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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 %
CFAM
2276
Center For Asset Management
Florida
$217K +$217K +805 New
PCA
2277
Providence Capital Advisors
North Carolina
$216K -$39K -145 -15%
WAM
2278
Wallington Asset Management
Indiana
$216K – – –
DFP
2279
Defined Financial Planning
California
$216K +$216K +798 New
EFG
2280
Ethos Financial Group
Pennsylvania
$216K – – –
BFIC
2281
Bedell Frazier Investment Counselling
California
$216K +$269 +1 +0.1%
BOJHT
2282
Bank of Jackson Hole Trust
Wyoming
$215K -$3.01K -10 -1%
KIA
2283
Knollwood Investment Advisory
Maryland
$215K – – –
EM
2284
ELCO Management
New York
$215K – – –
BRM
2285
Boston Research & Management
Massachusetts
$215K – – –
TSWM
2286
Tyler-Stone Wealth Management
Ohio
$213K +$9.69K +36 +5%
FA
2287
FDx Advisors
Illinois
$213K -$25.3K -94 -11%
JC
2288
JB Capital
Connecticut
$213K +$213K +790 New
IF
2289
IRON Financial
Illinois
$213K +$269 +1 +0.1%
OC
2290
Oarsman Capital
Wisconsin
$212K -$11K -41 -5%
FNB
2291
Farmers National Bank
Kentucky
$212K -$1.08K -4 -0.5%
CWAG
2292
Compton Wealth Advisory Group
Virginia
$211K -$2.15K -8 -1%
PAM
2293
PVG Asset Management
Colorado
$211K +$211K +786 New
EMB
2294
Elefante Mark B
$211K +$211K +786 New
KFS
2295
Kelly Financial Services
Massachusetts
$211K +$269 +1 +0.1%
MAG
2296
M3 Advisory Group
Massachusetts
$211K -$221K -821 -51%
EA
2297
Everpar Advisors
Oklahoma
$211K -$28K -104 -12%
B
2298
Bellecapital
Switzerland
$211K – – –
CAWM
2299
Capital Advisors Wealth Management
Washington
$211K +$1.35K +5 +0.6%
SWA
2300
Strategies Wealth Advisors
Michigan
$210K +$210K +782 New
90 91
92
93 94