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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 %
RRA
1576
Round Rock Advisors
Connecticut
$649K +$196K +729 +43%
LIA
1577
LS Investment Advisors
Michigan
$647K – – –
CRC
1578
Curi RMB Capital
Illinois
$647K +$196K +727 +43%
DIM
1579
Delta Investment Management
California
$647K +$77.8K +289 +14%
PAM
1580
Paradigm Asset Management
New York
$646K – – –
CIM
1581
Confluence Investment Management
Missouri
$646K – – –
ACM
1582
AUA Capital Management
Pennsylvania
$646K – – –
MEG
1583
Millstone Evans Group
Colorado
$642K -$20.2K -75 -3%
MFA
1584
Millington Financial Advisors
Illinois
$642K – – –
AWM
1585
Aviso Wealth Management
Washington
$642K +$47.9K +178 +8%
HT
1586
Headlands Technologies
Illinois
$641K +$641K +2,384 New
CWM
1587
Consultiva Wealth Management
Puerto Rico
$641K +$609K +2,262 +1,885%
QWP
1588
Quotient Wealth Partners
Texas
$640K +$4.31K +16 +0.7%
DDPIC
1589
Deroy & Devereaux Private Investment Counsel
Michigan
$640K – – –
WCG
1590
Weaver Consulting Group
California
$640K – – –
MAM
1591
MWA Asset Management
Massachusetts
$640K -$11K -41 -2%
MSA
1592
Marino Stram & Associates
Massachusetts
$639K – – –
CCA
1593
Childress Capital Advisors
Texas
$639K -$17K -63 -3%
MMG
1594
Monetary Management Group
Missouri
$639K – – –
GAA
1595
Global Assets Advisory
Florida
$638K +$638K +2,531 New
TIA
1596
Traphagen Investment Advisors
New Jersey
$637K -$62.7K -233 -9%
KCPG
1597
Kavar Capital Partners Group
Kansas
$635K -$148K -550 -19%
QFA
1598
Quantum Financial Advisors
California
$634K – – –
SCA
1599
Stonebridge Capital Advisors
Minnesota
$634K -$32.8K -122 -5%
RCG
1600
Regatta Capital Group
California
$634K – – –
62 63
64
65 66