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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 %
GG
1151
Greenwood Gearhart
Arkansas
$1.52M -$96.9K -360 -6%
CAL
1152
Capital Analysts LLC
Pennsylvania
$1.52M -$7.8K -29 -0.5%
RT
1153
Rockland Trust
Massachusetts
$1.52M -$330K -1,227 -18%
I
1154
INVST
Indiana
$1.51M -$924K -3,433 -38%
HWM
1155
Hohimer Wealth Management
Washington
$1.51M -$59.7K -222 -4%
AIC
1156
Argus Investors Counsel
New York
$1.51M -$301K -1,118 -17%
CI
1157
Cigna Investments
Connecticut
$1.5M -$50.6K -188 -3%
SP
1158
Stonebrook Private
Michigan
$1.5M +$14.8K +55 +1%
HI
1159
Harbour Investments
Wisconsin
$1.5M +$37.7K +140 +3%
KCM
1160
KRS Capital Management
Michigan
$1.5M +$13.7K +51 +0.9%
ICP
1161
Interchange Capital Partners
Pennsylvania
$1.49M +$8.07K +30 +0.5%
CAU
1162
Caxton Associates (UK)
$1.49M +$1.49M +5,532 New
NWM
1163
Northcape Wealth Management
New York
$1.49M -$14.3K -53 -0.9%
IA
1164
Icon Advisers
Colorado
$1.48M – – –
CWS
1165
Cypress Wealth Services
California
$1.48M +$44.9K +167 +3%
LWANC
1166
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.48M +$1.35K +5 +0.1%
CFGA
1167
Cambridge Financial Group (Arizona)
Arizona
$1.48M – – –
BOH
1168
Bank of Hawaii
Hawaii
$1.47M -$104K -388 -7%
CA
1169
Crewe Advisors
Utah
$1.47M -$17.8K -66 -1%
ABWM
1170
Alpine Bank Wealth Management
Colorado
$1.46M +$1.46M +5,445 New
SCM
1171
Sirios Capital Management
Massachusetts
$1.46M +$4.84K +18 +0.3%
LGA
1172
Lebenthal Global Advisors
New York
$1.45M +$36.6K +136 +3%
SA
1173
Strategic Advisors
New York
$1.45M +$12.1K +45 +0.8%
AR
1174
Advisory Research
Illinois
$1.45M -$64.3K -239 -4%
LKIM
1175
Lawson Kroeker Investment Management
Nebraska
$1.44M -$33.9K -126 -2%
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