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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 %
LWM
1501
LongView Wealth Management
Georgia
$752K -$60.8K -226 -7%
V
1502
VeraBank
Texas
$751K -$20.2K -75 -3%
SIA
1503
SkyView Investment Advisors
New Jersey
$750K +$58.4K +217 +8%
HGA
1504
Hobbs Group Advisors
South Carolina
$748K -$22.1K -82 -3%
BHB
1505
Bank Hapoalim BM
Israel
$747K – – –
FFS
1506
Founders Financial Securities
Maryland
$743K +$198K +748 +36%
FFA
1507
Founders Financial Alliance
North Carolina
$742K +$23.4K +87 +3%
USB
1508
Union Savings Bank
Connecticut
$741K – – –
GLLW
1509
Graves Light Lenhart Wealth
Virginia
$740K +$18.3K +68 +3%
OFO
1510
OneAscent Family Office
Alabama
$740K +$331K +1,231 +81%
ITIM
1511
Indiana Trust & Investment Management
Indiana
$739K -$4.57K -17 -0.6%
AA
1512
Alta Advisers
United Kingdom
$738K +$242K +900 +49%
PWPS
1513
Pinnacle Wealth Planning Services
Ohio
$737K -$19.4K -72 -3%
APWA
1514
Atlas Private Wealth Advisors
New Jersey
$737K +$20.2K +75 +3%
TSWM
1515
Triangle Securities Wealth Management
North Carolina
$736K +$13.5K +50 +2%
MFG
1516
Midwest Financial Group
Kansas
$735K +$2.69K +10 +0.4%
BAM
1517
Blueshift Asset Management
New Jersey
$734K +$439K +1,631 +149%
CFG
1518
Cooper Financial Group
California
$731K +$93.4K +347 +15%
AFC
1519
AFT Forsyth & Company
Florida
$728K – – –
HAIM
1520
Hunter Associates Investment Management
Pennsylvania
$728K – – –
AFP
1521
Ausdal Financial Partners
Iowa
$726K +$404K +1,500 +125%
PWA
1522
Provenance Wealth Advisors
Florida
$725K -$156K -579 -18%
CTWM
1523
Cherry Tree Wealth Management
Minnesota
$724K +$14.3K +53 +2%
BDA
1524
Borer Denton & Associates
Pennsylvania
$723K -$13.5K -50 -2%
AF
1525
Arrow Financial
New York
$722K -$4.04K -15 -0.6%
59 60
61
62 63