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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 %
NEWAS
1851
N.E.W. Advisory Services
Wisconsin
$417K +$181K +674 +77%
FB
1852
First Bancorp
Maine
$416K -$27.4K -102 -6%
NA
1853
Nautilus Advisors
California
$415K +$24.5K +91 +6%
6F
1854
626 Financial
Michigan
$415K +$269 +1 +0.1%
SCP
1855
Sivia Capital Partners
California
$414K +$23.7K +88 +6%
CWM
1856
Centric Wealth Management
Illinois
$413K – – –
RMDI
1857
R.M. Davis Inc
Maine
$412K +$215K +800 +109%
WCM
1858
Windsor Capital Management
Arizona
$411K -$26.1K -97 -6%
AHL
1859
Abel Hall LLC
Louisiana
$411K +$131K +488 +47%
FWIA
1860
Fort Washington Investment Advisors
Ohio
$411K – – –
BCFD
1861
Boit C.F. David
$410K – – –
RFA
1862
Reyes Financial Architecture
California
$410K +$65.9K +245 +19%
CCM
1863
Cinctive Capital Management
New York
$410K +$410K +1,525 New
IRC
1864
Investors Research Corp
Georgia
$410K -$45.7K -170 -10%
MCM
1865
MV Capital Management
Maryland
$409K – – –
LC
1866
LCNB Corp
Ohio
$409K -$15.6K -58 -4%
RIM
1867
Redwood Investment Management
Arizona
$408K -$1.31M -4,882 -76%
NB
1868
Northwest Bancshares
Pennsylvania
$406K – – –
CAM
1869
Claret Asset Management
Quebec, Canada
$405K +$405K +1,504 New
PAS
1870
Professional Advisory Services
Florida
$404K – – –
KOC
1871
Koss-Olinger Consulting
Florida
$404K +$404K +1,503 New
MIM
1872
Meridiem Investment Management
United Kingdom
$404K – – –
HP
1873
Holowesko Partners
Bahamas
$404K -$242K -900 -38%
AAIM
1874
Asset Advisors Investment Management
Georgia
$404K – – –
BI
1875
Bramshill Investments
Florida
$404K – – –
73 74
75
76 77