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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 %
ECAM
1901
East Coast Asset Management
Massachusetts
$388K – – –
SHJ
1902
Sharkey, Howes & Javer
Colorado
$387K -$255K -946 -40%
FA
1903
Financial Advisors
Massachusetts
$387K – – –
PG
1904
Patten Group
Tennessee
$387K +$6.19K +23 +2%
CF
1905
Centaurus Financial
California
$387K -$44.9K -167 -10%
CPA
1906
Capital Performance Advisors
California
$385K +$385K +1,431 New
ACI
1907
Alpha Cubed Investments
California
$384K +$85.3K +317 +29%
CPC
1908
Consolidated Planning Corp
Georgia
$384K -$4.57K -17 -1%
HWA
1909
Heritage Wealth Advisors
Virginia
$384K -$1.08K -4 -0.3%
BSSFA
1910
Baron Silver Stevens Financial Advisors
Florida
$383K +$13.5K +50 +4%
TNAM
1911
Terra Nova Asset Management
New York
$382K +$807 +3 +0.2%
MIM
1912
Merrion Investment Management
New Jersey
$381K -$109K -405 -22%
FWM
1913
Forza Wealth Management
Florida
$381K – – –
FOA
1914
Five Oceans Advisors
California
$381K +$4.84K +18 +1%
C
1915
Certuity
Florida
$380K -$17.2K -64 -4%
PWA
1916
Physician Wealth Advisors
Utah
$380K – – –
AAG
1917
Armstrong Advisory Group
Massachusetts
$379K – – –
MW
1918
Maia Wealth
Colorado
$379K +$23K +90 +6%
TC
1919
TFR Capital
Texas
$378K +$378K +1,406 New
IC
1920
Inscription Capital
Texas
$378K +$378K +1,659 New
GAMC
1921
Garner Asset Management Corp
Texas
$377K -$5.11K -19 -1%
HTHT
1922
Hemenway Trust Hemenway Trust
New Hampshire
$377K +$377K +1,400 New
PCA
1923
Prosperity Capital Advisors
Ohio
$376K -$14.3K -53 -4%
FFP
1924
FourThought Financial Partners
Florida
$374K +$9.42K +35 +3%
OL
1925
Optas LLC
Texas
$374K +$4.04K +15 +1%
75 76
77
78 79