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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 %
KWA
1551
Kingswood Wealth Advisors
California
$686K -$96.4K -358 -12%
SIM
1552
Sentry Investment Management
Wisconsin
$685K -$205K -874 -23%
RAM
1553
Readystate Asset Management
Illinois
$681K +$681K +2,531 New
SLG
1554
Stanley-Laman Group
Pennsylvania
$680K +$126K +470 +23%
BWA
1555
Burt Wealth Advisors
Maryland
$678K – – –
KIM
1556
Kane Investment Management
California
$677K -$64.3K -239 -9%
MWA
1557
Meridian Wealth Advisors
Texas
$675K – – –
PVM
1558
Palogic Value Management
Texas
$674K – – –
FFA
1559
Florida Financial Advisors
Florida
$672K +$340K +1,266 +103%
SCM
1560
Sage Capital Management
New Jersey
$671K – – –
KP
1561
Keel Point
Alabama
$669K +$85.8K +319 +15%
MWA
1562
Moser Wealth Advisors
Washington
$668K +$42.2K +157 +7%
DIP
1563
DT Investment Partners
Pennsylvania
$666K – – –
CAM
1564
Cidel Asset Management
Ontario, Canada
$665K -$39.6K -147 -6%
SS
1565
Sunbelt Securities
Texas
$664K -$8.61K -32 -1%
OF
1566
Outfitter Financial
Maine
$662K -$30.9K -115 -4%
BCB
1567
Brian C. Broderick
$661K +$661K +2,457 New
DE
1568
Diversified Enterprises
Delaware
$660K +$139K +516 +27%
AA
1569
Auxano Advisors
Washington
$660K -$8.07K -30 -1%
NFSG
1570
Newbridge Financial Services Group
Florida
$659K -$95.5K -355 -13%
AAP
1571
Arax Advisory Partners
Colorado
$659K -$109K -404 -14%
OWA
1572
Opal Wealth Advisors
New York
$657K +$80.7K +300 +14%
WA
1573
Waddell & Associates
Tennessee
$655K – – –
WIA
1574
Westbourne Investment Advisors
Maryland
$655K +$9.42K +35 +1%
HIP
1575
HUB Investment Partners
Texas
$650K -$22.3K -83 -3%
61 62
63
64 65