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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 %
MIC
2201
Meridian Investment Counsel
California
$243K – – –
USWIA
2202
UP Strategic Wealth Investment Advisors
Pennsylvania
$242K +$39.6K +147 +19%
TF
2203
Talbot Financial
Washington
$242K – – –
NRC
2204
New Republic Capital
North Carolina
$241K -$21.5K -80 -8%
OBWG
2205
Onyx Bridge Wealth Group
New York
$240K +$21.3K +79 +10%
BCG
2206
BayBridge Capital Group
California
$239K -$1.3M -4,813 -84%
WBC
2207
West Branch Capital
Massachusetts
$239K -$231K -857 -49%
JWM
2208
JGP Wealth Management
Oregon
$238K +$6.73K +25 +3%
EIG
2209
Ellenbecker Investment Group
Wisconsin
$238K – – –
AIM
2210
Advyzon Investment Management
Illinois
$237K +$237K +882 New
BWP
2211
Barlow Wealth Partners
Kentucky
$237K – – –
WP
2212
WealthPLAN Partners
Nebraska
$237K +$237K +880 New
ARC
2213
Advisor Resource Council
Texas
$237K +$237K +2,740 New
BA
2214
Bellwether Advisors
Nebraska
$236K – – –
AA
2215
Acorns Advisers
California
$236K +$31.5K +117 +15%
IB
2216
Intrust Bank
Kansas
$235K – – –
CWM
2217
Centurion Wealth Management
Virginia
$234K – – –
BP
2218
BNP Paribas
France
$234K +$36.1K +77 +18%
LK
2219
Lumbard & Kellner
New Hampshire
$234K – – –
DC
2220
DeDora Capital
California
$234K – – –
FH
2221
FWG Holdings
Florida
$233K – – –
SIA
2222
SGL Investment Advisors
Montana
$232K +$1.7K +6 +0.7%
MSF
2223
Mustard Seed Financial
Arkansas
$232K – – –
OCM
2224
Osterweis Capital Management
California
$232K +$1.35K +5 +0.6%
WFMPM
2225
Woodley Farra Manion Portfolio Management
Indiana
$232K -$3.5K -13 -1%
87 88
89
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