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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 %
VCM
2001
Versant Capital Management
Arizona
$331K +$5.11K +19 +2%
VAS
2002
Vestmark Advisory Solutions
Massachusetts
$330K -$28.3K -105 -8%
KFA
2003
Kapstone Financial Advisors
Ohio
$330K – – –
FCM
2004
Firestone Capital Management
Florida
$330K +$2.69K +10 +0.8%
WMA
2005
West Michigan Advisors
Michigan
$329K +$63.5K +236 +24%
CSB
2006
City State Bank
Iowa
$329K – – –
KFI
2007
Key Financial Inc
Pennsylvania
$329K – – –
WMP
2008
Wealth Management Partners
Arizona
$328K +$269 +1 +0.1%
ECA
2009
Elevated Capital Advisors
Utah
$328K -$65.4K -243 -17%
HBT
2010
Heartland Bank & Trust
Illinois
$328K -$1.35K -5 -0.4%
MC
2011
Middleton & Co
Massachusetts
$328K – – –
HWA
2012
Heartwood Wealth Advisors
Virginia
$328K – – –
NFG
2013
Nations Financial Group
Iowa
$327K -$2.69K -10 -0.8%
VFA
2014
Voya Financial Advisors
Connecticut
$327K +$265 +1 +0.1%
MHR
2015
Matthew Hamilton Rosenberg
$327K -$4.04K -15 -1%
CWM
2016
Connecticut Wealth Management
Connecticut
$327K +$26.6K +99 +9%
BFG
2017
Bouchey Financial Group
New York
$326K +$1.61K +6 +0.5%
HC
2018
Hamilton Capital
Ohio
$326K -$72.6K -270 -18%
EDRH
2019
Edmond de Rothschild Holding
Switzerland
$325K -$184K -684 -36%
SMWM
2020
Silvia McColl Wealth Management
California
$325K +$11.3K +42 +4%
HPM
2021
Hoxton Planning & Management
West Virginia
$324K +$538 +2 +0.2%
OWM
2022
Orca Wealth Management
Florida
$324K +$324K +1,206 New
OFG
2023
Omega Financial Group
California
$323K – – –
RPWA
2024
Regent Peak Wealth Advisors
Georgia
$322K -$807 -3 -0.2%
CIP
2025
Convergence Investment Partners
Florida
$322K -$43K -160 -12%
79 80
81
82 83