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 %
FIM
2426
FWL Investment Management
Texas
$80.7K – – –
PB
2427
Pinnacle Bancorp
Nebraska
$79.1K – – –
GWSA
2428
Global Wealth Strategies & Associates
Colorado
$79.1K – – –
GKIM
2429
GW&K Investment Management
Massachusetts
$79K -$269 -1 -0.3%
TC
2430
Tacita Capital
Ontario, Canada
$78K – – –
CLOS
2431
Compagnie Lombard Odier SCmA
Switzerland
$78K +$78K +290 New
JFGIW
2432
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$75.6K +$34.4K +128 +84%
HC
2433
Hoese & Co
Minnesota
$75.3K – – –
WA
2434
WPG Advisers
Maryland
$74.8K +$2.96K +11 +4%
Q1WB
2435
Quest 10 Wealth Builders
Virginia
$72.3K -$4.03K -15 -5%
VWM
2436
Vermillion Wealth Management
Minnesota
$72K +$269 +1 +0.4%
WAG
2437
Wiser Advisor Group
Arizona
$70.9K +$269 +1 +0.4%
PFG
2438
Putney Financial Group
California
$70.5K – – –
WA
2439
Whipplewood Advisors
Colorado
$70K +$21.5K +87 +44%
GK
2440
Graney & King
New York
$69.8K – – –
AG
2441
AmeriFlex Group
Nevada
$69.3K +$10.2K +38 +17%
WTFG
2442
Wood Tarver Financial Group
Idaho
$68.6K – – –
FCMT
2443
Founders Capital Management (Texas)
Texas
$67.3K – – –
GEA
2444
Glen Eagle Advisors
New Jersey
$67K – – –
FWM
2445
FSA Wealth Management
Massachusetts
$65.4K – – –
FG
2446
Fairman Group
Pennsylvania
$65.3K – – –
RDFA
2447
Ritter Daniher Financial Advisory
Ohio
$64K -$7K -26 -10%
FP
2448
Financial Perspectives
Minnesota
$62.1K – – –
WPA
2449
Wealth Preservation Advisors
Tennessee
$60.8K +$60.8K +226 New
AWM
2450
AllSquare Wealth Management
New York
$60.3K -$5.38K -20 -8%
96 97
98
99 100