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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 %
VFA
1751
Values First Advisors
Tennessee
$490K +$166K +619 +51%
CCWM
1752
Cassaday & Co Wealth Management
Virginia
$490K -$26.1K -97 -5%
CIS
1753
Custom Index Systems
New York
$487K -$222K -824 -31%
FPW
1754
Flagship Private Wealth
Massachusetts
$486K -$81K -301 -14%
BOTPPF
1755
Board of the Pension Protection Fund
United Kingdom
$484K -$484K -1,800 -50%
BMWS
1756
Brady Martz Wealth Solutions
North Dakota
$484K +$269 +1 +0.1%
WFI
1757
West Family Investments
California
$483K -$5.92K -22 -1%
CH
1758
Cromwell Holdings
Wyoming
$482K – – –
TVAMP
1759
Tennessee Valley Asset Management Partners
Tennessee
$482K +$3.23K +12 +0.7%
ACM
1760
Allred Capital Management
Texas
$481K +$269 +1 +0.1%
RCM
1761
RNC Capital Management
California
$481K -$845K -3,142 -64%
FAM
1762
Fairtree Asset Management
South Africa
$480K +$480K +1,783 New
TIM
1763
Thompson Investment Management
Wisconsin
$479K – – –
W
1764
Wealthquest
Ohio
$477K +$1.08K +4 +0.2%
ACM
1765
Arcataur Capital Management
Wisconsin
$476K -$45.7K -170 -9%
CC
1766
Callan Capital
California
$476K +$82.1K +305 +21%
SIG
1767
Stonegate Investment Group
Alabama
$476K -$18K -67 -4%
WMWM
1768
Whitaker-Myers Wealth Managers
Ohio
$476K +$476K +1,769 New
RZH
1769
Relyea Zuckerberg Hanson
Connecticut
$474K -$112K -417 -19%
WI
1770
WrapManager Inc
California
$473K +$473K +1,759 New
NA
1771
Navellier & Associates
Nevada
$473K -$452K -1,626 -49%
IAN
1772
Integrated Advisors Network
Texas
$472K -$21.5K -80 -4%
WFAG
1773
Worth Financial Advisory Group
North Carolina
$470K +$27.2K +101 +6%
KA
1774
Kozak & Associates
Colorado
$468K +$511 +2 +0.1%
EIP
1775
Ellis Investment Partners
Pennsylvania
$468K +$269 +1 +0.1%
69 70
71
72 73