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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 %
WAS
2126
Wealth Advisory Solutions
Indiana
$274K -$207K -769 -43%
SCM
2127
Stonebridge Capital Management
California
$274K – – –
WC
2128
Waterloo Capital
Texas
$274K -$239K -887 -47%
PCM
2129
Princeton Capital Management
New Jersey
$273K – – –
VIP
2130
Vista Investment Partners
Oklahoma
$273K -$175K -650 -39%
TIM
2131
Tortoise Investment Management
New York
$273K -$70.8K -263 -21%
BWM
2132
Buckley Wealth Management
Nevada
$273K -$19.1K -71 -7%
MAWCM
2133
Mine & Arao Wealth Creation & Management
California
$271K +$538 +2 +0.2%
FGWP
2134
Founders Grove Wealth Partners
Virginia
$270K – – –
CFS
2135
CRA Financial Services
New Jersey
$270K – – –
AA
2136
Alesco Advisors
New York
$270K +$5.38K +20 +2%
SA
2137
Sovran Advisors
California
$270K -$21.9K -87 -8%
APW
2138
Acima Private Wealth
Virginia
$269K -$538K -2,000 -67%
WC
2139
Wexford Capital
Florida
$269K -$80.7K -300 -23%
OSNBOA
2140
Old Second National Bank of Aurora
Illinois
$269K -$2.69K -10 -1%
ACM
2141
Aurdan Capital Management
Pennsylvania
$269K – – –
RS
2142
Rakuten Securities
Japan
$269K +$110K +407 +69%
SC
2143
Sierra Capital
Florida
$269K -$232K -862 -46%
PWAM
2144
Pinnacle West Asset Management
Wyoming
$269K – – –
CAM
2145
Close Asset Management
United Kingdom
$269K – – –
Cohen & Steers
2146
Cohen & Steers
New York
$269K +$269K +1,000 New
EBA
2147
Eagle Bay Advisors
New York
$268K -$4.03K -15 -1%
MCM
2148
Monument Capital Management
Virginia
$268K -$14.3K -53 -5%
CCWM
2149
Correct Capital Wealth Management
Missouri
$268K – – –
CAC
2150
Certified Advisory Corp
Florida
$267K -$38.5K -143 -13%
84 85
86
87 88