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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 %
FMII
2101
Farmers & Merchants Investments Inc
Nebraska
$285K +$45.5K +169 +19%
PA
2102
Planning Alternatives
Michigan
$285K +$285K +1,058 New
GIA
2103
Guyasuta Investment Advisors
Pennsylvania
$284K – – –
THL
2104
Tillman Hartley LLC
Colorado
$284K -$82.3K -306 -23%
AFW
2105
Avantra Family Wealth
Pennsylvania
$282K – – –
DFA
2106
Delta Financial Advisors
Louisiana
$282K – – –
SFP
2107
Shepherd Financial Partners
Massachusetts
$281K – – –
CIAS
2108
Capital Investment Advisory Services
North Carolina
$280K -$1.61K -6 -0.6%
PTC
2109
Petrus Trust Company
Texas
$280K +$280K +1,041 New
ONST
2110
Old North State Trust
North Carolina
$280K – – –
SIC
2111
Sterling Investment Counsel
New York
$280K +$280K +1,040 New
NQWM
2112
Northwest Quadrant Wealth Management
Oregon
$280K +$269 +1 +0.1%
GWM
2113
Greenwich Wealth Management
Connecticut
$279K -$95.7K -356 -26%
FWA
2114
Flagship Wealth Advisors
Massachusetts
$279K – – –
PMSA
2115
Patrick M. Sweeney & Associates
Illinois
$279K -$13.5K -50 -5%
OPPS
2116
Obsidian Personal Planning Solutions
Maryland
$279K – – –
1C
2117
111 Capital
France
$278K +$278K +1,033 New
BW
2118
BIP Wealth
Georgia
$278K +$269 +1 +0.1%
EC
2119
EntryPoint Capital
New York
$278K +$278K +1,032 New
LWA
2120
Lineweaver Wealth Advisors
Ohio
$277K -$5.93K -22 -2%
MHC
2121
May Hill Capital
Massachusetts
$277K -$11K -41 -4%
PCM
2122
Park Capital Management
Wisconsin
$276K +$12.1K +45 +5%
BCM
2123
BluePointe Capital Management
California
$276K +$53.8K +200 +24%
PMWMG
2124
Parr McKnight Wealth Management Group
Minnesota
$276K -$269 -1 -0.1%
CCA
2125
Cottonwood Capital Advisors
Utah
$274K -$64.6K -240 -19%
83 84
85
86 87