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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 %
GJIA
2026
Glass Jacobson Investment Advisors
Maryland
$322K – – –
VBFG
2027
Vishria Bird Financial Group
Tennessee
$322K – – –
SIC
2028
Samalin Investment Counsel
New York
$322K +$47.6K +177 +17%
LSWP
2029
Liberty Square Wealth Partners
Pennsylvania
$321K – – –
MIC
2030
Means Investment Company
Maine
$321K -$121K -450 -27%
FAM
2031
Formidable Asset Management
Ohio
$321K – – –
ATS
2032
Ashton Thomas Securities
New York
$320K -$19.8K -73 -6%
HFS
2033
Howard Financial Services
Texas
$320K -$85K -316 -21%
CAAS
2034
Capital Asset Advisory Services
Michigan
$319K -$70.8K -257 -18%
1WM
2035
1900 Wealth Management
Texas
$319K +$5.11K +19 +2%
AC
2036
AlphaCore Capital
California
$317K +$62.4K +232 +25%
NFG
2037
Nadler Financial Group
Illinois
$317K – – –
GFPC
2038
Global Financial Private Client
Florida
$317K +$7.26K +27 +2%
MIM
2039
Montgomery Investment Management
Maryland
$316K – – –
TC
2040
Truvestments Capital
Florida
$314K -$2.42K -9 -0.8%
OPA
2041
Old Port Advisors
Maine
$313K +$11K +41 +4%
EWA
2042
Encompass Wealth Advisors
Oregon
$313K – – –
BCM
2043
Berbice Capital Management
New York
$313K +$3.77K +14 +1%
VCM
2044
Vivaldi Capital Management
Illinois
$313K +$80.2K +298 +34%
GWM
2045
Gitterman Wealth Management
New Jersey
$312K -$141K -525 -31%
MPM
2046
MBB Public Markets
Illinois
$312K +$312K +1,161 New
1832 Asset Management
2047
1832 Asset Management
Ontario, Canada
$312K -$179M -665,799 -100%
FCA
2048
FLC Capital Advisors
California
$311K – – –
AA
2049
Armis Advisers
Georgia
$310K +$310K +1,163 New
CFO
2050
CVA Family Office
Colorado
$309K -$2.42K -9 -0.8%
80 81
82
83 84