AXP icon

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 %
CCM
1626
CAAS Capital Management
New York
$599K +$311K +1,157 +108%
VC
1627
Vicus Capital
Pennsylvania
$599K +$84.2K +313 +16%
TIA
1628
Tiemann Investment Advisors
California
$598K -$16.1K -60 -3%
TWP
1629
Tower Wealth Partners
Pennsylvania
$598K +$92.6K +344 +18%
CA
1630
Claris Advisors
Missouri
$597K +$269 +1 +0%
BHWM
1631
Bar Harbor Wealth Management
New Hampshire
$593K -$14.3K -53 -2%
SIA
1632
Soltis Investment Advisors
Utah
$593K +$6.73K +25 +1%
SNBOSD
1633
Security National Bank of So Dak
Iowa
$592K +$26.9K +100 +5%
NWAG
1634
Net Worth Advisory Group
Utah
$590K +$590K +2,192 New
QPW
1635
Quantum Private Wealth
Florida
$589K -$13.5K -50 -2%
BFG
1636
Berger Financial Group
Minnesota
$588K +$20.7K +77 +4%
PWM
1637
Partnership Wealth Management
Maryland
$588K -$11K -41 -2%
GLA
1638
Good Life Advisors
Pennsylvania
$584K +$56K +208 +11%
RCM
1639
Raleigh Capital Management
North Carolina
$583K -$41.7K -155 -7%
PWA
1640
Phoenix Wealth Advisors
North Carolina
$583K +$6.19K +23 +1%
FCM
1641
Family Capital Management
Michigan
$583K +$144K +537 +33%
PCM
1642
Polymer Capital Management
New York
$582K +$218K +812 +60%
BSB
1643
Bangor Savings Bank
Maine
$582K +$269 +1 +0%
WWA
1644
Wisconsin Wealth Advisors
Wisconsin
$581K -$21.5K -80 -4%
PAI
1645
Pittenger & Anderson Inc
Nebraska
$581K -$94.2K -350 -14%
CCA
1646
Coign Capital Advisors
Utah
$579K -$4.84K -18 -0.8%
IA
1647
Integrity Alliance
Iowa
$579K +$579K +2,151 New
AIM
1648
Acropolis Investment Management
Missouri
$579K -$40.6K -151 -7%
ATC
1649
Adirondack Trust Company
New York
$578K +$7.8K +29 +1%
RMP
1650
Richards, Merrill & Peterson
Washington
$577K +$23.7K +88 +4%
64 65
66
67 68