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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 %
AIM
1601
Athena Investment Management
California
$633K -$49.2K -183 -7%
WFA
1602
WMG Financial Advisors
Tennessee
$633K – – –
TAM
1603
Trillium Asset Management
Massachusetts
$632K -$26.9K -100 -4%
OWA
1604
One Wealth Advisors
California
$630K +$286K +1,062 +83%
BCG
1605
Breakwater Capital Group
New Jersey
$629K -$8.88K -33 -1%
MFT
1606
Moisand Fitzgerald Tamayo
Florida
$629K – – –
UB
1607
Umpqua Bank
Oregon
$624K +$9.42K +35 +2%
PHAM
1608
Palisades Hudson Asset Management
Florida
$623K -$109K -406 -15%
EI
1609
Ecofi Investissements
France
$621K – – –
MBTD
1610
Mechanics Bank - Trust Department
California
$620K – – –
SLA
1611
Silver Lake Advisory
Utah
$616K +$807 +3 +0.1%
AWM
1612
Arista Wealth Management
Nevada
$615K +$3.23K +12 +0.5%
CHAM
1613
Clear Harbor Asset Management
Connecticut
$614K +$21.3K +79 +4%
HBW
1614
Hazlett, Burt & Watson
West Virginia
$612K +$20.4K +76 +3%
AWM
1615
Angeles Wealth Management
California
$612K +$62.7K +233 +11%
RCA
1616
Roberts Capital Advisors
Colorado
$609K +$609K +2,263 New
ATFA
1617
All Terrain Financial Advisors
Minnesota
$608K – – –
TSMHT
1618
Thurston Springer Miller Herd & Titak
Indiana
$607K +$135K +500 +28%
BHIA
1619
Birch Hill Investment Advisors
Massachusetts
$605K – – –
FMLI
1620
Fukoku Mutual Life Insurance
Japan
$604K – – –
TCA
1621
Transcend Capital Advisors
New Jersey
$603K +$103K +382 +21%
LC
1622
Lavaca Capital
Texas
$602K +$807 +3 +0.1%
SEIA
1623
Signature Estate & Investment Advisors
California
$601K +$20.5K +76 +4%
SMA
1624
Seven Mile Advisory
New Jersey
$600K -$3.5K -13 -0.6%
CD
1625
Chapin Davis
Maryland
$600K +$538 +2 +0.1%
63 64
65
66 67