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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 %
SWM
1976
Stockman Wealth Management
Montana
$342K -$3.5K -13 -1%
MCM
1977
Mainstream Capital Management
California
$342K -$3.23K -12 -0.9%
RA
1978
Ruggaard & Associates
Ohio
$342K – – –
EPP
1979
ETF Portfolio Partners
Kansas
$341K – – –
BP
1980
BBR Partners
New York
$340K -$145K -537 -30%
CAG
1981
Centerpoint Advisory Group
Kansas
$340K – – –
MF
1982
Manchester Financial
California
$338K – – –
SCM
1983
Sterneck Capital Management
Missouri
$338K – – –
OCBCO
1984
Oversea-Chinese Banking Corp (OCBC)
Singapore
$338K +$104K +387 +45%
PWM
1985
Pinnacle Wealth Management
California
$338K -$1.94M -7,209 -85%
SWM
1986
Silverlake Wealth Management
Vermont
$337K -$538 -2 -0.2%
RAM
1987
Redmond Asset Management
Virginia
$337K – – –
VWM
1988
Vigilare Wealth Management
Arizona
$337K – – –
EGA
1989
E&G Advisors
Texas
$337K +$26.9K +100 +9%
KB
1990
Kimelman & Baird
New York
$336K – – –
CS
1991
Capital Square
Tennessee
$336K -$64.6K -240 -16%
MCM
1992
Mendel Capital Management
Arkansas
$336K -$4.58K -17 -1%
TLA
1993
Tanglewood Legacy Advisors
Texas
$336K – – –
LW
1994
Libra Wealth
California
$335K – – –
BSAM
1995
Blue Square Asset Management
New York
$334K – – –
SAM
1996
Secure Asset Management
Michigan
$333K +$62.4K +232 +23%
SWA
1997
SFMG Wealth Advisors
Texas
$333K +$3.77K +14 +1%
TFF
1998
The Family Firm
Maryland
$332K +$807 +3 +0.2%
RSVP
1999
Ramsay Stattman Vela & Price
Colorado
$331K +$331K +1,231 New
HIIFS
2000
Harel Insurance Investments & Financial Services
Israel
$331K +$1.34K +5 +0.4%
78 79
80
81 82