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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 %
APC
1226
Aspire Private Capital
North Carolina
$1.31M +$57.6K +214 +5%
GH
1227
GAM Holding
Switzerland
$1.31M +$1.31M +4,862 New
GCWM
1228
Guided Capital Wealth Management
Texas
$1.31M +$641K +2,383 +96%
WC
1229
Woodstock Corp
Massachusetts
$1.31M -$97.4K -362 -7%
BIG
1230
Brooklyn Investment Group
New York
$1.3M +$338K +1,255 +35%
SB
1231
Simmons Bank
Arkansas
$1.3M -$162K -603 -11%
BAM
1232
Beaumont Asset Management
Texas
$1.3M +$3.5K +13 +0.3%
SFA
1233
Souders Financial Advisors
Ohio
$1.3M +$198K +736 +18%
GWP
1234
Gen-Wealth Partners
Michigan
$1.29M +$77.2K +287 +6%
DAS
1235
Diversify Advisory Services
Utah
$1.29M +$165K +617 +15%
PCH
1236
PGIM Custom Harvest
New Jersey
$1.29M +$504K +1,874 +64%
A
1237
Argentarii
Ohio
$1.29M +$22.6K +84 +2%
LCM
1238
Leisure Capital Management
California
$1.28M -$8.34K -31 -0.6%
IP
1239
Ignite Planners
California
$1.28M +$38.1K +142 +3%
BAM
1240
Boyar Asset Management
New York
$1.28M -$7.27K -27 -0.6%
CFG
1241
Carr Financial Group
Massachusetts
$1.28M -$82.3K -306 -6%
MWA
1242
Muirfield Wealth Advisors
North Carolina
$1.28M +$2.69K +10 +0.2%
FCP
1243
Fidelis Capital Partners
Florida
$1.28M -$215K -811 -14%
SIA
1244
Strategic Investment Advisors
Michigan
$1.28M -$95.8K -356 -7%
KIM
1245
Kestra Investment Management
Texas
$1.28M -$297K -1,104 -19%
MDA
1246
Minot DeBlois Advisors
Massachusetts
$1.27M -$42.2K -157 -3%
MAM
1247
Mystic Asset Management
Rhode Island
$1.27M +$292K +1,085 +30%
WT
1248
Washington Trust
Rhode Island
$1.26M -$82.9K -308 -6%
NSIM
1249
North Star Investment Management
Illinois
$1.26M – – –
PPWP
1250
Premier Path Wealth Partners
New Jersey
$1.26M +$34.4K +128 +3%
48 49
50
51 52