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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 %
WIM
1726
Wittenberg Investment Management
Massachusetts
$511K -$137K -510 -21%
CIG
1727
Cairn Investment Group
Washington
$511K – – –
OC
1728
Optima Capital
Oregon
$510K – – –
TNBTD
1729
Trustmark National Bank Trust Department
Mississippi
$509K +$6.73K +25 +1%
RS
1730
R Squared
Hong Kong
$509K +$509K +1,890 New
PWP
1731
PrairieView Wealth Partners
Illinois
$508K +$19.1K +71 +4%
GFP
1732
Gryphon Financial Partners
Ohio
$508K +$199K +738 +64%
KCM
1733
Kathmere Capital Management
Pennsylvania
$507K +$25.6K +95 +5%
SGK
1734
Steigerwald Gordon & Koch
Virginia
$507K +$67.3K +250 +15%
HR
1735
Howe & Rusling
New York
$505K +$11.6K +43 +2%
MFC
1736
Mechanics Financial Corp
Ohio
$505K +$31.2K +116 +7%
RWP
1737
Ridgecrest Wealth Partners
California
$504K – – –
SIAP
1738
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$504K +$68.1K +253 +16%
KFGK
1739
Keystone Financial Group (Kentucky)
Kentucky
$503K +$4.57K +17 +0.9%
BIG
1740
Brookwood Investment Group
Arizona
$501K +$501K +1,864 New
AA
1741
Advisory Alpha
Michigan
$501K +$68.1K +253 +16%
AAS
1742
Annex Advisory Services
Wisconsin
$500K +$83.4K +310 +20%
SPWG
1743
Sage Private Wealth Group
Illinois
$500K +$2.42K +9 +0.5%
IIC
1744
Integrated Investment Consultants
Michigan
$499K +$30.1K +112 +6%
WCM
1745
Whitener Capital Management
North Carolina
$496K -$25.6K -95 -5%
LWM
1746
Liberty Wealth Management
California
$495K -$6.99K -26 -1%
HWMO
1747
Heritage Wealth Management (Ohio)
Ohio
$493K +$125K +465 +34%
PIP
1748
Peachtree Investment Partners
Florida
$492K +$161K +600 +49%
MTIC
1749
Missouri Trust & Investment Company
Missouri
$492K -$8.61K -32 -2%
FCM
1750
Fairbanks Capital Management
California
$491K -$28.5K -106 -5%
68 69
70
71 72