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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
WA
2626
WestEnd Advisors
North Carolina
$1.78K +$575 +2 +50%
NWMP
2627
Noble Wealth Management PBC
Colorado
$1.78K +$1.72K +6 New
CAM
2628
Chesapeake Asset Management
New York
$1.78K +$287 +1 +20%
SR
2629
Syntax Research
Florida
$1.49K
SMAM
2630
Sugar Maple Asset Management
Wisconsin
$1.19K +$1.15K +4 New
TFA
2631
Transamerica Financial Advisors
Florida
$1K -$575 -2 -40%
DP
2632
Denver PWM
Colorado
$891 +$862 +3 New
LP
2633
LMR Partners
United Kingdom
$890 -$8.91K -31 -91%
CFP
2634
Comprehensive Financial Planning
Pennsylvania
$297 +$287 +1 New
HF
2635
HRT Financial
New York
-$34.4M -119,894 Closed
Qube Research & Technologies (QRT)
2636
Qube Research & Technologies (QRT)
United Kingdom
-$33.7M -117,471 Closed
VLKIM
2637
Van Lanschot Kempen Investment Management
Netherlands
-$16.1M -59,255 Closed
Connor, Clark & Lunn Investment Management (CC&L)
2638
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$14.4M -53,190 Closed
GCM
2639
Gunderson Capital Management
South Carolina
-$10.1M -37,087 Closed
MIS
2640
Morningstar Investment Services
Illinois
-$6.86M -25,321 Closed
BL
2641
Bleichroeder LP
New York
-$6.78M -25,000 Closed
FTDI
2642
First Trust Direct Indexing
Massachusetts
-$6.57M -24,243 Closed
ECM
2643
ExodusPoint Capital Management
New York
-$6.11M -22,534 Closed
BIMC
2644
Benson Investment Management Company
Virginia
-$5.95M -21,932 Closed
AOI
2645
Auto-Owners Insurance
Michigan
-$5.41M -19,950 Closed
WAM
2646
Weiss Asset Management
Massachusetts
-$4.91M -18,092 Closed
ACM
2647
Alight Capital Management
New York
-$3.36M -12,400 Closed
STA
2648
Summit Trail Advisors
New York
-$3.23M -11,906 Closed
DF
2649
Donoghue Forlines
Massachusetts
-$2.88M -10,603 Closed
DEA
2650
DoubleLine ETF Adviser
Florida
-$2.39M -8,805 Closed

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.