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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 %
PWM
1276
Proathlete Wealth Management
Florida
$1.19M +$13.5K +50 +1%
BFC
1277
Bedel Financial Consulting
Indiana
$1.19M +$826 +3 +0.1%
Koshinski Asset Management
1278
Koshinski Asset Management
Illinois
$1.19M +$11.8K +44 +1%
SAIG
1279
Semper Augustus Investments Group
Colorado
$1.19M – – –
SRC
1280
Sage Rhino Capital
California
$1.19M +$19.9K +74 +2%
WAP
1281
Wealthcare Advisory Partners
Pennsylvania
$1.19M -$139K -515 -10%
OC
1282
Oakworth Capital
Alabama
$1.19M – – –
JWCA
1283
J.W. Coons Advisors
Ohio
$1.19M -$51.1K -190 -4%
RMC
1284
Resources Management Corp
Connecticut
$1.19M – – –
BL
1285
Balentine LLC
Georgia
$1.18M +$877K +3,259 +286%
WAM
1286
Wolverine Asset Management
Illinois
$1.18M +$860K +3,197 +266%
YIH
1287
Y-Intercept (HK)
Hong Kong
$1.18M +$1.18M +4,387 New
SAM
1288
Sompo Asset Management
Japan
$1.18M +$126K +470 +12%
SMA
1289
Sage Mountain Advisors
Georgia
$1.18M -$7K -26 -0.6%
SIC
1290
Salem Investment Counselors
North Carolina
$1.17M +$6.19K +23 +0.5%
AI
1291
Accredited Investors
Minnesota
$1.17M +$3.77K +14 +0.3%
RWS
1292
Resolute Wealth Strategies
Mississippi
$1.16M +$211K +784 +22%
MAA
1293
Mraz Amerine & Associates
California
$1.16M -$1.86K -7 -0.2%
FW
1294
FullCircle Wealth
Texas
$1.16M +$2.12K +8 +0.2%
AWA
1295
Aaron Wealth Advisors
Illinois
$1.16M +$24.2K +90 +2%
DA
1296
Doliver Advisors
Texas
$1.16M +$180K +668 +18%
SC
1297
Schulhoff & Co
Ohio
$1.16M – – –
AB
1298
Atlas Brown
Kentucky
$1.15M +$4.3K +16 +0.4%
WPW
1299
Warther Private Wealth
Ohio
$1.15M -$5.24M -19,480 -82%
EIM
1300
Ervin Investment Management
Washington
$1.15M – – –
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