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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 %
GWA
2251
GGM Wealth Advisors
Maryland
$223K +$530 +2 +0.2%
KP
2252
Kitching Partners
Pennsylvania
$223K +$223K +828 New
PCM
2253
Parsons Capital Management
Rhode Island
$222K – – –
GWM
2254
GSB Wealth Management
Connecticut
$222K +$807 +3 +0.4%
DF
2255
DecisionPoint Financial
Arizona
$222K – – –
BC
2256
Bridgefront Capital
Texas
$222K +$222K +824 New
MMA
2257
Mizuho Markets Americas
New York
$221K +$221K +823 New
TSS
2258
Two Sigma Securities
New York
$221K -$832K -3,093 -79%
TIP
2259
Tandem Investment Partners
New Jersey
$221K – – –
NECFA
2260
New England Capital Financial Advisors
Connecticut
$220K +$269 +1 +0.1%
ST
2261
Sabal Trust
Florida
$220K +$220K +816 New
BCM
2262
Becker Capital Management
Oregon
$219K -$8.07K -30 -4%
CWA
2263
Core Wealth Advisors
Florida
$218K +$218K +812 New
RFP
2264
Root Financial Partners
California
$218K +$21K +78 +11%
KWMG
2265
King Wealth Management Group
Florida
$218K +$4.84K +18 +2%
CPWA
2266
Cerro Pacific Wealth Advisors
California
$218K +$218K +734 New
RPCONE
2267
Retirement Planning Company of New England
Rhode Island
$218K +$269 +1 +0.1%
WDC
2268
Woodward Diversified Capital
California
$218K +$17K +63 +8%
SFS
2269
Stiles Financial Services
Minnesota
$218K +$269 +1 +0.1%
GAB
2270
German American Bancorp
Indiana
$217K -$19.9K -74 -8%
GJWM
2271
Gilliland Jeter Wealth Management
Arkansas
$217K +$2.42K +9 +1%
LFGO
2272
Legacy Financial Group (Oklahoma)
Oklahoma
$217K – – –
HCP
2273
Hexagon Capital Partners
Arkansas
$217K +$16.7K +62 +8%
PGIM
2274
Pacific Global Investment Management
California
$217K -$22.9K -85 -10%
BCA
2275
Bay Colony Advisors
Massachusetts
$217K -$10.9K -41 -5%
89 90
91
92 93