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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 %
BWM
1251
BigSur Wealth Management
Florida
$1.25M +$14K +52 +1%
MFG
1252
Magnus Financial Group
New York
$1.25M +$68.1K +253 +6%
PK
1253
Pflug Koory
Nebraska
$1.25M – – –
TWA
1254
TCI Wealth Advisors
Arizona
$1.25M +$807 +3 +0.1%
AL
1255
Aspiriant LLC
California
$1.25M -$146K -543 -10%
PIM
1256
Profit Investment Management
Maryland
$1.24M -$141K -523 -10%
WSC
1257
Wellington Shields & Co
New York
$1.24M +$107K +396 +9%
PL
1258
Plancorp LLC
Missouri
$1.24M +$211K +785 +20%
TPI
1259
Trust Point Inc
Wisconsin
$1.24M -$254K -943 -17%
BCM
1260
Barden Capital Management
Texas
$1.24M -$6.73K -25 -0.5%
SI
1261
Saxon Interests
Texas
$1.24M -$251K -934 -17%
SL
1262
Sentry LLC
Tennessee
$1.24M – – –
ACM
1263
Advisors Capital Management
New Jersey
$1.23M -$3.23K -12 -0.3%
TPWM
1264
Twelve Points Wealth Management
Massachusetts
$1.23M +$2.96K +11 +0.2%
AFG
1265
Allegheny Financial Group
Pennsylvania
$1.23M -$14.8K -55 -1%
TCM
1266
Tufton Capital Management
Maryland
$1.23M +$538 +2 +0%
LWL
1267
Leo Wealth LLC
Texas
$1.23M -$350K -1,301 -22%
EPIM
1268
Evelyn Partners Investment Management
$1.21M +$1.21M +470 New
ANBT
1269
American National Bank & Trust
Texas
$1.21M +$21.3K +79 +2%
GITFIT
1270
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.21M +$161K +600 +15%
Marshall Wace
1271
Marshall Wace
United Kingdom
$1.21M +$1.21M +4,500 New
LRPA
1272
L. Roy Papp & Associates
Arizona
$1.21M – – –
FCAS
1273
First Command Advisory Services
Texas
$1.21M -$25.8K -96 -2%
VIA
1274
Virtus Investment Advisers
Connecticut
$1.21M +$1.21M +4,481 New
Twin Tree Management
1275
Twin Tree Management
Texas
$1.2M -$4.3M -15,995 -78%
49 50
51
52 53