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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 %
PC
1201
Pecaut & Co
Iowa
$1.38M -$13.5K -50 -1%
CGL
1202
Clarius Group LLC
Washington
$1.37M +$517K +1,922 +60%
FP
1203
Factorial Partners
New York
$1.37M -$26.9K -100 -2%
PP
1204
Patten & Patten
Tennessee
$1.37M -$5.11K -19 -0.4%
WA
1205
WealthTrust Axiom
Pennsylvania
$1.37M – – –
BI
1206
Bradyco Inc
Massachusetts
$1.37M – – –
CPG
1207
Cornerstone Planning Group
New Jersey
$1.36M +$10.4K +40 +0.8%
SAW
1208
Signal Advisors Wealth
Michigan
$1.35M -$50.6K -188 -4%
HIA
1209
Harbor Investment Advisory
Maryland
$1.35M -$10.8K -40 -0.8%
GW
1210
Griffith & Werner
Georgia
$1.35M +$164K +610 +14%
PA
1211
PFG Advisors
Arizona
$1.35M -$9.42K -35 -0.7%
CIC
1212
Carnegie Investment Counsel
Ohio
$1.35M +$803K +3,148 +147%
SOAMC
1213
Spirit of America Management Corp
New York
$1.35M – – –
AI
1214
AXS Investments
New York
$1.34M -$42.8K -159 -3%
CAM
1215
Cozad Asset Management
Illinois
$1.34M +$332K +1,233 +33%
GC
1216
Garde Capital
Washington
$1.34M – – –
FIBT
1217
First International Bank & Trust
North Dakota
$1.34M +$294K +1,091 +28%
KLCM
1218
KG&L Capital Management
Louisiana
$1.33M +$1.06M +3,947 +390%
WB
1219
WesBanco Bank
West Virginia
$1.33M +$18.8K +70 +1%
MWM
1220
Modern Wealth Management
Kansas
$1.32M +$9.42K +35 +0.7%
LCS
1221
Levin Capital Strategies
New York
$1.32M +$269 +1 +0%
WBC
1222
Westpac Banking Corp
Australia
$1.32M -$318K -1,183 -19%
OFS
1223
Orrstown Financial Services
Pennsylvania
$1.32M -$68.9K -256 -5%
BIAS
1224
Beacon Investment Advisory Services
New Jersey
$1.32M +$66.7K +248 +5%
WA
1225
Wealth Alliance
New York
$1.31M -$16.9K -63 -1%
47 48
49
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