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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 %
EA
1951
Enclave Advisors
Texas
$357K -$36.6K -136 -9%
WA
1952
Wealthstar Advisors
Texas
$357K +$76.7K +285 +27%
SN
1953
Sittner & Nelson
Oregon
$356K +$269 +1 +0.1%
ATWA
1954
Arbor Trust Wealth Advisors
Michigan
$356K +$92K +342 +35%
GDP
1955
Great Diamond Partners
Maine
$355K +$538 +2 +0.2%
SFWC
1956
Strategic Family Wealth Counselors
New Jersey
$354K +$37.4K +139 +12%
VNA
1957
Valley National Advisers
Pennsylvania
$354K +$39.2K +146 +12%
SAM
1958
Summit Asset Management
Tennessee
$354K – – –
CAL
1959
Capital Advisors Ltd
Ohio
$353K -$1.62K -6 -0.5%
HFS
1960
Heritage Financial Services
Massachusetts
$353K – – –
BTD
1961
BankPlus Trust Department
Mississippi
$353K +$22.3K +83 +7%
PWP
1962
Phillips Wealth Planners
Mississippi
$353K +$117K +464 +49%
CCG
1963
Catalina Capital Group
California
$352K -$551K -2,047 -61%
MMHP
1964
Murphy Middleton Hinkle & Parker
Georgia
$351K – – –
AFT
1965
Alpha Family Trust
California
$351K – – –
FA
1966
Fagan Associates
New York
$350K – – –
AWA
1967
Alta Wealth Advisors
Massachusetts
$350K +$538 +2 +0.2%
AMG
1968
Advisors Management Group
Wisconsin
$348K -$806 -3 -0.2%
BI
1969
Ballast Inc
Kentucky
$347K +$347K +1,288 New
AF
1970
Apollon Financial
South Carolina
$346K +$16.1K +60 +5%
4WM
1971
4J Wealth Management
Virginia
$344K – – –
SAA
1972
Southeast Asset Advisors
Georgia
$344K +$538 +2 +0.2%
BOPW
1973
Brandywine Oak Private Wealth
Pennsylvania
$343K -$807 -3 -0.2%
MAG
1974
Mayfair Advisory Group
Alabama
$343K – – –
WTB
1975
Washington Trust Bank
Washington
$342K -$326K -1,211 -49%
77 78
79
80 81