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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 %
SW
2326
SkyOak Wealth
Michigan
$203K – – –
HGWM
2327
Horst & Graben Wealth Management
Oregon
$203K +$8.88K +33 +5%
VC
2328
Veery Capital
Delaware
$203K +$17K +63 +9%
ACG
2329
Allen Capital Group
Nebraska
$203K +$203K +753 New
WI
2330
Wedgewood Investors
Pennsylvania
$202K – – –
CB
2331
Chris Bulman
California
$202K -$18.3K -68 -8%
NBWM
2332
North Berkeley Wealth Management
California
$202K – – –
LIA
2333
LBMC Investment Advisors
Tennessee
$202K – – –
PDL
2334
Portfolio Design Labs
California
$202K +$1.61K +6 +0.8%
MWM
2335
Maridea Wealth Management
New York
$202K -$291K -1,082 -59%
CWA
2336
Canvas Wealth Advisors
Kansas
$201K +$23K +91 +13%
SA
2337
Shilanski & Associates
Alaska
$201K -$538 -2 -0.3%
CPL
2338
CAP Partners LLC
Tennessee
$201K +$1.35K +5 +0.7%
SPF
2339
South Plains Financial
Texas
$199K – – –
SGC
2340
Slocum, Gordon & Co
Rhode Island
$193K – – –
PSFG
2341
Park Square Financial Group
Georgia
$193K -$8.61K -32 -4%
SWIM
2342
Smallwood Wealth Investment Management
New Jersey
$192K – – –
WIM
2343
Westside Investment Management
California
$192K – – –
WF
2344
Wayfinding Financial
Washington
$189K +$189K +703 New
MTIM
2345
Marathon Trading Investment Management
Pennsylvania
$189K +$189K +701 New
FNWM
2346
Financial Network Wealth Management
Utah
$188K -$8.05K -30 -4%
FMTCOCP
2347
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$185K – – –
BWL
2348
Bogart Wealth LLC
Virginia
$185K +$8.07K +30 +5%
PWMG
2349
Prestige Wealth Management Group
New Jersey
$183K – – –
KTC
2350
Kentucky Trust Company
Kentucky
$183K -$61.9K -230 -25%
92 93
94
95 96