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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 %
JWBC
1526
John W. Bristol & Co
New York
$722K -$45.5K -169 -6%
PFA
1527
Pure Financial Advisors
California
$720K +$166K +616 +30%
CM
1528
Castleark Management
Illinois
$720K – – –
MSFS
1529
Main Street Financial Solutions
Pennsylvania
$719K +$426K +1,584 +145%
TW
1530
TritonPoint Wealth
Maryland
$718K -$3.77K -14 -0.5%
MM
1531
MQS Management
New York
$714K +$714K +2,652 New
SAM
1532
Strive Asset Management
Ohio
$713K +$5.11K +19 +0.7%
RFG
1533
RFP Financial Group
Georgia
$712K -$2.96K -11 -0.4%
MA
1534
MCF Advisors
Kentucky
$710K -$23.1K -86 -3%
HIM
1535
Hillsdale Investment Management
Ontario, Canada
$710K +$648K +2,410 +1,048%
MCC
1536
Money Concepts Capital
Florida
$710K +$46.8K +174 +7%
MIP
1537
Marietta Investment Partners
Wisconsin
$702K -$4.04K -15 -0.6%
CAM
1538
Creekmur Asset Management
Illinois
$702K +$616K +2,291 +723%
UIM
1539
Unified Investment Management
Georgia
$700K -$104K -386 -13%
PTB
1540
Pioneer Trust Bank
Oregon
$700K – – –
DSC
1541
Duncker Streett & Co
Missouri
$700K – – –
TLCM
1542
Twin Lakes Capital Management
California
$697K -$37.9K -141 -5%
CBT
1543
Central Bank & Trust
Kentucky
$697K +$269K +1,000 +63%
CFP
1544
Catalyst Financial Partners
Massachusetts
$695K +$15.3K +57 +2%
CA
1545
Claro Advisors
Massachusetts
$694K +$130K +485 +23%
CAM
1546
Covenant Asset Management
New Jersey
$692K +$83.9K +312 +14%
PCG
1547
PFC Capital Group
California
$689K -$37.1K -138 -5%
SCA
1548
Sippican Capital Advisors
Massachusetts
$688K – – –
AI
1549
Arvest Investments
Arkansas
$687K +$687K +2,555 New
NP
1550
Nilsine Partners
Colorado
$687K -$47.4K -176 -6%
60 61
62
63 64