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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 %
WAC
1176
William Allan Corp
Colorado
$1.43M -$2.47M -9,192 -63%
LA
1177
Legacy Advisors
Pennsylvania
$1.43M +$47.9K +178 +3%
LNB
1178
Ledyard National Bank
$1.43M -$55.2K -205 -4%
USGIU
1179
U.S. Global Investors (USGI)
Texas
$1.43M +$217K +805 +18%
SFO
1180
Stokes Family Office
Louisiana
$1.43M -$807K -3,000 -36%
MFG
1181
Monte Financial Group
Connecticut
$1.42M -$3.77K -15 -0.3%
AIP
1182
Ameritas Investment Partners
Nebraska
$1.42M -$36.1K -134 -2%
PPWM
1183
Paragon Private Wealth Management
Kentucky
$1.42M -$6.73K -25 -0.5%
ST
1184
Spinnaker Trust
Maine
$1.42M -$5.38K -20 -0.4%
LWCFA
1185
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.41M -$197K -756 -12%
RAM
1186
Ramirez Asset Management
New York
$1.4M -$3.23K -12 -0.2%
SAM
1187
S.A. Mason
Michigan
$1.4M – – –
SC
1188
Sapient Capital
Indiana
$1.4M -$12.4K -46 -0.9%
NG
1189
Norden Group
Utah
$1.4M -$32.8K -122 -2%
VRM
1190
Vectors Research Management
New York
$1.4M – – –
BAAM
1191
Baker Avenue Asset Management
California
$1.4M +$13.2K +49 +1%
SWA
1192
Stratos Wealth Advisors
Ohio
$1.39M -$126K -470 -8%
DM
1193
Delphi Management
Massachusetts
$1.39M -$145K -537 -9%
MIA
1194
MeadowBrook Investment Advisors
Michigan
$1.39M -$13.5K -50 -1%
FFN
1195
Focus Financial Network
Minnesota
$1.39M -$191K -710 -12%
FDS
1196
First Dallas Securities
Texas
$1.39M -$67.3K -250 -5%
AFG
1197
Atomi Financial Group
New York
$1.39M -$76.4K -284 -5%
CPIG
1198
Chicago Partners Investment Group
Illinois
$1.38M +$93.9K +340 +7%
WCM
1199
Weik Capital Management
Pennsylvania
$1.38M -$168K -625 -11%
SFS
1200
Solitude Financial Services
Virginia
$1.38M +$304K +1,130 +28%
46 47
48
49 50