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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 %
SEA
2051
Stegent Equity Advisors
Texas
$309K -$14.3K -53 -4%
KIG
2052
Kessler Investment Group
Indiana
$308K +$308K +1,146 New
AWAU
2053
Alliance Wealth Advisors (Utah)
Utah
$308K -$10.2K -38 -3%
NWM
2054
Northwest Wealth Management
Iowa
$308K -$807 -3 -0.3%
BTWM
2055
Brass Tax Wealth Management
Ohio
$307K +$269 +1 +0.1%
CG
2056
Clifford Group
Massachusetts
$306K – – –
HI
2057
Hudock Inc
Pennsylvania
$304K – – –
UFA
2058
Uptown Financial Advisors
Texas
$303K – – –
FPL
2059
Fortress Private Ledger
North Carolina
$302K +$81.2K +302 +37%
LI
2060
Lafayette Investments
Maryland
$302K -$21.5K -80 -7%
NCM
2061
Novare Capital Management
North Carolina
$301K -$22.9K -85 -7%
EFG
2062
Ehrlich Financial Group
California
$301K +$807 +3 +0.3%
VWA
2063
Visionary Wealth Advisors
Illinois
$301K +$55.7K +207 +23%
SWTS
2064
Stonehaven Wealth & Tax Solutions
Wisconsin
$301K -$140K -520 -32%
EGWAG
2065
Elwood & Goetz Wealth Advisory Group
Georgia
$300K – – –
KWM
2066
Keebeck Wealth Management
Illinois
$300K -$4.84K -18 -2%
NED
2067
Nancy E. Dempze
$300K +$30.9K +115 +12%
SFG
2068
SevenBridge Financial Group
Pennsylvania
$300K +$598 +2 +0.2%
KWM
2069
Kingsman Wealth Management
Florida
$299K +$299K +1,112 New
GFA
2070
Gallagher Fiduciary Advisors
Illinois
$299K -$32K -119 -10%
AWA
2071
AGH Wealth Advisors
Kansas
$299K -$6.73K -25 -2%
SSWM
2072
Strait & Sound Wealth Management
California
$298K – – –
DOA
2073
D'Orazio & Associates
Virginia
$298K +$11.3K +42 +4%
TPA
2074
Trivium Point Advisory
Connecticut
$297K +$52.7K +196 +22%
BWG
2075
Berry Wealth Group
Texas
$296K +$296K +1,102 New
81 82
83
84 85