AXP icon

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 %
FAFN
1301
First Affirmative Financial Network
Colorado
$1.14M +$61.6K +229 +6%
MSAM
1302
Moloney Securities Asset Management
Missouri
$1.14M -$81.3K -302 -7%
LFG
1303
Larson Financial Group
Missouri
$1.14M +$246K +914 +28%
MW
1304
Marcum Wealth
Ohio
$1.14M +$46.5K +173 +4%
IA
1305
IFG Advisors
Missouri
$1.14M -$20.4K -76 -2%
LWM
1306
Lyell Wealth Management
California
$1.13M -$26.9K -100 -2%
I
1307
InvesTrust
Oklahoma
$1.13M – – –
EWA
1308
EverSource Wealth Advisors
Alabama
$1.12M +$163K +605 +17%
PSFG
1309
Prairie Sky Financial Group
Illinois
$1.12M -$4.04K -15 -0.4%
MYIA
1310
Mount Yale Investment Advisors
Colorado
$1.12M -$126K -469 -10%
ANB
1311
Amarillo National Bank
Texas
$1.12M – – –
CAMG
1312
CWA Asset Management Group
Florida
$1.12M +$15.1K +56 +1%
JPWM
1313
Jamison Private Wealth Management
Georgia
$1.12M +$1.61K +6 +0.1%
UAS
1314
United Asset Strategies
New York
$1.11M -$44.9K -167 -4%
BDFN
1315
Bond & Devick Financial Network
Minnesota
$1.11M -$67.3K -250 -6%
LS
1316
Livforsakringsbolaget Skandia
Sweden
$1.11M -$108K -400 -9%
MAM
1317
Morse Asset Management
Connecticut
$1.1M +$17.5K +65 +2%
GIM
1318
Guardian Investment Management
California
$1.1M -$67.3K -250 -6%
IIM
1319
Ipswich Investment Management
Massachusetts
$1.1M +$20.2K +75 +2%
EIM
1320
Essex Investment Management
Massachusetts
$1.1M +$1.88K +7 +0.2%
SB
1321
Sunflower Bank
Texas
$1.09M +$1.61K +6 +0.1%
LCM
1322
Lazari Capital Management
California
$1.09M +$122K +452 +13%
MWM
1323
Meridian Wealth Management
Kentucky
$1.09M +$39K +145 +4%
EFS
1324
Essex Financial Services
Connecticut
$1.09M +$2.15K +8 +0.2%
PA
1325
Promethium Advisors
Maryland
$1.09M -$44.4K -165 -4%
51 52
53
54 55