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American Express

2,634 hedge funds and large institutions have $179B invested in American Express in 2024 Q4 according to their latest regulatory filings, with 334 funds opening new positions, 853 increasing their positions, 1,029 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 334 | Existing positions closed: 104

30% more funds holding in top 10

Funds holding in top 10: 88114 (+26)

20% more call options, than puts

Call options by funds: $3.74B | Put options by funds: $3.11B

11% more capital invested

Capital invested by funds: $161B → $179B (+$18.2B)

8% more funds holding

Funds holding: 2,4502,634 (+184)

1.46% more ownership

Funds ownership: 83.43%84.89% (+1.5%)

17% less repeat investments, than reductions

Existing positions increased: 853 | Existing positions reduced: 1,029

Holders
2,634
Holders Change
+184
Holders Change %
+7.51%
% of All Funds
34.69%
Holding in Top 10
114
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+29.55%
% of All Funds
1.5%
New
334
Increased
853
Reduced
1,029
Closed
104
Calls
$3.74B
Puts
$3.11B
Net Calls
+$628M
Net Calls Change
+$310M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2551
Atticus Wealth Management
Florida
$29.7K
PPC
2552
Park Place Capital
Alabama
$29.7K
SCA
2553
Stuart Chaussee & Associates
California
$29.7K
RJA
2554
Ross\Johnson & Associates
Minnesota
$29.7K +$28.7K +100 New
IRAG
2555
Investment Research & Advisory Group
Georgia
$29.4K +$259K +900 +909%
IMC
2556
Investment Management Corporation
Virginia
$28.8K +$27.9K +97 New
BFPW
2557
BOK Financial Private Wealth
Colorado
$27K -$34.8K -121 -57%
RWM
2558
Ruedi Wealth Management
Illinois
$26.7K
TCM
2559
TruNorth Capital Management
Michigan
$26.4K
MSWM
2560
Mowery & Schoenfeld Wealth Management
Illinois
$26.1K -$23.6K -82 -48%
CWM
2561
Cranbrook Wealth Management
Michigan
$25.8K +$6.89K +24 +38%
STB
2562
S&T Bank
Pennsylvania
$25.2K +$24.4K +85 New
ECM
2563
Estabrook Capital Management
New York
$24.9K -$621K -2,160 -96%
GCGDR
2564
Geo Capital Gestora de Recursos
Brazil
$23K
T
2565
Transce3nd
Texas
$22.6K +$21.8K +76 New
PP
2566
PFS Partners
New Jersey
$22.3K
OAJ
2567
Ogorek Anthony Joseph
New York
$19K +$11.5K +40 +160%
PMIM
2568
Prudent Man Investment Management
Colorado
$19K +$18.4K +64 New
ACM
2569
Anfield Capital Management
California
$18.7K +$18.1K +63 New
KSB
2570
Kennebec Savings Bank
Maine
$17.8K -$13.2K -46 -43%
RL
2571
Rogco LP
Oklahoma
$17.8K
HC
2572
Hurley Capital
New York
$16.9K +$15.5K +54 New
LIS
2573
Legacy Investment Solutions
Idaho
$15.8K
LWMI
2574
Legacy Wealth Management (Idaho)
Idaho
$15.8K
UFF
2575
USA Financial Formulas
Michigan
$15.7K -$1.87M -6,507 -99%

AXP Hedge Fund Activity: Q4 2024 in Review

2,634 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q4 2024, worth a combined $179B — up 11% from $161B a quarter earlier.

Buyers outnumbered sellers: 334 funds opened new AXP positions and 104 closed out — a net gain of 230 holders — while 853 added to existing stakes and 1,029 trimmed.

The largest buyer was DZ Bank, adding an estimated $1.03B. The largest seller was Bank of America, cutting an estimated $430M.

  • 2,634 institutional investors held American Express (AXP) as of Q4 2024, up from 2,450 in Q3 2024.
  • Funds reported $179B of American Express stock for Q4 2024, up 11% quarter-over-quarter.
  • 334 funds opened new American Express positions in Q4 2024 and 104 closed out, a net change of +230 holders.
  • The largest American Express buyer in Q4 2024 was DZ Bank, an estimated $1.03B added.
  • The largest American Express seller in Q4 2024 was Bank of America, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2024.