusetts
$1.6M -$68.3K -254 -4%
RA
1133
Ransom Advisory
Rhode Island
$1.6M +$1.6M +5,946 New
FPCP
1134
Fort Point Capital Partners
California
$1.59M -$4.31K -16 -0.3%
GM
1135
GeoWealth Management
Illinois
$1.59M -$413K -1,535 -21%
ONB
1136
Old National Bancorp
Indiana
$1.59M -$55.7K -207 -3%
SC
1137
Syon Capital
California
$1.59M +$135K +500 +9%
IA
1138
Insight Advisors
Pennsylvania
$1.58M -$33.9K -126 -2%
LIM
1139
Leavell Investment Management
Alabama
$1.58M -$21K -78 -1%
HWP
1140
Highline Wealth Partners
California
$1.57M +$269 +1 +0%
FCI
1141
Financial Counselors Inc
Kansas
$1.57M -$49K -182 -3%
AO
1142
Advisor OS
Illinois
$1.56M +$130K +485 +9%
HCM
1143
Highview Capital Management
Illinois
$1.55M +$76.4K +284 +5%
CI
1144
Conning Inc
Connecticut
$1.55M +$415K +1,541 +37%
CB
1145
Community Bank
New York
$1.54M -$47.1K -175 -3%
MCM
1146
Manchester Capital Management
Vermont
$1.54M +$44.1K +164 +3%
CP
1147
Canopy Partners
Ohio
$1.53M +$166K +617 +12%
TPW
1148
Transatlantique Private Wealth
New York
$1.53M +$37.4K +139 +3%
BWA
1149
Blodgett Wealth Advisors
California
$1.52M – – –
RDWM
1150
Red Door Wealth Management
Tennessee
$1.52M +$345K +1,283 +29%
44 45
46
47 48