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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 %
KAM
1401
Knightsbridge Asset Management
California
$906K +$92.8K +345 +11%
MSWM
1402
McGlone Suttner Wealth Management
Wisconsin
$901K +$34.4K +128 +4%
TYCC
1403
Texas Yale Capital Corp
Florida
$901K – – –
VF
1404
Virtu Financial
New York
$897K +$897K +3,333 New
BB
1405
Bell Bank
North Dakota
$897K – – –
GVAG
1406
Great Valley Advisor Group
Delaware
$896K +$79.1K +294 +10%
FFA
1407
First Foundation Advisors
California
$894K -$1.88K -7 -0.2%
WP
1408
Westmount Partners
California
$894K +$126K +470 +16%
ACGA
1409
Atlanta Consulting Group Advisors
Georgia
$893K – – –
SIC
1410
Sigma Investment Counselors
Michigan
$889K – – –
SWM
1411
Sendero Wealth Management
Texas
$888K -$52.5K -195 -6%
RIA
1412
Richwood Investment Advisors
Ohio
$885K -$29.6K -110 -3%
HCM
1413
Howard Capital Management
Georgia
$885K -$126K -468 -12%
SIM
1414
Seaview Investment Managers
Florida
$884K +$884K +3,286 New
AIM
1415
Aspen Investment Management
Michigan
$884K -$8.07K -30 -0.9%
KFS
1416
Kurt F. Somerville
$884K +$9.42K +35 +1%
BF
1417
Brucke Financial
Indiana
$883K +$55.1K +207 +7%
MFA
1418
Mayflower Financial Advisors
Massachusetts
$881K -$33.4K -124 -4%
PHS
1419
Pekin Hardy Strauss
Illinois
$880K +$6.73K +25 +0.8%
CA
1420
Capital Advantage
California
$880K – – –
ACM
1421
Aljian Capital Management
Nevada
$880K +$1.35K +5 +0.2%
GKWIM
1422
Gerber Kawasaki Wealth & Investment Management
California
$880K +$37.4K +139 +4%
CCA
1423
Cadent Capital Advisors
Oklahoma
$879K +$129K +479 +17%
CA
1424
Continuum Advisory
Idaho
$878K +$43.3K +161 +5%
CTC
1425
Cetera Trust Company
Minnesota
$877K – – –
55 56
57
58 59