AXP icon

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 %
GSWA
2301
Good Steward Wealth Advisors
Tennessee
$210K +$210K +782 New
VC
2302
Vestor Capital
Illinois
$210K -$2.69K -10 -1%
LOPW
2303
Live Oak Private Wealth
North Carolina
$210K – – –
LA
2304
Latitude Advisors
Florida
$210K -$27.4K -102 -12%
PSCM
2305
Per Stirling Capital Management
Texas
$209K +$538 +2 +0.3%
CWA
2306
Consilium Wealth Advisory
Texas
$209K -$11K -41 -5%
FWA
2307
FSM Wealth Advisors
Ohio
$209K +$23.7K +88 +13%
BFO
2308
Biltmore Family Office
North Carolina
$209K +$209K +777 New
AGA
2309
Arkos Global Advisors
Texas
$209K +$27.2K +101 +15%
FFC
2310
First Financial Corp
Indiana
$209K -$807 -3 -0.4%
GHA
2311
Granite Harbor Advisors
Texas
$209K +$209K +776 New
DJYG
2312
David J. Yvars Group
Florida
$209K – – –
DDC
2313
DF Dent & Co
Maryland
$209K +$6.73K +25 +3%
Financial Engines Advisors
2314
Financial Engines Advisors
California
$208K +$9.43K +35 +5%
PIN
2315
Prudent Investors Network
California
$208K – – –
HCM
2316
Hengehold Capital Management
Ohio
$208K -$5.92K -22 -3%
RB
2317
Renasant Bank
Mississippi
$207K -$2.69K -10 -1%
SH
2318
SLT Holdings
Arizona
$207K – – –
PAMG
2319
Patton Albertson Miller Group
Tennessee
$206K -$23.1K -86 -10%
NFP
2320
Narus Financial Partners
Utah
$206K -$10.8K -40 -5%
SFA
2321
Semmax Financial Advisors
North Carolina
$206K +$285 +1 +0.1%
LI
2322
LRI Investments
Florida
$205K +$24.8K +92 +14%
WDG
2323
Wealth Dimensions Group
Ohio
$205K -$1.35K -5 -0.7%
PA
2324
Probity Advisors
Texas
$204K -$37.4K -139 -15%
FCCM
2325
First City Capital Management
Georgia
$204K -$484K -1,800 -70%
91 92
93
94 95