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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 %
CWM
1376
Cornerstone Wealth Management
Missouri
$974K -$2.15K -8 -0.2%
1WA
1377
180 Wealth Advisors
Washington
$969K +$57.8K +215 +6%
SC
1378
Saybrook Capital
North Carolina
$969K – – –
PTC
1379
Philadelphia Trust Company
Pennsylvania
$967K – – –
OAM
1380
Oak Asset Management
California
$963K – – –
QC
1381
Quent Capital
New York
$962K -$34.7K -129 -3%
PEA
1382
Park Edge Advisors
Ohio
$962K +$665K +2,472 +224%
WA
1383
WBH Advisory
Maryland
$960K -$85.3K -317 -8%
NWA
1384
Navis Wealth Advisors
New York
$955K +$751K +2,791 +369%
MA
1385
MJP Associates
Connecticut
$954K +$109K +404 +13%
IC
1386
Iconiq Capital
California
$954K +$148K +550 +18%
PTP
1387
Platform Technology Partners
New York
$942K +$4.57K +17 +0.5%
EFL
1388
ERn Financial LLC
Wisconsin
$941K – – –
HBT
1389
Hills Bank & Trust
Iowa
$938K -$9.96K -37 -1%
ZIG
1390
Zullo Investment Group
Pennsylvania
$935K +$20.7K +77 +2%
AF
1391
Alerus Financial
North Dakota
$934K – – –
KA
1392
Kovack Advisors
Florida
$933K +$29.3K +109 +3%
PCP
1393
Proficio Capital Partners
Massachusetts
$925K +$7.8K +29 +0.9%
LC
1394
Lindbrook Capital
California
$922K -$62.7K -233 -6%
DWM
1395
Defined Wealth Management
Oregon
$921K +$2.96K +11 +0.3%
MFG
1396
MidWestOne Financial Group
Iowa
$919K -$3.77K -14 -0.4%
RWM
1397
Revisor Wealth Management
Ohio
$919K +$919K +3,415 New
MFS
1398
Mattson Financial Services
Michigan
$914K -$65.4K -243 -7%
WGC
1399
Watts Gwilliam & Co
Arizona
$911K -$3.5K -13 -0.4%
CCM
1400
Conway Capital Management
California
$908K +$626K +2,325 +221%
54 55
56
57 58