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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 %
ASG
2076
Ariston Services Group
California
$296K – – –
GWP
2077
Gateway Wealth Partners
Wisconsin
$295K – – –
A
2078
AlphaQuest
New York
$295K +$173K +642 +142%
VFG
2079
Victory Financial Group
Texas
$294K +$294K +1,090 New
AT
2080
Arlington Trust
Alabama
$294K – – –
TA
2081
TruWealth Advisors
Louisiana
$293K +$293K +1,088 New
PCMC
2082
Paragon Capital Management (Colorado)
Colorado
$292K – – –
AFM
2083
Aspetuck Financial Management
Connecticut
$292K – – –
OWP
2084
ORG Wealth Partners
Texas
$292K +$60.9K +225 +26%
BCM
2085
BTC Capital Management
Iowa
$292K -$807 -3 -0.3%
BWA
2086
Bestgate Wealth Advisors
Maryland
$292K – – –
SFG
2087
Stonebridge Financial Group
Pennsylvania
$291K +$3.5K +13 +1%
SCM
2088
Saxony Capital Management
Missouri
$290K +$5.38K +20 +2%
GGI
2089
Godsey & Gibb Inc
Virginia
$289K -$5.38K -20 -2%
BA
2090
Bristlecone Advisors
Washington
$289K – – –
FBT
2091
First Bankers Trust
Kentucky
$289K +$13.2K +49 +5%
HI
2092
Humankind Investments
New York
$289K -$4.31K -16 -1%
NI
2093
NDVR Inc
Massachusetts
$289K -$269 -1 -0.1%
WCM
2094
Wedge Capital Management
North Carolina
$289K +$39.6K +147 +16%
MA
2095
Mezzasalma Advisors
New Jersey
$288K +$21.5K +80 +8%
APG
2096
Abacus Planning Group
South Carolina
$287K +$538 +2 +0.2%
NAMNJ
2097
NorthStar Asset Management (New Jersey)
New Jersey
$287K -$2.15K -8 -0.7%
CF
2098
Claris Financial
Virginia
$286K – – –
GSEP
2099
Golden State Equity Partners
California
$286K -$3.5K -13 -1%
ATI
2100
Act Two Investors
California
$285K -$157K -585 -36%
82 83
84
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