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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 %
CIA
1876
Compass Ion Advisors
Pennsylvania
$404K – – –
BCM
1877
Brasada Capital Management
Texas
$404K +$404K +1,500 New
OL
1878
OneFund LLC
Florida
$403K +$1.61K +6 +0.4%
WAM
1879
Walker Asset Management
Missouri
$402K +$807 +3 +0.2%
WPW
1880
Waldron Private Wealth
Pennsylvania
$400K -$1.13M -4,198 -74%
FFA
1881
Fragasso Financial Advisors
Pennsylvania
$399K +$7.54K +28 +2%
WCA
1882
Westover Capital Advisors
Delaware
$399K +$16.7K +62 +4%
DAM
1883
Delta Asset Management
Tennessee
$398K – – –
AA
1884
Aire Advisors
California
$398K -$34.2K -127 -8%
SIMG
1885
Sonora Investment Management Group
Arizona
$397K +$165K +613 +71%
VA
1886
Valmark Advisers
Ohio
$396K -$32K -119 -7%
FBFS
1887
First Business Financial Services
Wisconsin
$395K – – –
MWM
1888
MinichMacGregor Wealth Management
New York
$395K +$187K +696 +90%
BWM
1889
Birchcreek Wealth Management
Ohio
$394K -$28.2K -105 -7%
CCM
1890
Crew Capital Management
Ohio
$393K +$4.04K +15 +1%
DWM
1891
Drive Wealth Management
Utah
$393K -$9.41K -35 -2%
FNC
1892
First National Corp
Massachusetts
$392K – – –
JJBC
1893
James J. Burns & Company
New York
$391K – – –
CSPIA
1894
Cary Street Partners Investment Advisory
Virginia
$391K +$34.2K +127 +10%
OWM
1895
OneAscent Wealth Management
Alabama
$391K +$6.73K +25 +2%
HWA
1896
HHM Wealth Advisors
Tennessee
$391K – – –
EFM
1897
E Fund Management
China
$390K +$19.1K +71 +5%
TNA
1898
True North Advisors
Texas
$390K +$41.7K +155 +12%
AWM
1899
Austin Wealth Management
Texas
$388K +$21.1K +79 +6%
AWM
1900
Aprio Wealth Management
Georgia
$388K +$90.1K +335 +30%
74 75
76
77 78