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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 %
Members Trust
1826
Members Trust
Florida
$433K -$71.8K -267 -14%
CPIA
1827
Cornell Pochily Investment Advisors
New York
$432K +$538 +2 +0.1%
PWW
1828
Pettyjohn Wood & White
Virginia
$431K -$430K -1,600 -50%
TC
1829
Trilogy Capital
California
$431K -$10.8K -40 -2%
ACP
1830
Aveo Capital Partners
Colorado
$430K -$39.2K -142 -8%
XF
1831
XML Financial
Maryland
$430K -$40.4K -150 -9%
TWP
1832
Tyche Wealth Partners
Texas
$429K +$67.5K +251 +19%
NAS
1833
Nicolet Advisory Services
Wisconsin
$429K -$1.48K -6 -0.3%
CP
1834
Clarendon Private
Massachusetts
$429K -$149K -552 -26%
JWA
1835
JFS Wealth Advisors
Pennsylvania
$428K +$40.1K +149 +10%
KPWG
1836
KFA Private Wealth Group
Virginia
$428K +$1.35K +5 +0.3%
R
1837
Rebalance
California
$426K -$51.4K -191 -11%
KLI
1838
Kelman-Lazarov Inc
Tennessee
$426K +$2.42K +9 +0.6%
JIP
1839
Jaffetilchin Investment Partners
Florida
$425K +$76.2K +283 +22%
FBC
1840
Fairfield, Bush & Co
Connecticut
$425K +$40.4K +150 +10%
LFS
1841
Legacy Financial Strategies
Kansas
$424K -$18K -67 -4%
YDMI
1842
Y.D. More Investments
Israel
$424K +$7.53K +28 +2%
APIM
1843
Agate Pass Investment Management
Washington
$422K -$40.4K -150 -9%
MPW
1844
Monterey Private Wealth
California
$422K +$538 +2 +0.1%
AW
1845
Alteri Wealth
California
$422K -$175K -650 -29%
FDDB
1846
Fidelity D&D Bancorp
Pennsylvania
$420K – – –
SDAM
1847
Shulman DeMeo Asset Management
New York
$419K +$1.35K +5 +0.3%
NC
1848
North Capital
Utah
$419K +$419K +1,557 New
SOS
1849
Silver Oak Securities
Tennessee
$418K +$39.8K +150 +11%
TFA
1850
Toth Financial Advisory
Virginia
$417K -$86.3K -321 -17%
72 73
74
75 76