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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 %
BIM
1776
Barton Investment Management
Pennsylvania
$467K – – –
XT
1777
XTX Topco
Cayman Islands
$465K +$465K +1,730 New
SL
1778
Sentinus LLC
Illinois
$465K +$10.2K +38 +2%
FA
1779
Fountainhead AM
New Jersey
$461K +$36.9K +137 +9%
ARMT
1780
Amica Retiree Medical Trust
Rhode Island
$459K -$393K -1,459 -46%
ZCI
1781
Zevenbergen Capital Investments
Washington
$457K – – –
LSPW
1782
Lake Street Private Wealth
Illinois
$457K -$13.5K -50 -3%
NRI
1783
NFP Retirement Inc
California
$456K – – –
M
1784
MOTCO
Texas
$455K +$44.9K +167 +11%
BC
1785
Burney Company
Virginia
$454K +$3.5K +13 +0.8%
FM
1786
Foster & Motley
Ohio
$454K -$7.8K -29 -2%
HTIM
1787
Harbour Trust & Investment Management
Indiana
$454K – – –
SMC
1788
Smith, Moore & Co
Missouri
$454K -$69.4K -258 -13%
WA1
1789
Wimmer Associates 1
California
$453K – – –
SC
1790
Schubert & Co
Texas
$453K +$8.07K +30 +2%
NCM
1791
Northside Capital Management
Oregon
$453K – – –
HIG
1792
Heritage Investment Group
Florida
$452K – – –
CHC
1793
City Holding Co
West Virginia
$450K +$21K +78 +5%
1WM
1794
1858 Wealth Management
Ohio
$450K -$221K -823 -33%
AF
1795
Apexium Financial
Texas
$448K -$163K -604 -27%
EWA
1796
Exencial Wealth Advisors
Oklahoma
$448K +$29.6K +110 +7%
AWM
1797
Accel Wealth Management
Iowa
$447K +$7.27K +27 +2%
PFW
1798
Petros Family Wealth
Minnesota
$447K +$29.1K +108 +7%
HWM
1799
Hemington Wealth Management
Virginia
$446K +$10.2K +38 +2%
MCWA
1800
Meadow Creek Wealth Advisors
Georgia
$445K +$2.42K +9 +0.5%
70 71
72
73 74