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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 %
HFM
1426
Hartford Financial Management
Connecticut
$877K – – –
BG
1427
Bahl & Gaynor
Ohio
$877K +$474K +1,760 +117%
SAI
1428
Savvy Advisors Inc
New York
$876K +$242K +899 +38%
UCB
1429
United Community Bank
South Carolina
$875K +$13.2K +49 +2%
VV
1430
Verity & Verity
South Carolina
$872K -$33.9K -126 -4%
IAIM
1431
International Assets Investment Management
Florida
$871K +$7K +26 +0.8%
EW
1432
Elyxium Wealth
California
$871K +$871K +3,238 New
PWG
1433
Portside Wealth Group
Utah
$868K +$67.5K +251 +8%
LJAC
1434
L.J. Altfest & Co
New York
$866K – – –
PP
1435
PDS Planning
Ohio
$865K +$67.3K +250 +8%
CHP
1436
Cable Hill Partners
Oregon
$865K -$105K -393 -11%
RMCM
1437
Reynders McVeigh Capital Management
Massachusetts
$865K +$49.8K +185 +6%
SWIG
1438
Strategic Wealth Investment Group
Kentucky
$863K -$10.4M -38,595 -92%
SWM
1439
SeaCrest Wealth Management
New York
$862K -$22.6K -84 -3%
MAA
1440
Matrix Asset Advisors
New York
$857K – – –
UAML
1441
US Asset Management LLC
Pennsylvania
$856K -$4.57K -17 -0.5%
SQA
1442
Simon Quick Advisors
New Jersey
$854K +$39.6K +147 +5%
EFG
1443
Embree Financial Group
Illinois
$852K +$34.7K +129 +4%
CG
1444
CFO4Life Group
Texas
$847K -$70.2K -261 -8%
CWG
1445
Cornerstone Wealth Group
North Carolina
$844K -$72.4K -269 -8%
CYG
1446
Clean Yield Group
Vermont
$833K – – –
TWM
1447
Tradition Wealth Management
Minnesota
$832K +$6.19K +23 +0.7%
BPCE
1448
Bank Pictet & Cie (Europe)
Germany
$831K +$123K +457 +17%
CG
1449
Curat Global
New Hampshire
$827K +$827K +3,075 New
WCM
1450
Weaver Capital Management
Georgia
$827K +$9.15K +34 +1%
56 57
58
59 60