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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 %
AC
1651
Addison Capital
Pennsylvania
$577K – – –
CCG
1652
Cypress Capital Group
Florida
$575K +$22.9K +85 +4%
EFSCE
1653
Enterprise Financial Services Corp (EFSC)
Missouri
$574K -$4.04K -15 -0.7%
HCM
1654
Howland Capital Management
Massachusetts
$572K -$1.88K -7 -0.3%
CA
1655
Crumly & Associates
Illinois
$571K -$23.7K -88 -4%
HFW
1656
Horizon Family Wealth
Illinois
$571K +$571K +2,121 New
MA
1657
MONECO Advisors
Connecticut
$570K +$11.3K +42 +2%
SIA
1658
Schear Investment Advisers
Ohio
$570K +$359K +1,334 +170%
HWM
1659
Horizon Wealth Management
Illinois
$570K +$11.8K +44 +2%
PWP
1660
Precedent Wealth Partners
Texas
$570K +$14.3K +53 +3%
PJWM
1661
Philip James Wealth Mangement
Georgia
$569K +$1.08K +4 +0.2%
VAG
1662
VisionPoint Advisory Group
Texas
$568K +$45.7K +170 +9%
MCM
1663
Mattern Capital Management
Colorado
$567K +$56K +208 +11%
MIM
1664
Macroview Investment Management
Maryland
$565K – – –
WA
1665
Wealth Architects
California
$564K -$10.5K -39 -2%
WPC
1666
Waters Parkerson & Co
Louisiana
$564K – – –
CAI
1667
Capital Advisors Inc
Oklahoma
$561K +$17.5K +65 +3%
SHGA
1668
Sand Hill Global Advisors
California
$560K -$3.5K -13 -0.6%
LA
1669
LM Advisors
California
$560K +$5.92K +22 +1%
CNB
1670
Camden National Bank
Maine
$559K +$44.9K +167 +9%
PIA
1671
Perennial Investment Advisors
California
$559K +$26.6K +99 +5%
KWS
1672
Keystone Wealth Services
California
$559K -$108K -400 -16%
AWM
1673
Aberdeen Wealth Management
Illinois
$559K – – –
HWA
1674
HCR Wealth Advisors
California
$558K -$1.08K -4 -0.2%
FFM
1675
Fullerton Fund Management
Singapore
$558K -$302K -1,123 -35%
65 66
67
68 69