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 %
BCMLT
2401
Beacon Capital Management LLC (Tennessee)
Tennessee
$106K +$18.6K +69 +21%
AWM
2402
Activest Wealth Management
Florida
$104K +$71K +264 +215%
BIA
2403
Bell Investment Advisors
California
$101K +$1.08K +4 +1%
AEPWM
2404
Atlantic Edge Private Wealth Management
Florida
$101K +$269 +1 +0.3%
BWM
2405
Bernard Wealth Management
Michigan
$99.5K +$807 +3 +0.8%
AT
2406
Avalon Trust
New Mexico
$99.3K -$71.3K -265 -42%
CMP
2407
Coston McIsaac & Partners
Maine
$96K +$21.4K +80 +29%
GCM
2408
GKV Capital Management
California
$94.2K – – –
IWMWV
2409
Ironwood Wealth Management (West Virginia)
West Virginia
$93.1K – – –
SL
2410
Salomon & Ludwin
Virginia
$92.8K – – –
CFD
2411
Creative Financial Designs
Indiana
$92.8K +$9.14K +34 +11%
HNW
2412
High Note Wealth
Minnesota
$92K – – –
GG
2413
Gleason Group
Kentucky
$91.7K +$269 +1 +0.3%
GCM
2414
Gables Capital Management
Florida
$91.5K +$9.42K +35 +11%
PCFFS
2415
Pacific Center for Financial Services
California
$89.1K -$10.5K -39 -11%
RA
2416
Rise Advisors
New York
$88.1K -$36.4K -135 -29%
HCM
2417
Hollencrest Capital Management
California
$88K – – –
CAC
2418
Core Alternative Capital
Georgia
$86.6K -$5.92K -22 -6%
Bank Julius Baer & Co
2419
Bank Julius Baer & Co
Switzerland
$86.1K -$37.4K -123 -30%
C
2420
Covestor
United Kingdom
$85K +$5.88K +22 +7%
NCM
2421
Northwest Capital Management
Oregon
$84.2K – – –
CBT
2422
Crews Bank & Trust
Florida
$83.9K +$3.5K +13 +4%
PWMG
2423
Private Wealth Management Group
New Jersey
$82.3K -$538 -2 -0.6%
SVWA
2424
Sarver Vrooman Wealth Advisors
Missouri
$81.5K +$81.5K +303 New
OPTFSNA
2425
Old Point Trust & Financial Services N A
Virginia
$81.3K – – –
95 96
97
98 99