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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 %
FC
1351
Farringdon Capital
United Kingdom
$1.03M +$1.03M +3,844 New
MIM
1352
MTM Investment Management
South Carolina
$1.03M – – –
CA
1353
Centerpoint Advisors
Massachusetts
$1.03M -$2.69K -10 -0.3%
BMC
1354
Benin Management Corp
Connecticut
$1.03M -$82.9K -308 -7%
CT
1355
Colonial Trust
South Carolina
$1.03M -$9.42K -35 -0.9%
MWA
1356
Midland Wealth Advisors
Illinois
$1.02M – – –
WCM
1357
Winebrenner Capital Management
Kentucky
$1.02M -$64K -238 -6%
FWTB
1358
First Western Trust Bank
Colorado
$1.02M -$9.15K -34 -0.9%
SMH
1359
Sanders Morris Harris
Texas
$1.01M -$43.5K -161 -4%
BB
1360
Burford Brothers
Texas
$1M +$29.3K +109 +3%
VCP
1361
Verus Capital Partners
Arizona
$1M -$210K -782 -17%
MME
1362
Meag Munich Ergo
Germany
$1M +$728K +2,704 +267%
GWA
1363
Gratus Wealth Advisors
Virginia
$999K +$1.35K +5 +0.1%
ARA
1364
Alexander Randolph Advisory
Virginia
$999K -$7.53K -28 -0.7%
SCM
1365
SKBA Capital Management
California
$997K +$607K +2,257 +156%
GCP
1366
GSA Capital Partners
United Kingdom
$995K +$725K +2,694 +268%
BAM
1367
Belpointe Asset Management
Nevada
$995K -$1.27M -4,715 -56%
AAS
1368
Ameritas Advisory Services
Nebraska
$989K -$724K -2,562 -42%
TCM
1369
Tang Capital Management
California
$986K -$35.8K -133 -4%
PGCM
1370
Prescott Group Capital Management
Oklahoma
$985K – – –
Kayne Anderson Rudnick Investment Management
1371
Kayne Anderson Rudnick Investment Management
California
$985K +$384K +1,428 +64%
AWM
1372
Axxcess Wealth Management
California
$984K -$688K -2,556 -41%
GS
1373
GTS Securities
New York
$982K +$280K +1,040 +40%
SAM
1374
Strategy Asset Managers
California
$980K +$534K +1,984 +120%
SW
1375
SteelPeak Wealth
California
$979K +$4.04K +15 +0.4%
53 54
55
56 57