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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 %
SRC
1451
Shufro Rose & Co
New York
$824K – – –
HIM
1452
Harbour Investment Management
Washington
$821K – – –
GTAM
1453
Global Trust Asset Management
Florida
$820K -$137K -509 -14%
SWM
1454
Scissortail Wealth Management
Oklahoma
$817K +$5.38K +20 +0.7%
PCM
1455
Prelude Capital Management
New York
$816K +$306K +1,138 +60%
SB
1456
Strategic Blueprint
Georgia
$813K +$23.1K +86 +3%
SA
1457
Strategic Advocates
Utah
$813K +$326K +1,213 +67%
HC
1458
Hendley & Co
Ohio
$811K +$17.5K +65 +2%
LFA
1459
Legacy Financial Advisors
Kentucky
$810K -$19.4K -72 -2%
EAM
1460
Empirical Asset Management
Massachusetts
$810K -$4.03M -14,973 -83%
LA
1461
LVW Advisors
New York
$809K -$69.4K -258 -8%
LW
1462
Linscomb Wealth
Texas
$808K – – –
LWMM
1463
Legacy Wealth Management (Mississippi)
Mississippi
$807K – – –
FWM
1464
FFT Wealth Management
Pennsylvania
$807K +$807K +3,000 New
EB
1465
Exchange Bank
California
$804K -$23.4K -87 -3%
PFA
1466
Pathway Financial Advisers
Indiana
$801K +$98.5K +366 +14%
HA
1467
Herold Advisors
New York
$799K +$268K +997 +51%
PFS
1468
Physicians Financial Services
North Carolina
$798K +$174K +645 +28%
TF
1469
Tompkins Financial
New York
$797K – – –
OWA
1470
Outlook Wealth Advisors
Texas
$797K -$7.8K -29 -1%
SA
1471
SRN Advisors
Pennsylvania
$794K -$361K -1,340 -31%
CB
1472
Centennial Bank
Arkansas
$789K – – –
AWM
1473
Accurate Wealth Management
Florida
$787K +$153K +609 +24%
FFL
1474
Future Fund LLC
Illinois
$786K +$786K +2,921 New
BST
1475
Bath Savings Trust
Maine
$785K +$14K +52 +2%
57 58
59
60 61