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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 %
CST
2151
Charles Schwab Trust
Nevada
$267K +$267K +993 New
AIA
2152
Allied Investment Advisors
Montana
$266K – – –
VIM
2153
Vista Investment Management
Pennsylvania
$264K -$27.5K -102 -9%
SF
2154
Safeguard Financial
Wisconsin
$264K -$36.1K -134 -12%
NF
2155
NavPoint Financial
Minnesota
$264K – – –
VCM
2156
Virtue Capital Management
Tennessee
$263K +$263K +977 New
CL
2157
COWA LLC
Oklahoma
$262K – – –
XC
2158
XY Capital
Hong Kong
$262K +$221K +820 +532%
HFS
2159
Hopwood Financial Services
Virginia
$262K -$12.1K -45 -4%
SW
2160
Simplicity Wealth
New Jersey
$261K -$154K -573 -37%
WAM
2161
Weatherly Asset Management
California
$261K +$30.7K +114 +13%
AC
2162
Apella Capital
Connecticut
$260K +$16K +61 +7%
IBOK
2163
Independence Bank of Kentucky
Kentucky
$260K -$6.73K -25 -3%
RFM
2164
Royal Fund Management
Florida
$259K +$538 +2 +0.2%
S
2165
Sunpointe
Missouri
$259K -$3.5K -13 -1%
SHFP
2166
Second Half Financial Partners
Florida
$259K +$5.92K +22 +2%
T
2167
TOBAM
France
$259K -$235K -873 -48%
HG
2168
Harbor Group
New Hampshire
$258K +$538 +2 +0.2%
CA
2169
Cornerstone Advisory
Maryland
$257K +$31.1K +113 +14%
CWA
2170
CJM Wealth Advisers
Virginia
$256K -$25.8K -96 -9%
Acadian Asset Management
2171
Acadian Asset Management
Massachusetts
$255K -$3.43M -12,765 -93%
TW
2172
Transform Wealth
Colorado
$255K +$255K +946 New
ACA
2173
Ackerman Capital Advisors
Texas
$255K – – –
PL
2174
Perpetual Ltd
Australia
$254K – – –
FPW
2175
Fairvoy Private Wealth
Alabama
$254K -$8.61K -32 -3%
85 86
87
88 89