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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 %
MCM
1701
Magnolia Capital Management
New York
$538K – – –
DW30
1702
Drucker Wealth 3.0
New Jersey
$537K +$23.7K +88 +5%
BA
1703
Ballast Advisors
Minnesota
$535K -$115K -427 -18%
LSIA
1704
LaSalle St. Investment Advisors
Illinois
$535K +$5.91K +22 +1%
PG
1705
Prostatis Group
Maryland
$535K -$807 -3 -0.2%
GCA
1706
Genesee Capital Advisors
New York
$534K -$6.73K -25 -1%
LI
1707
LMCG Investments
Massachusetts
$534K -$1.35K -5 -0.3%
WG
1708
Wealth Group
North Carolina
$532K +$89.8K +334 +20%
AIM
1709
Allen Investment Management
New York
$532K – – –
SWA
1710
Sax Wealth Advisors
New Jersey
$532K +$18.8K +70 +4%
BCM
1711
Blume Capital Management
California
$528K -$23.1K -86 -4%
DIP
1712
Davis Investment Partners
North Carolina
$527K -$1.47M -5,741 -74%
DTC
1713
Davidson Trust Company
Washington
$527K +$83.4K +310 +19%
HFM
1714
Harvest Fund Management
China
$523K -$2.6M -9,672 -83%
ZBNA
1715
Zions Bancorporation, National Association
Utah
$523K +$523K +1,943 New
AWE
1716
Avidian Wealth Enterprises
Texas
$520K +$5.92K +22 +1%
IFO
1717
Independent Family Office
New York
$520K – – –
IIA
1718
IPG Investment Advisors
California
$519K +$269K +1,000 +108%
BIC
1719
Beach Investment Counsel
Pennsylvania
$519K -$227K -845 -30%
KMWM
1720
Keudell/Morrison Wealth Management
Oregon
$518K – – –
LFM
1721
LGT Fund Management
Liechtenstein
$517K -$520K -1,931 -50%
MSWA
1722
Marshall & Sterling Wealth Advisors
New York
$514K -$49.6K -184 -9%
RPC
1723
Rossmore Private Capital
Connecticut
$514K -$52.2K -194 -9%
WKSWA
1724
White Knight Strategic Wealth Advisors
New Jersey
$513K -$518K -1,925 -50%
MAWA
1725
Moss Adams Wealth Advisors
Washington
$512K -$23.1K -86 -4%
67 68
69
70 71