AXP icon

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 %
WH
1926
Willner & Heller
California
$372K +$7.53K +28 +2%
HCA
1927
Hyperion Capital Advisors
New York
$371K – – –
FFBTD
1928
First Financial Bank - Trust Division
Ohio
$370K +$1.35K +5 +0.4%
TTWM
1929
TCV Trust & Wealth Management
Virginia
$370K -$28.3K -105 -7%
BSHC
1930
Breed's Hill Capital
Massachusetts
$369K – – –
ISWM
1931
Independent Solutions Wealth Management
New York
$369K -$5.38K -20 -1%
1CP
1932
17 Capital Partners
Arizona
$368K – – –
LPT
1933
Legacy Private Trust
Wisconsin
$367K – – –
EWM
1934
EPG Wealth Management
Georgia
$366K +$32.6K +121 +10%
WCFA
1935
Walkner Condon Financial Advisors
Wisconsin
$365K +$9.69K +36 +3%
KA
1936
KLCM Advisors
Wisconsin
$365K – – –
HFRG
1937
Houlihan Financial Resource Group
Virginia
$365K – – –
CTA
1938
Colonial Trust Advisors
South Carolina
$365K – – –
SCA
1939
Sandy Cove Advisors
Massachusetts
$364K -$12.6K -47 -3%
JWBC
1940
J.W. Burns & Co
New York
$363K – – –
NAMP
1941
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$363K – – –
OFG
1942
Oxford Financial Group
Indiana
$362K +$19.6K +73 +6%
SFG
1943
Shum Financial Group
California
$362K +$63.5K +236 +21%
AWP
1944
Accretive Wealth Partners
New Jersey
$360K +$113K +409 +45%
WP
1945
WealthShield Partners
North Carolina
$360K +$150K +556 +71%
NL
1946
NWAM LLC
Washington
$360K +$31.8K +118 +10%
TCOTS
1947
Trust Company of the South
North Carolina
$359K +$8.07K +30 +2%
OF
1948
Optimize Financial
California
$359K +$359K +1,334 New
PCWA
1949
Pacific Capital Wealth Advisors
California
$358K – – –
NSAM
1950
North Star Asset Management
Wisconsin
$358K +$4.84K +18 +1%
76 77
78
79 80