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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 %
OA
1801
Oxbow Advisors
Texas
$445K – – –
DP
1802
Dearborn Partners
Illinois
$444K -$2.69K -10 -0.6%
PFGIA
1803
Patriot Financial Group Insurance Agency
Massachusetts
$444K -$161K -598 -27%
MSCM
1804
McElhenny Sheffield Capital Management
Texas
$444K +$1.35K +5 +0.3%
RPGK
1805
Retirement Planning Group (Kansas)
Kansas
$443K +$63.8K +237 +17%
PWM
1806
Pines Wealth Management
North Carolina
$443K -$25.5K -110 -5%
NFC
1807
Northeast Financial Consultants
Connecticut
$443K – – –
MPIA
1808
Mountain Pacific Investment Advisers
Idaho
$443K -$53.8K -200 -11%
AWA
1809
Acorn Wealth Advisors
Michigan
$442K – – –
BFA
1810
Brown Financial Advisors
Ohio
$442K +$15.6K +58 +4%
BMWM
1811
Brown Miller Wealth Management
Virginia
$441K +$221K +820 +100%
MW
1812
MBL Wealth
North Carolina
$440K +$9.15K +34 +2%
EWS
1813
Evergreen Wealth Solutions
Pennsylvania
$439K -$32.3K -120 -7%
RWPA
1814
Richard W. Paul & Associates
Michigan
$439K -$5.38K -20 -1%
AWA
1815
Amplius Wealth Advisors
Pennsylvania
$439K +$807 +3 +0.2%
CFG
1816
Copley Financial Group
California
$437K -$12.6K -47 -3%
RWP
1817
Revolve Wealth Partners
New Jersey
$436K +$10.8K +40 +3%
UBP
1818
Union Bancaire Privee
Switzerland
$435K -$318K -1,173 -42%
RIM
1819
Rockbridge Investment Management
New York
$435K +$6.73K +25 +2%
CT
1820
Clearstead Trust
Maine
$434K -$35K -130 -7%
PWS
1821
Peterson Wealth Services
Utah
$434K +$269 +1 +0.1%
ICP
1822
Impact Capital Partners
Colorado
$434K -$8.34K -31 -2%
RIG
1823
RiverFront Investment Group
Virginia
$434K +$43.3K +161 +11%
AA
1824
Ancora Advisors
Ohio
$434K +$53.8K +200 +14%
SFG
1825
Sovereign Financial Group
Connecticut
$433K +$807 +3 +0.2%
71 72
73
74 75