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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 %
SHWM
2226
Smith & Howard Wealth Management
Georgia
$232K – – –
CMS
2227
Capital Market Strategies
Florida
$231K -$89.6K -333 -28%
SFP
2228
Sandbox Financial Partners
Maryland
$231K +$269 +1 +0.1%
PF
2229
Phoenix Financial
Israel
$230K +$230K +852 New
PC
2230
Port Capital
Illinois
$230K -$17.3K -64 -7%
FFA
2231
Fi3 Financial Advisors
Indiana
$229K -$29.9K -111 -12%
ODIJL
2232
One Day In July LLC
Vermont
$229K -$87.2K -324 -28%
BWFA
2233
Baltimore-Washington Financial Advisors
Maryland
$229K – – –
ABLA
2234
Alan B. Lancz & Associates
Ohio
$229K -$53.8K -200 -19%
GB
2235
Goepper Burkhardt
South Carolina
$229K – – –
JCM
2236
Jacobsen Capital Management
Utah
$229K +$6.19K +23 +3%
SSWM
2237
Sheets Smith Wealth Management
North Carolina
$228K – – –
TFM
2238
TFC Financial Management
Massachusetts
$228K -$19.9K -74 -8%
DCM
2239
Donaldson Capital Management
Indiana
$228K +$228K +847 New
AW
2240
Apricus Wealth
South Carolina
$228K – – –
MCP
2241
Mirador Capital Partners
California
$227K -$22.6K -84 -9%
WMN
2242
Wealth Management Nebraska
Nebraska
$227K +$227K +844 New
PPWM
2243
PFG Private Wealth Management
Florida
$227K -$15.3K -57 -6%
PMFA
2244
Plante Moran Financial Advisors
Michigan
$226K – – –
FC
2245
Financial Council
Maryland
$225K – – –
DIM
2246
DLK Investment Management
California
$225K – – –
AFA
2247
Antonelli Financial Advisors
Michigan
$225K – – –
AHC
2248
Adell Harriman & Carpenter
Texas
$224K +$224K +831 New
KA
2249
Klingman & Associates
New York
$224K +$39.8K +148 +22%
OCM
2250
Orion Capital Management
California
$223K – – –
88 89
90
91 92