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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 %
AWM
1676
Aries Wealth Management
Maine
$558K – – –
MAM
1677
McLean Asset Management
Virginia
$557K -$33.5K -145 -6%
CAGAS
1678
Capital Advisory Group Advisory Services
Minnesota
$556K +$73.2K +272 +15%
RCA
1679
Ranch Capital Advisors
Florida
$553K +$269 +1 +0%
BLC
1680
Brown, Lisle/Cummings
Rhode Island
$551K +$538 +2 +0.1%
EGM
1681
Engineers Gate Manager
New York
$550K +$550K +2,046 New
OLA
1682
Oliver Luxxe Assets
New Jersey
$549K -$9.4M -34,922 -94%
DRD
1683
Dennis R. Delaney
$549K +$549K +2,040 New
APA
1684
Astoria Portfolio Advisors
New York
$547K +$7.29K +28 +1%
WS
1685
Wela Strategies
Georgia
$547K +$22.9K +85 +4%
AF
1686
Atala Financial
California
$547K – – –
CCC
1687
Compass Capital Corp
Massachusetts
$546K +$196K +731 +56%
KAS
1688
KPP Advisory Services
Kentucky
$545K +$57.8K +215 +12%
KF
1689
KKM Financial
Illinois
$545K – – –
BFS
1690
BridgePort Financial Solutions
Iowa
$544K -$1.88K -7 -0.3%
CA
1691
Calton & Associates
Florida
$543K +$342K +1,272 +170%
OWA
1692
ORBA Wealth Advisors
Illinois
$543K – – –
LCGC
1693
Legacy Capital Group California
California
$542K -$14.5K -54 -3%
SFG
1694
Sunburst Financial Group
Alabama
$541K -$53.8K -200 -9%
SWMP
1695
Signature Wealth Management Partners
New Jersey
$541K -$33.9K -126 -6%
TWM
1696
Thrive Wealth Management
Pennsylvania
$539K -$16.4K -61 -3%
HA
1697
Harbor Advisors
Florida
$538K – – –
CIA
1698
Caerus Investment Advisors
Texas
$538K – – –
PHM
1699
Prospect Hill Management
New Jersey
$538K +$303K +1,125 +129%
MUAMU
1700
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$538K -$1.88M -7,000 -78%
66 67
68
69 70