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 %
SCB
2451
Saudi Central Bank
Saudi Arabia
$59.7K +$59.7K +222 New
S
2452
Sachetta
Massachusetts
$59K -$269 -1 -0.5%
RFS
2453
Richardson Financial Services
Massachusetts
$58.9K -$16.1K -60 -22%
EWA
2454
EQ Wealth Advisors
Texas
$57.8K +$57.8K +215 New
JFA
2455
JNBA Financial Advisors
Minnesota
$57.6K – – –
FAM
2456
Flaharty Asset Management
Florida
$56.2K +$56.2K +209 New
CAWM
2457
Capital A Wealth Management
Pennsylvania
$55.5K -$46.3K -172 -46%
JGIA
2458
Jackson Grant Investment Advisers
Connecticut
$54.6K – – –
ACA
2459
Atlas Capital Advisors
Wyoming
$54.6K +$2.69K +10 +5%
NRWA
2460
North Ridge Wealth Advisors
Oregon
$53.8K – – –
CCC
2461
Chelsea Counsel Company
California
$53.8K – – –
SA
2462
SRH Advisors
Kansas
$53.8K – – –
IFS
2463
Intelligent Financial Strategies
Minnesota
$52.2K – – –
GP
2464
Greenline Partners
New York
$51.9K +$3.5K +13 +7%
OAJ
2465
Ogorek Anthony Joseph
New York
$51K +$33.6K +126 +194%
RFG
2466
REAP Financial Group
Texas
$48.8K +$21K +78 +76%
NIM
2467
Nexus Investment Management
Ontario, Canada
$48.4K +$48.4K +125 New
RF
2468
Roxbury Financial
New Jersey
$47.7K +$300 +1 +0.6%
GWSG
2469
GPS Wealth Strategies Group
Colorado
$47.6K +$11.3K +42 +31%
FNWA
2470
Financial Network Wealth Advisors
Utah
$46.4K +$39.2K +146 +541%
CWP
2471
Concord Wealth Partners
Virginia
$46.3K – – –
RF
2472
Rossby Financial
Florida
$46.1K +$46.1K +174 New
Loomis, Sayles & Company
2473
Loomis, Sayles & Company
Massachusetts
$46K -$25.1K -94 -35%
RTC
2474
Riverview Trust Company
Washington
$45.5K -$2.42K -9 -5%
AWM
2475
Abound Wealth Management
Tennessee
$45.4K +$1.07K +4 +2%
97 98
99
100 101