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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 %
RWM
1326
Riverbend Wealth Management
South Carolina
$1.09M +$42.8K +159 +4%
BWP
1327
BSW Wealth Partners
Colorado
$1.08M +$47.9K +178 +5%
SW
1328
SMART Wealth
Nebraska
$1.08M +$1.08M +4,025 New
GL
1329
Graypoint LLC
New York
$1.08M -$33.6K -125 -3%
MP
1330
Moment Partners
California
$1.08M – – –
OCM
1331
Orleans Capital Management
Louisiana
$1.08M -$9.42K -35 -0.9%
UM
1332
Ulysses Management
New York
$1.08M – – –
EAM
1333
Evanson Asset Management
California
$1.07M – – –
EFG
1334
Everhart Financial Group
Ohio
$1.07M -$109K -406 -9%
EWM
1335
Evermay Wealth Management
Virginia
$1.07M -$15.6K -58 -1%
NLP
1336
Next Level Private
New York
$1.07M +$19.9K +74 +2%
FC
1337
Forte Capital
New York
$1.07M +$47.6K +177 +5%
GSWM
1338
Golden State Wealth Management
California
$1.06M +$7.8K +29 +0.7%
WCF
1339
West Coast Financial
California
$1.06M – – –
EI
1340
Ellevest Inc
New York
$1.06M -$31.2K -116 -3%
BMA
1341
Brooks Moore & Associates
Tennessee
$1.06M – – –
OW
1342
Olistico Wealth
Oklahoma
$1.05M +$25.3K +94 +2%
HDIM
1343
Hanson & Doremus Investment Management
Vermont
$1.05M +$239K +889 +29%
CANC
1344
Culbertson A N & Co
Virginia
$1.05M – – –
RIA
1345
Realta Investment Advisors
Delaware
$1.05M +$54.3K +202 +5%
BAM
1346
Byrne Asset Management
New Jersey
$1.05M -$1.32M -4,434 Closed
HIMS
1347
Hager Investment Management Services
New Hampshire
$1.05M +$294K +1,093 +39%
TWM
1348
Trueblood Wealth Management
Ohio
$1.05M +$142K +527 +16%
AIM
1349
Alhambra Investment Management
Florida
$1.04M -$37.4K -139 -3%
BIM
1350
Bridges Investment Management
Nebraska
$1.03M +$2.15K +8 +0.2%
52 53
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